Power Up Your Tax Office with Enterprise Tools, Incentives, and Real Rewards
✨ Cloud-Based Tax Platform
🚀 Get Started with
Prepfinity Infinite Tax Precision
Whether you're a growing firm or a seasoned pro, Prepfinity helps you scale faster, earn more, and serve better — all in one powerful platform.
📝 Sign Up Now
Let’s unlock your tax office’s full potential.
Fill out the quick form below and we’ll help you go live in just a few days — with full onboarding, live Zoom training, and unbeatable incentives.
✔️ Full access to our enterprise-grade tax office platform
✔️ 50% off for new & growing firms
✔️ Free license for offices with 35+ funded bank products
✔️ Cash rebates for high-volume EROs
✔️ Free renewal perks
✔️ $7,000 client advances via trusted banks
✔️ Vacation voucher rewards for every funded bank product
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
$449/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 $224—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
