Industry-Leading

Tax Software

Whether you are a large organization with multiple offices or a successful single office operation, Kelly Tax Software has the professional tax solution to maximize your your success.

Software

Capabilities

Management Dashboard

Easy access to client documents from within the tax return. Reduce expenses on paper, toner, and filing. Documents signed via Signature Pad

Remote Signature

Kelly Tax Service Software customers now have the ability to request a remote signature from a non-present taxpayer and/or spouse at the time of tax return completion.

Text Link

Enhance your Client Communications
Improve efficiency by communicating with clients via text messaging.

Why Start Your Own Tax Business?

Business

Packages

Personal

Employment Oportunity
$ 0
  • Branded/Unbranded Software for single or multiple offices in all 50 States
  • Remotely access software from anywhere
  • Mobile App
  • Website
  • Remotely Sign Documents
  • Text Link
  • Application and Marketing Training
  • Great compensation package
  • Extensive Marketing Material
  • "Commission-based Package"

Business

Manage your own office (1-5 Offices)
$ 475
  • Branded/Unbranded Software for single or multiple offices in all 50 States
  • Remotely access software from anywhere
  • Up To $6000 Cash Advance
  • Refund Transfer Bank Products
  • Mobile App Available**
  • Website Available**
  • Remotely Sign Documents
  • Text Link Available**
  • Application Training
  • Pre-Season On-Boarding
  • "Live Person Tax Prep Season Support"
  • "Web-base Office management Tool"
  • Option to choose Tax Bank
  • EFIN Options Available**

Professional

Franchise Opportunity (1-5 Offices)
$ 949
  • "Become a Kelly Tax Services Partner"
  • "Branded/Unbranded Software for single or multiple offices in all 50 States"
  • Up To $6000 Cash Advance
  • Refund Transfer Bank Products
  • Option to choose Tax Bank
  • Assist with Hiring and Training
  • Pre-Season Onboarding
  • Sub-Office Support
  • "Remotely access software from anywhere"
  • Mobile App
  • Remotely Sign Documents
  • Website
  • Text Link
  • "Live Person Tax Prep Season Support"
  • Extensive Marketing Materials
  • Add't Revenue Opportunity
  • EFIN Options Available

EFIN Options - If a preparer chooses the Business or Professional option and has not obtained an EFIN, they will have the option of using our EFIN for $25 per return submitted.

**Website - An additional $1100

**Mobile App - The mobile app is an additional $799

Text Link - There may be an additional cost on the Business option

Have Questions? Touch Base with Us!