Commercial-Grade Tax Software Without High Upfront Costs
Equip your firm with 50-state cloud software, integrated bank product advances, multi-office reporting, and TaxesToGo mobile capture.
Our Software Packages
Choose the package tailored to your desk count and filing volume. Request full package details to begin onboarding.
Single Office Package
For one tax preparer or one office.
Everything one office needs to file: 50-state cloud software, bank products, and real mentorship support — without paying thousands upfront for a software license.
✓ What Your Office Gets:
- 50-state tax software (1040 + business schedules)
- Unlimited IRS & state e-filing
- Bank products for refund advances & fee withholding
- Digital signatures & client document portal
- Client mobile app (TaxesToGo compatible)
- 1-on-1 mentorship & live support during peak season
Solo & Single-Office Preparers
You file from one desk and want software, bank products, and mentorship without heavy overhead.
No upfront thousands in software licenses • Inquire for package details
Multi-Office Package
For owners running multiple locations or remote preparers.
Run several offices from one hub: multi-office reporting, preparer controls, automated billing, and your own branded mobile app experience.
✓ What Your Office Gets:
- Everything in Single Office
- 2 full software license logins
- Multi-office dashboard & activity reports
- Fee-split billing & automatic disbursements
- Branded client app in iOS & Google Play
- Priority mentorship for your office managers
Multi-Location Offices
You manage several preparers or branch offices under one roof and need one backend to run it all.
No upfront thousands in software licenses • Inquire for package details
High-Volume Package
For offices filing 500+ returns that need priority everything.
Our top tier for high-volume offices. Get a dedicated account manager, volume bank pricing, priority transmission, and executive mentorship so your office never slows down.
✓ What Your Office Gets:
- Everything in Multi-Office
- Dedicated account manager & mentor
- Volume bank product pricing
- Priority IRS e-file transmission in peak season
- Hands-on onboarding & pre-season planning
- CRM, SMS automation & marketing tools
- Unlimited e-filing — no per-return caps
High-Volume Tax Offices
You file 500+ returns and want priority support, dedicated mentorship, and volume pricing to boost margins.
No upfront thousands in software licenses • Inquire for package details
Engineered for Speed, Compliance & Revenue
50-State 1040 & Business Returns
Complete individual 1040 returns with all schedules, as well as partnership (1065), S-corp (1120S), C-corp (1120), fiduciary (1041), and non-profit (990) filings across all 50 states.
- Unlimited IRS & state transmissions
- Zero per-return fees
Integrated Bank Products
Offer taxpayers the convenience of withholding preparation fees directly from their tax refunds. Provide refund advances and cash advances where available via leading bank partners.
- Fee withholding & direct deposit
- High-volume bank pricing tiers
Client Mobile App (TaxesToGo)
Allow clients to snap photos of W-2s, 1099s, driver licenses, and complete initial intake interviews right from iOS or Android smartphones directly into your preparer queue.
- Secure document portal
- Remote e-signatures
Multi-Office Hub & Reporting
Maintain bird’s-eye oversight over every office branch and remote preparer. Track returns filed, rejected returns, transmission states, and volume metrics in real time.
- Preparer permission controls
- Centralized activity logs
Automated Fee Splits
Eliminate manual spreadsheet calculations. Automatically split preparer commissions, service charges, and firm margins upon funding.
- Automatic disbursements
- Transparent payout reports
Cloud Architecture & Security
Cloud infrastructure ensures your return data is securely encrypted, backed up, and accessible from any compatible web browser without server maintenance.
- Encrypted data in transit & at rest
- Redundant data backups
Request Package Information for Your Office
Contact RM CONSULTANT & TAX LLC today. Let’s discuss your preparer seats, expected filing volume, and configure your software license.