Platform & Pricing

Three simple packages.

For tax professionals building their knowledge, PTIN and EFIN holders welcome; an EFIN is not required to begin learning, and for full service bureaus supporting a whole team alongside their existing tax software. Available tools depend on your plan and add ons.

Try Free for 7 Days Custom team pricing

No card needed for the preview. Nothing is charged automatically, tools unlock when you subscribe.

Tax Office

$250 per year

For an independent preparer or tax office that wants training, practice, reference tools and a workspace for its team.

Training rooms, exams and progress tracking
Practice lab and due diligence training
Credits & deductions library and forms
Team onboarding and role based workspaces
Customize company colors

Try Free for 7 Days

Full Service Bureau

$399 per year

The done for you option: we set up your bureau workspace and help launch your team, then you run your team from a dedicated Service Bureau dashboard.

Everything in Tax Office
Service Bureau dashboard with owner only controls
Team accounts and training oversight
Bureau setup and team launch done with you
Your own name, logo and colors

Try Free for 7 Days

White Label Lifetime

$1,500 one time payment

Pay once and keep the full white label platform for life, with every add on included, no annual renewal.

Lifetime access to the white label platform
Full white label branding: your name, logo and colors
All add ons included: Customer Relations, Workforce, Document Vault, Marketing & Flyer Studio, WISP & SOPs and more
Training and onboarding tools
25% off your first corporate email setup

Corporate email services are not included. Lifetime members receive 25% off their initial corporate email setup.

Try Free for 7 Days

What you get

Training and development

Custom training for tax offices and service bureaus
Beginner, intermediate and advanced paths
Individual, self employed and business tax training
Final exams, completion tracking and automated certificates
Practice workspaces with fictional client scenarios
Credits, deductions, forms and due diligence education

Hiring and applicants

Custom company application page
Virtual applicant intake and onboarding portal
New hire assessments to support virtual hiring decisions
Hiring progress and status tracking
Secure document collection and private applicant messages

Office and team management

Team member accounts and role based workspaces
Staff onboarding and training assignments
Progress monitoring and team oversight
Employee documents, agreements and signatures
Manager and administrator controls

White label branding

Company colors on every plan
Company name and logo on eligible plans
Office branded training, applications and certificates
A private workspace for your office
A small Powered by yourtaxhome.co tag stays on every page

Business operations

Document Vault
Workforce and scheduling tools
Customer Relations tools
WISP and SOP resources
Service Bureau management on eligible plans
Corporate email options sold separately

Marketing and client support

Flyer Studio with editable templates
Outreach and referral resources
Customer communication training
Professional email options
Office branded materials

Compare packages

Included means it comes with the plan. Available separately means you can add it ($15 per year for most add ons). Available on request means our team turns it on for your office.

Training and development

Training and learning roomsIncluded

Beginner, intermediate and advanced coursesIncluded

Final exams and completion trackingIncluded

Automated completion certificatesIncluded

Custom office branded certificatesOffice colors

Practice labIncluded

Credits and deductions libraryIncluded

Due diligence training, forms and client answersIncluded

Hiring and applicants

Company application pageAvailable separately

New hire assessmentsAvailable on request

Applicant onboarding portalAvailable on request

Hiring progress trackingAvailable on request

Document collectionAvailable on request

Office and team

Team accountsIncluded

Role based workspacesIncluded

Team training oversightIncluded

Service Bureau dashboardNot included

Bureau setup and team launch done with youNot included

White label branding

Office branding (colors)Included

Company name customizationNot included

Logo customizationNot included

Business tools

Document Vault and signaturesAvailable separately

Customer RelationsAvailable separately

Workforce toolsAvailable separately

Marketing and outreachAvailable separately

Flyer StudioAvailable separately

WISP and SOP resourcesAvailable separately

Community boardAvailable separately

Notary + Loan Signing career training$35 one time

Corporate emailAvailable separately

Maxx Mitchell Tax SoftwareNot included

Terms

Renewal$250 per year

Feature	Tax Office$250 per year	Full Service Bureau$399 per year	White Label Lifetime$1,500 one time
Training and development
Training and learning rooms	Included	Included	Included
Beginner, intermediate and advanced courses	Included	Included	Included
Final exams and completion tracking	Included	Included	Included
Automated completion certificates	Included	Included	Included
Custom office branded certificates	Office colors	Name, logo and colors	Name, logo and colors
Practice lab	Included	Included	Included
Credits and deductions library	Included	Included	Included
Due diligence training, forms and client answers	Included	Included	Included
Hiring and applicants
Company application page	Available separately	Available separately	Included
New hire assessments	Available on request	Available on request	Included
Applicant onboarding portal	Available on request	Available on request	Included
Hiring progress tracking	Available on request	Available on request	Included
Document collection	Available on request	Available on request	Included
Office and team
Team accounts	Included	Included	Included
Role based workspaces	Included	Included	Included
Team training oversight	Included	Included	Included
Service Bureau dashboard	Not included	Included	Included
Bureau setup and team launch done with you	Not included	Included	Included
White label branding
Office branding (colors)	Included	Included	Included
Company name customization	Not included	Included	Included
Logo customization	Not included	Included	Included
Business tools
Document Vault and signatures	Available separately	Available separately	Included
Customer Relations	Available separately	Available separately	Included
Workforce tools	Available separately	Available separately	Included
Marketing and outreach	Available separately	Available separately	Included
Flyer Studio	Available separately	Available separately	Included
WISP and SOP resources	Available separately	Available separately	Included
Community board	Available separately	Available separately	Included
Notary + Loan Signing career training	$35 one time	$35 one time	Included
Corporate email	Available separately	Available separately	Available separately, with 25% off the first eligible setup
Maxx Mitchell Tax Software	Not included	$299.99, 60% off	Included at no extra cost
Terms
Renewal	$250 per year	$399 per year	None, one time payment

Add ons

Pick only the tools you want. After you have an office account, buy each add on from your office’s Add ons page, it turns on for your office as soon as payment is confirmed.

Customer Relations$15/year

Front desk role, approvals and the 11 lesson client contact training.