FileWise Software Pro — Professional Tax Software & Mentorship

Professional Tax Software & Mentorship

BUILD YOUR
TAX BUSINESS the Right Way

From the Ground Up

FileWise Software Pro combines industry-grade tax preparation software with a real compliance structure and hands-on mentorship — everything you need to launch, operate, and grow a profitable tax business with total confidence.

Explore Tiers See How It Works
PTIN & EFIN Guidance Included
Available in All 50 States
Compliance-First at Every Tier
3 Structured Growth Levels
FileWise Pro — Professional presenting the 2026 software

The FileWise Pro Platform

More Than Software. A Complete Operating System.

4+ Membership Tiers
50+ States Supported
100% Fee Retention
1:1 Dedicated Support

FileWise Software Pro was built because independent tax professionals deserve more than a software login. Every feature is designed around how a real tax business operates — from your first return to leading a team of preparers.

See All Tiers
Compliance Built In — Not Bolted On Every tier includes real documentation guidance and a built-in compliance structure from day one.
100% Fee Retention at Tier 2+ Keep every dollar of prep, doc, e-file, and audit fees — no splits, no surprises.
Available in All 50 States Fully virtual platform — your location never limits your access or earning potential.
01

Industry-Grade Tax Software

Immediate access to the same professional-level tax preparation tools used by offices across the country — fully supported, continuously updated, and built for accuracy.

02

Structured Training Program

Tier-specific training that takes you from software fundamentals to advanced workflow management, compliance documentation, and team quality control.

03

Built-In Compliance Guidance

Every tier includes real compliance and documentation guidance built directly into your workflow — protecting your practice, your credentials, and your clients from day one.

04

Mentorship That's Operational

Weekly support, direct mentorship access, and business growth guidance from people who've built and scaled real tax operations — not theoretical coaching.

Getting Started

Three Steps to Running
Your Tax Business Right

Get structured, get access, and get moving — no long waits, no confusion about what to do next.

01

Select Your Tier

Choose the level that matches your current situation. Just starting out with a PTIN? Operating as an established ERO? Ready to build a service bureau? We have a path for each stage — and we'll help you choose if you're unsure.

02

Access & Get Configured

Receive your software credentials, compliance setup guide, and onboarding materials on enrollment day. Your mentorship and support structure activates immediately — with no delay between signing up and getting to work.

03

Operate, Grow & Advance

Prepare returns, follow your compliance structure, and leverage ongoing mentorship to increase volume and refine your systems. When you're ready to grow into the next tier, we make the upgrade seamless.

Pricing & Tiers

Choose the Tier That
Fits Where You Are

Three structured levels built to match your current stage — and carry you confidently into the next one.

Tier 1 FileWise Software Pro — PTIN Holder Package

PTIN Holder

Entry-Level · PTIN Only Required

$99
Per Year

The ideal starting point for tax professionals entering the industry. Every return you prepare is reviewed prior to IRS submission, giving you precision and protection while you grow your client base. A valid PTIN is required — no EFIN needed to begin.

You earn 70% of all tax preparation fees from your clients, while the platform provides the review process, compliance infrastructure, software access, and mentorship support.

70% Revenue Share — Protected Entry Point
  • Full FileWise Pro software access
  • Beginner-level software training
  • Compliance documentation guidance
  • Return review before IRS e-filing
  • Workflow & office process systems
  • Mentorship & weekly support access
  • PTIN required — no EFIN needed
  • Scalable path to higher tiers
Get Started — $99/yr PTIN Required
 Most Popular
Tier 2 FileWise Software Pro — EROs + Teams Package

EROs + Teams

Growth Level · EFIN + PTIN Required

$249
Per Year

Built for established EROs ready to build and lead a real tax operation. Keep 100% of all your prep fees, doc prep fees, e-file fees, and audit fees. Bring on unlimited PTIN preparers under your office. Our dedicated ERO Support Team guides you through every step of the season. EFIN and PTIN are required.

100% Fee Retention — Keep Everything You Earn
  • Everything in PTIN Holder tier
  • Advanced training & office operations
  • Unlimited PTIN preparers on your team
  • Team onboarding playbooks & SOPs
  • Access to ERO Support Team Portal
  • Growth-focused client acquisition guidance
  • Leadership development tools
  • EFIN + PTIN required to operate
Get Started — $249/yr EFIN + PTIN Required
Tier 3 FileWise Software Pro — Service Bureaus Package

Service Bureaus

Elite Level · EFIN + PTIN Required

$499
Per Year

Designed for tax professionals ready to operate at scale. Become a software reseller, lead an unlimited team of PTIN and ERO preparers, keep 100% of all your fees, and earn a percentage of the service bureau fee your network generates. This is full-office, full-scale tax business. EFIN and PTIN are required.

Full Office Structure — Scalable Revenue + Reseller Rights
  • Everything in EROs + Teams tier
  • Full software reseller licensing rights
  • Unlimited PTIN & ERO preparers
  • Full-suite training (all levels)
  • Service bureau fee percentage earned
  • Complete marketing strategy support
  • Executive leadership & scaling systems
  • EFIN + PTIN required to operate
Get Started — $499/yr EFIN + PTIN Required

Side by Side

Tier Comparison

Feature PTIN Holder$99 / YR EROs + Teams$249 / YR Service Bureaus$499 / YR
Professional Tax Software
Training LevelBeginnerAdvancedFull Suite
Compliance Guidance
Fee Retention70%100%100%
EFIN Required
Marketing GuidanceFoundationalGrowth-FocusedFull Strategy
Workflow & Office Systems
Team Onboarding & SOPs
Office Quality Control
Leadership & Team Support
Software Reseller Rights
Service Bureau Fee Earnings

Why We're Different

Why Tax Professionals Choose FileWise Pro

The tax industry has no shortage of software vendors. What it lacks is a complete system that treats a tax professional's business like what it actually is — a real company that needs structure, compliance, and a growth path.

"FileWise Pro was built because independent preparers deserve more than a login. They deserve the same foundation that established offices have — and we built exactly that."

01

Systems Over Scattered Resources

Every tier delivers a defined, repeatable system with clear deliverables — not a bundle of tools you have to figure out yourself.

02

Compliance From the First Day

We build compliance into your operation from the start — protecting your credentials, your clients, and your practice before problems surface.

03

Mentors Who've Done the Work

Our mentorship team has built and operated actual tax businesses. The guidance you receive is practical, operational, and directly applicable.

04

A Path That Grows With You

Start at PTIN Holder and progress to Service Bureaus as your business expands — without starting over or losing your history.

05

Built for Solo & Scaled Operations

Whether you're a single preparer or running a multi-ERO office, there is a tier designed specifically for your size and stage.

06

Nationwide — No Restrictions

FileWise Software Pro is available to tax professionals in all 50 states. Your location doesn't limit your access or your potential.

What Clients Say

Professionals Who Made the
FileWise Pro Decision

★★★★★
"Before FileWise Pro, I had the skill but no real structure. Now I have a compliance system, software that actually performs, and mentors I can reach when the season gets hectic. My operation finally feels like a business."
T
Tamika J.
PTIN Holder · Memphis, TN
★★★★★
"The EROs + Teams tier was the upgrade my office needed. I went from barely organized to running a tight, profitable operation in one season. Kept 100% of my fees and finally understood what my business could actually earn."
A
Andre W.
EROs + Teams · Dallas, TX
★★★★★
"I already had preparers working under me but no real systems holding anything together. The Service Bureaus tier gave me the leadership framework, scalable compliance structure, and income upside I didn't know was available. This program is the real deal."
R
Reginald P.
Service Bureaus · Atlanta, GA

Trusted Banking Partners

Integrated with the
Industry's Best

Refund Advantage
Banking Product Partner

Refund Advantage has been dedicated to keeping independent tax professionals competitive for decades. They serviced over 30,000 offices last year and issued more than $1 billion in advance loans — and they integrate seamlessly into the FileWise Pro workflow.

Refundo
Payment Processing Partner

Refundo is a modern bank product-processing platform designed for tax professionals. It reduces overhead, simplifies client check cashing nationwide, and brings tools your office will depend on throughout every tax season.

Santa Barbara TPG
Tax Products Group Partner

Founded in 1991 and part of the Green Dot family since 2014, TPG delivers tax-related financial products through a network of independent preparers and franchises nationwide — fairly priced, reliable, and built for real professional use.

Common Questions

Frequently
Asked
Questions

Have a question we haven't answered here? Reach out directly — we're here to help you choose the right tier and get started with confidence.

Ready to Begin

Your Tax Business
Starts with a
Single Decision

Pick your tier, get instant access to FileWise Software Pro, and start building the tax operation you've been planning — backed by professional software, compliance structure, and mentors who've done it before you.

View All Tiers How It Works
50
States Covered
3
Growth Tiers
100%
Fee Retention (Tier 2+)

From your first return to running a full service bureau — FileWise Pro has a structured tier for every stage of your journey.