Founding season · pricing steps up Sep 1
More returns. Less grind. Keep your add-ons.
You own the office. We bring the platform — automation, mobile client intake, same-day preparer payouts, and free business-returns desktop software for EFIN holders.
You didn’t open an office to babysit software and chase payout reports. Run the season — we’ll carry the plumbing.
What’s your current bureau really taking?
Two numbers you already know. We’ll show you what walks out the door this season — off the top, before a single preparer gets paid.
Tech fee, bureau fee, transmission fee — whatever rides each return. Your statement knows.
Our published-schedule fees shrink with volume — most offices your size pay less here.
We build it for your volume and walk it with you line by line — watch your inbox.
The figure above is calculated from the numbers you enter about your current provider — it’s your money, not an estimate of ours. Our per-return fees follow a published schedule that declines with funded volume; your exact schedule is itemized in your custom fee sheet and agreement before you sign anything.
Three steps. Zero dropped clients.
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Run your numbers
See what your current bureau takes this season, then get a custom fee sheet quoted for your volume — line by line, before you commit to anything.
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See it on your own returns
A 20-minute demo with a real operator, not a script. Your workflow, your questions, straight answers on what the switch looks like for your office.
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Move without the mess
We migrate your client files, prior-year returns, and preparer setups — free — while your office keeps working. Open the season already moved in.
Pick how you run.
Founding pricing — steps up Sep 1
Office Self
- For operators who just need the platform — leaner ongoing fees
- Automation, mobile client intake, same-day preparer payouts
- Free business-returns desktop software for EFIN holders
- Self-serve setup, day one — email support with real humans behind it
Office Growth
- Everything in Self
- Weekly live trainings for you and your preparers, all season
- Priority support for when January gets loud
Custom
- Multiple locations, heavy volume, or a setup that doesn’t fit on a card
- Custom fee schedule quoted for your book
- Starts with a demo and a real conversation
Asked and answered.
Do we keep our prep fees and add-ons?
All of them. 100% of your prep fees and 100% of the add-ons you elect stay in your office. We never ride your fee line — our fees are our own, itemized, and they shrink as your volume grows.
What does the platform actually include?
Professional-grade tax software — desktop and online — plus automation that chases documents and signatures so your front desk doesn’t, mobile client intake your clients can finish from a parking lot, and same-day preparer payouts. EFIN holders also get business-returns desktop software free.
What does switching actually cost me?
The migration itself: nothing. We move client files, prior-year returns, and preparer setups from your current software free, while your office keeps working. The only real cost is the afternoon you’ll spend wondering why you didn’t do it sooner.
What are your fees?
Per-return fees on a published schedule that declines with your funded volume — no percentages of your prep fees, no mid-season surprises. Every line is itemized in your custom fee sheet before you sign anything.
Do I need my own EFIN?
Yes — this lane is for offices filing under their own EFIN, fresh or seasoned. Still working toward yours? Start at efinready.com and we’ll build you up to this.
Can I see it before I decide?
Absolutely — book a demo. Twenty minutes, your numbers on our screen, real answers from a real operator. Self and Growth are self-serve if you’re ready today; the demo is there whenever you want eyes on it first.
Your office. Your book.
Finally, your flow.
Founding pricing steps up Sep 1, and summer migration slots go first-come. Run your numbers, then let’s get you moved before the season sneaks up on everybody else.