Pricing
2026 Season Enrollment
Choose From OLT & Tax Slayer
Put your tax office on cruise control! Effortlessly manage your ads, social media, call flow, and reputation—all in one convenient location for less than the cost of a tank of gas. Our intuitive tax preparation software and dedicated support are designed to help you scale your office with ease. Get started today!
OLT Pro Professional
OLT Pro is built for tax professionals who serve business owners and corporate clients—no downloads, no limitations. This cloud-based software lets you work from anywhere, with the tools you need to handle complex returns, manage a team, and scale like a true CEO. You keep 100% of your prep fees, get up to 10 licensed users, and access a branded mobile app that keeps your firm modern and client-ready. With built-in SOPs, due diligence tools, and business-minded training, OLT Pro isn’t just software—it’s your back office in the cloud.
FRESHMAN
PARTNER
OLT Tax Pro
$1,297.00
$0 SPLITS (Keep 100% of fees)
EFIN Required
10 Licensed Users
Branded Mobile App
Due Diligence Forms
Low Fee Bank Products
Marketing & Growth Training
Tech Support & Software Training
Click here
to book a 1:1 Live demo.
SOPHOMORE
PARTNER
Single Office Solutions
$1,597.00
Freshman Partner +
TRM Lite - In Season Trial
10 Licensed Users
Tax Theory Training
Engaging Online Community
SCH C,E, & F Crash Course
Customer Service 101
Click here
to book a 1:1 Live demo.
JUNIOR
PARTNER
Multi Office Solution
$2,497.00
Sophomore Partner +
TRM Multi Office Season Trial
Up to 3 Locations/EFINS
Unlimited Users & Returns
Admin Staff Training
OLT Pro SOPs
Tax Business Launch
Click here
to book a 1:1 Live demo.
GRADUATE
PARTNER
Service Bureau Package
$3,497.00
Sophomore Partner +
TRM Pro Trial
Unlimited Locations
Volume Rebates
Tax Pro Education Suite
Dedicated Marketing VA
Service Bureau Training
Click here
to book a 1:1 Live demo.
TaxSlayer Pro Professional
TaxSlayer Pro is the go-to for tax pros who want simple, cloud-based software that just works. It’s easy to use, fast to learn, and perfect for single-office setups or growing teams that need to get in, get it done, and keep it moving. The online version delivers everything you need: clean interface, quick filing, full compliance, and training that fits your flow. TaxSlayer keeps you nimble, efficient, and client-ready—all season long with a built in mobile app for quick quotes and client conversions.
FRESHMAN
PARTNER
Tax Slayer Tax Pro
$697.00
$0 SPLITS (Keep 100% of fees)
EFIN Required
10 Licensed Users
Branded Mobile App
Due Diligence Forms
Low Fee Bank Products
Marketing & Growth Training
Tech Support & Software Training
Click here
to book a 1:1 Live demo.
SOPHOMORE
PARTNER
Single Office Solutions
$1,097.00
Freshman Partner +
TRM Lite - In Season Trial
10 Licensed Users
Tax Theory Training
Engaging Online Community
SCH C,E, & F Crash Course
Customer Service 101
Click here
to book a 1:1 Live demo.
JUNIOR
PARTNER
Multi Office Solution
$1,997.00
Sophomore Partner +
TRM Multi Office Season Trial
Up to 3 Locations/EFINS
Unlimited Users & Returns
Admin Staff Training
Tax Business Launch
Tax Pro SOPs
Click here
to book a 1:1 Live demo.
GRADUATE
PARTNER
Service Bureau Package
$2,997.00
Sophomore Partner +
Extended TRM Pro Trial
Unlimited Locations
Volume Rebates
Tax Pro Education Suite
Dedicated Marketing VA
Service Bureau Training
Click here
to book a 1:1 Live demo.
Tax Revenue Manager are in Hows Crm
TRM CRM: The Fine Print.
All Tax Software pricing is subject to terms and conditions and auto-renews March 1 of each year. Ask about our CoBrand plan!
TRM CRM includes done for you automations, sales & lead nurturing for Tax Pros, ERO's, or Service Bureaus. Real workflows with onboarding instruction emails and text. Surveys and forms as well as landing page templates. We even give you HOT LEADS! It's EVERYTHING you need to launch your tax business!
TRM CRM Tax Revenue Manager Lite has a monthly service fee of $147.00. Tax Revenue Manager Pro is $397 monthly. Seasonal trials last Dec 15 through March 15. Dormant accounts are $10/Mo in the off season.
Please contact us for a quote on a full buildout ERO and Service Bureaus packages are available with reflective pricing. Please click here for more details.
TMB TAX BUREAU ---- --
TMB: Pioneering the Tax Industry with Ingenious and Reliable Software & Automation Solutions. Enhance operational efficiency, optimize user and client engagement, and manage your business transformation effortlessly.
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