✨ Cloud-Based Tax Platform

Your High-Performance

Tax Office Platform

Prepfinity delivers enterprise-grade tax preparation with transparent pricing, volume-based incentives, and real financial rewards that boost your bottom line.

Trusted by professional tax offices nationwide • Cloud-based • Enterprise-grade security

Built for Growing Tax Professionals

Whether you're scaling up or handling high volumes, Prepfinity adapts to your business needs

Growing Tax Offices

Scale confidently with unlimited preparers and streamlined workflows designed for growth.

Service Bureaus

Enjoy low, predictable back-end fees and partner-ready tools for seamless operations.

Incentives

Maximize ROI with free licenses, rebates, and renewal perks based on your volume.

Volume-Based Incentives

The more you grow, the more you earn. Our incentive program rewards high-performing tax offices.

Cash Rebates

Earn extra revenue when you exceed 150 funded bank products during tax season.

Free Licensing

Achieve 35+ funded bank products last season? Your license is free this year.

Free Renewals

High-volume EROs qualify for no-cost renewals based on production tiers.

Vacation Vouchers

Reward every client with a free vacation voucher (with a bank product).

Enterprise-Grade Features

Everything you need to run a successful tax preparation business, all in one powerful platform.

Cloud-Based Access

No installs or servers required. Work securely from anywhere with internet access.

Unlimited Preparers

Scale your workforce without added costs. Add preparers as your business grows.

Built-In E-Signatures

Secure signatures with full audit trails for compliance and peace of mind.

Client App & CRM

Track clients, statuses, and tasks with ease using our integrated CRM system.

Document Upload

Clients upload W-2s, 1099s, IDs, and more from any device, streamlining your workflow.

Complete Forms Coverage

Full 1040 and business forms included. Handle any tax situation with confidence.

Banking Partners & Client Advances

Offer your clients next-day advances up to $7,000 through our trusted banking partners.

Trusted Partner Banks

TPG Santa Barbara, Refund Advantage, Republic Bank

Up to $7,000 Advances

Next-day advances via prepaid card, check, or direct deposit

Low Fees

Backend fees capped at $99 (excluding bank fees/interest)

$7,000

Maximum Advance

Available next-day for your clients

Prepaid Card

Direct Deposit

Check

Transparent Pricing

One plan. All the features. Zero hassle. Just everything you need to grow your business.

Standard License

Limited time offer

$697/Free*

Full-featured license

High-Volume Bonus: Offices with 35+ funded bank products last season get exclusive bonuses—absolutely free!*

New/Low-Volume Promo: Growing firms enjoy 50% off at $348.50—perfect for starting strong.

Renewal Perks: High-volume EROs qualify for free renewals, keeping your workflow seamless.

Unlock Cash Rebates: Hit 150 funded bank products and unlock additional savings automatically.

Ready to Transform Your Tax Office?

Join thousands of tax professionals who are already earning more with Prepfinity's volume-based incentives and enterprise-grade platform.

✓ Fast Go-Live in Days ✓ Live Zoom Training ✓ Enterprise Security

Cloud-based tax preparation platform built for professional tax offices.

CONTACT INFORMATION

Business Name: Prepfinity ITP LLC

Location: Saint Cloud Florida

Phone: 929-271-9571

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