Process accurate tax returns faster, increase productivity, and help your clients maximize their tax refunds with TaxNest Pro.
 
TaxNest Professional Tax Preparation Software processes accurate tax returns faster, increases productivity, and helps your clients maximize their tax refunds with TaxNest Pro. TaxNest Pro is the gold standard in professional cloud-based tax preparation software. Our software uses industry-leading tools and award-winning training.
 
TaxNest Pro is the gold standard in professional cloud-based tax preparation software. Whether you’re just starting or expanding your tax services, our software provides everything you need to deliver exceptional service to your clients.
 
Software Editions Include 2-Year Licensing Renewals
 
1. TaxNest Pro Standard Edition
Price: $750 + Tax & Fees
Features:
2 years of licensing
Up to 500 returns per year
Basic tax preparation features
State tax preparation
Email support and priority email support
Basic reporting tools
Integration with popular accounting software
 
2. Private Label Edition
Price: $1200 + Tax & Fees
Features:
All features of the Standard Edition
Customized with your company’s branding
2-4 weeks turnaround for customization
 
3. TaxNest Complete Solution
Price: $2500 + Tax & Fees
Features:
TaxNest Pro software with 2 years of licensing
Up to 500 returns per year
Full suite of tax preparation features
Comprehensive training for up to 15 agents
Training Workbook For Agents
Customizable tax preparation templates
Business management and planning templates
Marketing materials templates
Client intake and organization forms
Financial analysis and reporting templates
 
4. TaxNest Business Suite
Price: $4500 + Tax & Fees
Features:
Includes everything in the TaxNest Complete Solution
Client intake form templates
Client email templates
Agent agreement templates
Software resell rights
Business establishment services (State Incorporation, EIN, DUNS, NASIC, SIC, State DOR, IRS Tax Account, BOIR Report, 1-Year Registred Agent Services)
Business Credit Establishment (Business & Personal Credit Analysis; Ideal for business lending establishment)
5 mentorship/coaching sessions
Ideal for entrepreneurs looking to launch and scale their tax preparation business
 
Key Features Across All Editions
TaxesToGo Mobile App Integration: Allows clients to securely transmit return information directly from their smartphones.
Unlimited Tax Agent Login Management: Manage login credentials for as many agents as you need, accessible from any internet-connected device.
Bank Products/Cash Advances: Offer clients cash back options up to $9,500 and allow your clients to pay out of their returns.
Ongoing Training: Receive continuous training throughout the tax season to stay updated on best practices.
24/7 Software Support: Our technical support team is available around the clock to resolve any issues.
CPA and Tax Attorney Support: Get expert advice and training directly from certified professionals.
 
Financing and Payment Plans Available
We offer flexible payment plans to suit your needs. Choose from a variety of options including Sezzle, Afterpay, PayPal, and Affirm to spread out your payments over time and get started without delay.