Fresh Start Academy & Software Solutions
For tax business owners, service bureaus and the teams behind them. Get the software, training and business strategy you need to serve more clients and run a stronger, more profitable tax business.
Who we serve
Whether you prepare returns yourself or support a network of offices, we meet you where you are.
Independent preparers and office owners who want reliable software, a clear plan and room to grow.
Leaders who support other offices and need software, structure and systems that scale with their network.
Preparers and staff who need training, compliance knowledge and confidence before and during tax season.
Tax software packages
All four packages include unlimited returns, a tech, bank and return support center, self-paced software training, a resource portal and community access.
Path 1
For EFIN holders operating their own tax practice.
Path 2
For entrepreneurs ready to resell professional tax software and grow a service bureau.
Tax business coaching
Strategy, structure and accountability for the business behind the returns.
A focused session to identify your biggest gaps, clarify priorities and leave with clear next steps.
Learn MoreBuild the systems, pricing and processes that turn a tax practice into a profitable business.
Explore the AcceleratorHigh-level advisory for established owners ready to lead, scale and step into the CEO role. By application.
Apply for CEO AdvisoryResource Shop
Software packages, trainings, coaching and free resources, all in one place.
Visit the Resource ShopTalk with our team about the right software package, or book a coaching consultation to map out your growth.