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. And every fee we charge arrives in writing before you sign.
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. The total shows instantly — it’s your arithmetic, and you shouldn’t have to pay an email for it.
Tech fee, bureau fee, transmission fee — whatever rides each return. Your statement knows.
Off the top, every season, before anyone in your office gets paid.
Ours reads differently: fees that shrink as you grow — in writing, before you sign.
Consider it on the press. We build your fee sheet for your volume, not off a rack — watch your inbox.
Book the 20-minute fee-sheet walkthrough →Your volume in, your schedule out, line by line — operator to operator.
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.
Everyone promises you your prep fees. We leave your add-ons alone too.
Read any bureau pitch: “keep 100% of your prep fees.” Now go find their add-on line — that’s where offices quietly bleed. Ours reads differently.
Year two doesn’t jump. The schedule you sign is the schedule you renew on.
You’ve seen the move: a sweet first-year price, then the renewal letter. We put our renewal posture in writing instead — your fees are built to move one direction as your volume grows, and it isn’t up.
Three steps. Zero dropped clients.
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Run your numbers
See what your current bureau takes this season — instantly, no email, it’s your arithmetic. Then ask for the fee sheet: your volume, your schedule, every number in writing.
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Walk the fee sheet
Twenty minutes with a real operator, not a script: your volume in, your schedule out, line by line. That’s the whole demo — 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.
Moved in days, not weeks.
Coming from one of the majors? Almost certainly supported — the full published list ships soon, and we confirm your exact setup before you commit to anything.
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 — in writing, line by line
- Starts with the 20-minute fee-sheet walkthrough
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 — most offices in days, not weeks, mid-season included. 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. That’s the whole posture: in writing, first.
What happens at renewal?
Your schedule doesn’t jump in year two. The declining-with-volume structure you sign is the one you renew on — renewal shock is this industry’s quietest churn engine, and we want no part of it. Founding package pricing steps up Sep 1 for new signings; that’s a published calendar, not a renewal surprise.
Which software can you migrate from?
The professional packages most offices run. We publish the full supported list soon — and either way, we confirm your exact setup before you commit to anything. Want the early answer? Email hello@yourflow.tax with what you’re on and a human replies.
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 the 20-minute fee-sheet walkthrough. Your volume in, your schedule out, line by line, with a real operator and real answers. Self and Growth are self-serve if you’re ready today; the walkthrough 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, get your fee sheet, and let’s get you moved before the season sneaks up on everybody else.