✨ 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
