Launch Your Own Tax Business — Software, Training & Support Included
Partnerd Group gives tax preparers the professional-grade software, hands-on training, and dedicated support to start, run, and grow a thriving tax preparation business — under one roof.
You're Not Just Buying a Login. You're Building a Business.
Plenty of companies will sell you tax software and leave you to figure out the rest. Partnerd Group pairs professional-grade software with real training and a dedicated support team — so you have the tools, the knowledge, and the guidance to actually grow.
Everything You Need to Start & Scale
One partnership, three pillars — the complete foundation for a tax preparation business built to last.
Professional Tax Software
Fast, accurate, IRS-compliant filing software built for working preparers — not a stripped-down consumer tool.
- E-file for individuals & businesses
- Built-in deduction & credit finder
- Client & return management dashboard
Pro Training & Education
Step-by-step training that takes you from "new to tax prep" to confidently filing complex returns.
- Guided software walkthroughs
- Tax law & compliance fundamentals
- Business-building coursework
Dedicated Support Team
A real team behind you — for software questions, tricky returns, and the growing pains of a new business.
- Direct access to tax specialists
- Audit & compliance guidance
- Ongoing business growth resources
Built for Preparers Who Are Serious About Growth
Fast, Accurate E-Filing
Submit individual and business returns directly to the IRS with built-in error checks that catch costly mistakes before you file.
Deduction & Credit Finder
Automatically surfaces every deduction and credit your client qualifies for, so refunds are maximized every time.
Client Management Built In
Track every client, return, and document in one dashboard instead of juggling spreadsheets and email threads.
Real-Time Filing Status
See exactly where every return stands — submitted, accepted, or needing attention — without chasing updates.
Built for Every Stage of the Journey
Aspiring Tax Preparers
New to tax prep and want to launch a business the right way — with software and training designed to shorten the learning curve.
Working Preparers
Already filing returns but ready to upgrade your tools, take on more clients, and run things like a real business.
Entrepreneurs & Side-Hustlers
Looking for a seasonal or year-round business with low overhead, real earning potential, and ongoing support behind you.
From Sign-Up to Your First Filed Return
A clear, guided path — no guesswork, no getting stuck on your own.
Enroll
Book a consultation, choose your package, and get instant access to your software account.
Get Set Up
Our team configures your software and walks you through onboarding, step by step.
Complete Training
Work through guided modules covering the software, tax fundamentals, and compliance.
Launch & Grow
Start filing returns for clients with your dedicated support team backing you the whole way.
Built on Trust, Driven by Results
Trust & Integrity
Honest guidance with your best interests always at heart.
Financial Education
We empower you with the knowledge for lasting success.
Confidentiality
Your information is always protected and private.
Compliance First
Every strategy stays within IRS and state regulations.
Long-Term Relationships
We're your partners for life, not just tax season.
Solution-Oriented
Every challenge has a smart, personalized solution.
Real Preparers, Real Results
"I had zero tax background. The training walked me through everything, and I filed my first client return within a month of signing up."
"The support team is the real difference. Any time I hit a tricky return, someone actually picks up and walks me through it."
"I switched from a clunky consumer platform to Partnerd's software and cut my filing time in half. Worth every penny."
Tax Software & Training
Everything you need to start filing returns and building your business — software access, pro training modules, and ongoing business support.
- Full software access
- Pro training modules
- Business support
- Financing available
Frequently Asked Questions
Do I need prior tax experience to get started?
No. Our training modules are built to take you from the basics through confidently filing individual and business returns, whether you're brand new to tax prep or already have clients.
What's included with the tax software?
You get full access to our professional e-filing platform, a built-in deduction and credit finder, client and return management tools, and real-time filing status — plus the training and support to use it all effectively.
Is support really included, or is it an add-on?
Support is included. Our dedicated team is available for software questions, complex returns, and general guidance as you build your business — it's core to the offering, not an upsell.
Can I file both individual and business returns?
Yes. The software supports individual (Form 1040) and business filings, and our training covers both so you can serve a broader range of clients.
Is financing available?
Yes, financing is available for qualified clients. Your consultation call is the best place to review options and confirm final pricing for your package.
How is my information kept confidential?
Confidentiality and IRS compliance are core to how we operate. Your data and your clients' data are handled with strict privacy and security practices at every step.
Ready to Build Your Tax Business?
Schedule a consultation and get personalized guidance on the software, training, and support package that fits your goals. Financing available for qualified clients.