YOUR SOFTWARE. YOUR BANK. YOUR MARKETING. ALL SET AND READY FOR YOU

You're One Step from

SEASON READY.

Effortlessly manage your ads, social media, and reputation — all in one convenient location for 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.

Choose From TaxSlayer & OLT Pro

SOFTWARE DIRECT PRO OFFERS

Pick your software.

OLT Pro Software

100% ONLINE

$1,297.00

Keep 100% of your prep fee. No splits.

Unlimited federal and state returns, with free e-file

Full corporate suite and prior-year returns:

1041, 1065, 1120, 1120S, 2290, 5500, 720, 709, 706, 990, 8849

Bank products: Refund Advantage or Santa Barbara TPG.

Software available in Spanish.

Document manager, e-signatures, and W-2/1099 import

Mobile app, client portal and tax organizer

Marketing CRM included: TRMCRM Revenue Marketing

Manager ($590/yr value). Comes with a content calendar,

SOP page, landing pages and workflows to connect your

socials and start posting on day one. Upgrade anytime.

Done-for-you setup. We sign up your locations and process

your bank application and import your previous clients.

Live software training (pick from 4 sessions) in season tech

support and mentorship options.

Fine print: Desktop download sold separately. Per-return fees apply, collected at funding. Renews annually.

Tax Slayer Software

DESKTOP + WEB

$1,497.00

Keep 100% of your prep fee. No splits.

Unlimited federal and state returns, with free e-file

Full corporate suite and prior-year returns:

1065, 1120, 1120-S, 1041

Bank products: Refund Advantage or Santa Barbara TPG.

Software available in Spanish.

Document manager, e-signatures, and W-2/1099 import

TaxesToGo® mobile app and client portal

Marketing CRM included: TRMCRM Revenue Marketing

Manager ($590/yr value). Comes with a content calendar,

SOP page, landing pages and workflows to connect your

socials and start posting on day one. Upgrade anytime.

Done-for-you setup. We sign up your locations and process

your bank application and import your previous clients.

Live software training (pick from 4 sessions) in season tech

support and mentorship options.

Fine print: Renews annually. Nothing to install.

Pricing for TRMCRM: The Tax

Revenue Manager.

Revenue Marketing Manager: Included with your software ($59/mo on its own). Landing pages, automated posting and ready-made workflows.

Lite: $109/mo. Adds texting, a business phone and full CRM.

Pro: $159/mo. Adds websites, campaigns and team accounts.

Fine print: No contracts. Rate locked while active. Usage billed separately. Ticket support included. Add VA hours, ad packs or live tech support anytime.

TMB TAX BUREAU

TMB: Pioneering the Digital Landscape with Ingenious and Reliable Software Solutions. Enhance operational efficiency, optimize user engagement, and manage digital transformation effortlessly.

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