Turn Your Tax Skills Into a Scalable Business

Whether you’re starting out or building a team, JD Tax Pro Software provides everything you need to succeed.

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Packages That Fit Every Stage

Basic

^$ 349.99

Includes: Software access, e-filing, onboarding, PTIN checklist, 70/30 split, templates, support
(First-time PTIN holders)

Choose Plan

GROWTH STARTER

^$ 599.99

Includes everything in Basic, PLUS:
Keep 100% revenue, use your own EFIN, add unlimited PTINs, mobile app access, admin dashboard, and branded software.
(For new and independent EFIN holders building their office)

Choose Plan

Elite

^$ 899.99

Includes everything in Basic, PLUS: Keep 100%, software under EFIN, white-label, mentorship, CRM, branding, CE credits
(Growing EFIN holders)

choose plan

Service Bureau

^$ $1,699.99

(Build your own tax empire)
Everything in ELITE, PLUS:
Launch your own branded tax software bureau
Add unlimited PTIN holders under your license
Full white-label setup with your logo and domain
Set your own pricing and keep 100% revenue
Includes team management tools & dashboards
Access to optional CRM, CE resell rights, and e-sign tools
1-on-1 business strategy session included
Full bank product enrollment support
For serious EFIN holders ready to scale, recruit, and earn passive income

choose plan

Free Guide Download

PDF: 'How to Launch a Profitable Tax Business in 30 Days'

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Add-On Tools

100%

Mentorship

$399.99: 5-week coaching, scripts, compliance tips

100%

CRM System

$199.99 (3 mo): White-labeled portal, e-signature, automation

100%

CE Education

$99.99: 18 IRS-approved credits

Why You Can Trust Us

IRS-compliant, multilingual support, transparent pricing, Zoom onboarding

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Request Your JD Tax Pro Software Demo

See the power of JD Tax Pro Software in action — fast, simple, and designed to help your tax business grow.

Demo link

Who We Help

New PTIN holders Looking for guidance

EFIN holders tired of revenue splits

Future leaders ready to launch their own brand

Frequently Asked Questions

Do I need experience?

No — Basic Plan includes training.

Can I upgrade later?

Yes in Elite/Bureau or $99.99 add-on.

Is CRM hard to use?

No — Zoom setup included.

Can I add my team members to the branded portal?

Yes! Both Elite and Bureau plans allow you to onboard multiple preparers under your portal for training, return management, and communication.

Jasmin W.

This platform gave me full control over my office and my income.” –

– Corey M

They helped me go from a side hustle to a six-figure setup.” – Corey M.

Rachel F

Their support and CRM system are game-changers.” –

Say Hello!

Get In Touch With Us

Site: www.jdtaxprosoftware.com