Find Your Software Fit | Tax Bully Pro
Tax Bully Pro

Find Your Software Fit

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Answer 5 quick questions to see which tier and software fit your tax business.
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Question 1 of 5
Do you currently hold an active EFIN?
No — I'm a PTIN Holder only
No — currently applying for my EFIN
Yes — I have an active EFIN
Question 2 of 5
Roughly how many returns do you expect to prepare this season?
Under 100 returns
100–500 returns
500–1,500 returns
1,500+ returns
Question 3 of 5
How many office locations do you operate or plan to operate?
Just one
2–3 locations
4 or more locations
Question 4 of 5
Do you plan to recruit or manage other preparers under your operation?
No — just my own returns
Possibly, down the road
Yes — building a network is the goal
Question 5 of 5
Will your clients need bank product / refund transfer options?
Yes — this is essential for my clients
No — not a priority right now
YOUR TIER

This assessment provides general guidance only and is not a guarantee of approval, pricing, or earnings. Your final software and tier recommendation will be confirmed by a Tax Bully Pro specialist.