Best for getting started
Starter Pro
$495/year
For new and smaller tax practices that want a professional cloud workflow.
- Cloud workflow
- Core individual filing tools
- Client file storage
- Bank-product access
- Professional support
Professional Tax Software Plans
Choose the Right Plan for Your Practice
Professional GOTAXTOOLS software for every stage of your tax practice—from getting started to growing and higher-volume offices.
Prepare Returns • Manage Clients • Secure Documents • Grow Your Practice
Professional onboarding, training, and support available to help you get started.
Plans for Every Practice
Find the Workflow That Fits Your Office
Start with the way you work today and choose the plan that supports where your practice is going.
Best for growing offices
Essential Pro
$799/year
For offices that need additional capacity and a broader cloud-based workflow.
- Cloud workflow
- Expanded user access
- Supported federal & state e-file
- Client storage
- Bank products
Best for installed office workflows
Desktop Pro
$899/year
For tax offices that prefer a dedicated desktop environment.
- Desktop workflow
- Professional filing tools
- Individual return support
- Bank products
- Training & support
For higher-volume practices
Unlimited Pro
$1,250/year
For established practices with broader filing and workflow needs.
- Cloud workflow
- Broader filing capability
- Business returns
- Training & support
- Client document tools
GOTAXTOOLS provides professional software access, sales assistance, onboarding, training, and support. Plan pricing and included features may vary by tax year, licensing configuration, add-ons, state coverage, provider terms, and promotional terms. Confirm current details with GOTAXTOOLS before purchase.
Choose With Confidence
Find the Plan That Matches Your Workflow
Start with how your practice works today. We'll help you confirm the right GOTAXTOOLS configuration before you purchase.
01
Starting Out
Build Your Practice on a Professional Cloud Workflow
A practical starting point for new and smaller tax practices.
Explore Starter Pro →02Growing Office
Add Capacity as Your Tax Practice Expands
Explore expanded access and a broader cloud-based workflow.
Explore Essential Pro →03Desktop Workflow
Keep a Dedicated Installed Office Environment
Choose a professional workflow designed around desktop use.
Explore Desktop Pro →04Higher Volume
Support Broader Filing and Workflow Needs
Explore broader filing capability and business-return support.
Explore Unlimited Pro →Need help deciding? Talk with a GOTAXTOOLS specialist about your practice, workflow, and filing needs.
Talk to a GOTAXTOOLS SpecialistA Connected Tax Workflow
See How GOTAXTOOLS Works
Bring return preparation, client management, documents, review, and e-file into a more organized professional workflow.
01Prepare ReturnsWork through professional tax-preparation tools in an organized filing workflow.
02Manage ClientsKeep client information, return activity, and tax work easier to manage.
03Taxpayer VaultSupport secure document storage, remote uploads, and organized client files.
04Review & E-FileMove prepared work through review and supported electronic filing.
Request a Live DemoSee the workflow before choosing your plan.
Professional Tax WorkflowPractice Overview
Secure • Organized01Clients
02Returns
03Documents
Workflow
Workflow overview shown for demonstration purposes. Request a live demo to explore the GOTAXTOOLS experience with our team.Client informationReady
Tax documentsOrganized
Return reviewNext
Compare Plans
Compare the Core Plan Features
Review the main workflow differences across the four GOTAXTOOLS plans using the plan information currently available.
| Feature | Starter Pro$495/year | Essential Pro$799/year | Desktop Pro$899/year | Unlimited Pro$1,250/year |
|---|---|---|---|---|
| Platform | Cloud | Cloud | Desktop | Cloud |
| Individual Returns | ✓ | ✓ | ✓ | ✓ |
| Business Returns | By configuration | By configuration | By configuration | Included |
| Client Storage | ✓ | ✓ | By configuration | ✓ |
| Bank Products | Available | Available | Available | Available |
| Training & Support | ✓ | ✓ | ✓ | ✓ |
✓ Included Available Depends on configuration
Plan details: Tax-year coverage, user limits, filing scope, state coverage, return limits, add-ons, and other plan-specific terms should be confirmed with GOTAXTOOLS before purchase.
Need help comparing configurations for your office?
Request a Plan ConsultationWhy GOTAXTOOLS
Professional Software. Practical Support.
Choosing tax software is about more than features. GOTAXTOOLS combines professional workflow options with onboarding, training, and support designed around the day-to-day needs of a tax practice.
Workflow
Keep Tax Work Organized
Bring return preparation, client work, documents, and supported filing processes into a more organized professional workflow.
Prepare • Manage • ReviewFlexibility
Work the Way Your Office Works
Choose from available cloud and desktop workflows based on the needs and operating style of your tax office.
Cloud • DesktopGrowth
Choose a Plan for Your Stage
Compare options for new preparers, growing offices, and higher-volume practices as your business needs change.
Start • Grow • ExpandExperience
Choose With Greater Clarity
Compare plan options, workflows, and filing needs so you can have a more informed conversation before selecting your configuration.
Compare • Confirm • ChooseA professional tax-software experience backed by real support.Talk with GOTAXTOOLS about your workflow and the plan options available for your practice.
Talk to Our TeamMore Than Software
Support for the Journey From Setup to Tax Season
GOTAXTOOLS pairs professional software access with practical assistance designed to help you understand your options, get started, and keep your workflow moving.
01
Before You Choose
Sales Assistance
Talk through your practice needs and available plan options before you purchase.
02
Getting Started
Onboarding
Get guidance as you begin setting up your GOTAXTOOLS workflow.
03
Build Confidence
Training
Learn the tools and workflow available within your software configuration.
04
Keep Moving
Professional Support
Reach the GOTAXTOOLS team when you need assistance with your software experience.
Considering a Change?
Thinking About Switching Tax Software?
Changing professional tax software is an important practice decision. GOTAXTOOLS can help you compare available workflows, understand plan options, and review what getting started would look like before you make the move.
01
Start With Your Practice
Tell Us How You Work Today
Share your current workflow, practice size, return mix, and the way your team prefers to work.
02
Compare Your Options
Review the GOTAXTOOLS Plans
See which available cloud or desktop workflow may align with the needs of your tax office.
03
See It Before You Decide
Request a Live Demo
Walk through the GOTAXTOOLS experience and ask questions about the tools relevant to your practice.
04
Plan Your Start
Discuss Onboarding & Training
Understand the available onboarding, training, and support resources before moving forward.
About data migration and conversionAvailability can depend on the software, data, tax year, and configuration involved. Confirm supported migration or conversion options with GOTAXTOOLS before making a transition.
Questions Before You Choose
Get the Details Before You Decide
Review common questions about plans, demonstrations, support, user access, bank products, and filing capabilities. For configuration-specific details, the GOTAXTOOLS team can help you confirm what applies to your practice.
01Which GOTAXTOOLS plan should I choose?
Starter Pro is positioned for new and smaller tax practices, Essential Pro for growing offices, Desktop Pro for installed office workflows, and Unlimited Pro for higher-volume practices. A GOTAXTOOLS specialist can help you compare the available configurations based on your workflow and filing needs.
02Can I see GOTAXTOOLS before purchasing?
Yes. You can request a live demonstration to see the GOTAXTOOLS workflow and discuss the available plan options before making a purchase decision.
03Does GOTAXTOOLS provide onboarding, training, and support?
GOTAXTOOLS provides onboarding, training, and professional support as part of the software experience. Confirm any plan-specific support details with the team when selecting your configuration.
04Are bank products available?
Bank products are currently listed as available across all four plan options. Provider eligibility, enrollment requirements, availability, and current terms should be confirmed before purchase.
05Can multiple preparers use GOTAXTOOLS?
User access depends on the selected plan and configuration. Essential Pro currently highlights expanded user access. Tell the GOTAXTOOLS team how many preparers you expect to support so the appropriate configuration can be confirmed.
06What filing capabilities are included?
Individual returns are currently listed across all four plans. Business-return capability varies by configuration for Starter Pro, Essential Pro, and Desktop Pro, while Unlimited Pro currently lists business returns as included. Federal, state, tax-year, and other filing coverage should be confirmed for your selected configuration.
07Can GOTAXTOOLS help if I am switching from another tax software?
Yes. The team can discuss available plans, workflow, demonstrations, onboarding, training, and support before you switch. Any data-migration or conversion options depend on the software, data, tax year, and configuration involved and should be confirmed before transition.
Ready When You Are
See How GOTAXTOOLS Can Fit Your Practice.
Explore the professional workflow, compare plan options, and get answers to the questions that matter to your tax practice before you choose.
✓ Live Software Demo✓ Plan Guidance✓ Onboarding & Training✓ Professional Support
Your Next Step
Request a Free Demo
Tell us about your practice and the workflow you need. A GOTAXTOOLS specialist can help you review the available options.
Request Your Free DemoProfessional Tax SoftwareCloud & Desktop OptionsTraining & Support