Stop paying retail for tax software that gives you less back
TaxOwl Pro is independent tax preparer software built by someone who runs a tax practice. Flat seasonal price, unlimited returns, and bank products enabled from day one — without the inflated vendor pricing.
Apply Now
Independent tax preparer software built for your business
TaxOwl Pro is built for independent tax preparers who want real bureau-level economics without the usual software headaches. You get the platform, the filing capacity, and the support structure you need to operate with confidence during tax season.
Flat Seasonal Price
No surprise charges mid-season. One price, all season long.
Unlimited Returns
Scale without watching the clock. File as many as your clients need.
Bank Products Enabled
Built for real revenue, not just filing. Bank products ready from day one.
Operator-Led Support
Help from people who understand the work. Not a ticket queue.
Independent-Preparer Focused
Designed around your business model, not a national chain’s needs.
PTIN-Verified Network
Every preparer in TaxOwl Pro is verified. You’re operating in a clean, compliant network.
Year-Round Access
Your account stays active all year. File extensions, amendments, and planning whenever you need.
A $43K peak month is a realistic goal
For a $649 investment, you get the same professional software the big firms use. You keep your full tax prep fee — whether that’s $200 or $800. Professional preparers typically charge $200–$300 for simple returns and $800–$1,500 for complex scenarios with multiple income sources. We handle the bank integration and back-end support. You focus on the clients; we handle the platform.
You set your own tax preparation fees. Whether you charge $550 or $800, you keep 100% of your professional fee. TaxOwl Pro earns only from platform and processing fees — never from your preparation fee.
| Fee component | Description | Client cost | |
|---|---|---|---|
| Preparer earnings | |||
| Tax preparation fee | Set by you | $600.00 | |
| TaxOwl fees | |||
| E-file fee | Platform access & support | $50.00 | |
| TaxOwl subtotal | $50.00 | ||
| Processing & transmission fees — deducted from client refund, not billed to you | |||
| Tech fee | Per return | $10.00 | |
| Bank product transmission fee | Refund transfers | $35.95 | |
| Remote signature fee | Per SSN | $10.00 | |
| Prior year fee | If applicable | $17.00 | |
| Processing subtotal | $55.95 | ||
| Total client cost | $705.95 | ||
Toggle fees to build your scenario. All fees deducted from client refund — no out-of-pocket cost at filing.
All fees are deducted directly from the client’s refund. Your clients pay nothing out of pocket at the time of filing.
Timeline
Capture early filers, establish your workflow, and stack your client base before peak season hits.
Complex, high-value returns with multiple income sources. This is where the $43K month happens.
From application to filing in 48 hours
Apply
Fill out a short application. Tell us about your practice, your PTIN, and where you file. Takes about 3 minutes.
Get Approved
We review your application and confirm your PTIN and EFIN status. Most approvals happen within 24 hours.
Activate
Your TaxOwl Pro account is provisioned, bank products are enabled, and you get access to TaxOwl Hub and Academy (coming soon). TaxOwl Hub will be your preparer dashboard for managing clients and filings. TaxOwl Academy will be your training library — onboarding guides, tutorials, and filing best practices.
File & Get Paid
Start filing returns. Offer refund transfers. Earn more per return.
Is TaxOwl Pro right for you?
- ✓ Active PTIN issued by the IRS
- ✓ Active EFIN for e-file authorization
- ✓ At least one tax season of filing experience
Not sure if you qualify? Apply anyway, and we’ll let you know.
Apply NowYour PTIN matters. We take compliance seriously.
The IRS requires all paid tax preparers to hold a valid, active PTIN. TaxOwl Pro verifies PTIN status for every preparer in our network — because it protects you, your clients, and the integrity of the returns you file.
TaxOwl Pro is operated by CKT Ventures, LLC. Our team prepares and files returns ourselves.
IRS Tax Professional Resources
Frequently Asked Questions
What software does TaxOwl Pro use?
TaxOwl Pro is built on professional-grade tax preparation software used by bureau operators nationwide. You get a full-featured filing experience backed by TaxOwl Pro’s support and bank product infrastructure.
What is a Refund Transfer and how does it work?
A Refund Transfer lets your clients pay your preparation fee from their refund. Your fee is deducted, and the remainder goes to your client. It removes the “I don’t have the money upfront” objection and helps you collect on every return without chasing payment.
What are the processing and transmission fees?
We believe in full transparency. Here are all the processing and transmission fees your clients may see, and when they apply:
• Tech fee — $10.00 — Applies to every return
• Bank product transmission fee — $35.95 — Applies when using a refund transfer
• Remote signature fee — $10.00 per SSN — Applies when signing remotely
• Prior year fee — $17.00 — Applies only when filing a return for a tax year prior to the current season
All fees are deducted directly from the client’s refund. Your clients pay nothing out of pocket at the time of filing.
Can I offer advances to my clients?
Yes. Bank products through TaxOwl Pro include refund advance options. Your clients get funded faster, you get paid immediately, and you unlock an additional revenue stream. Details are provided during activation.
What does unlimited returns mean?
No per-return fees. No volume caps. No surprises mid-season. You pay one flat seasonal price and scale your business without worrying about software costs eating into your margins.
What if I need help during tax season?
TaxOwl Pro provides operator-led support via email at 1040@taxowlpro.com. Our support team prepares and files returns themselves — you get help from people who understand your business, not a generic help desk.
What happens after I apply?
We review your application and verify your PTIN and EFIN status (typically within 24 hours). Once approved, your account is provisioned, bank products are enabled, and you receive access to TaxOwl Hub and Academy (coming soon). You can start filing within 48 hours of approval.
Ready to stop overpaying for tax software?
49 spots remaining at $649. Price increases when seats fill. No commitment until you’re approved.
$649 flat all season
Apply Now — $649 (Early Access)
No commitment until your application is approved