PROFESSIONAL TAX SOFTWARE MEMBERSHIP

Everything Your Tax Business Needs.

One Membership.

Professional tax software, expert training, marketing resources, business growth tools, and ongoing support

designed to help tax professionals launch, grow, and scale with confidence

WHY CORE?

More Than Software.

Your Partner for Success.

Building a successful tax business takes more than software. It takes confidence, training, support, and the right tools. That's why thousands of tax professionals choose CORE.

Built for Tax Professionals

CORE is designed specifically for tax professionals at every stage of their journey.

Year-Round Support

We're with you all year — not just during tax season.

Grow With Confidence

The tools, training, and support you need to build a stronger, more profitable business.

WHY CORE?

More Than Software.

Your Partner for Success.

Building a successful tax business takes more than software. It takes confidence, training, support, and the right tools. That's why thousands of tax professionals choose CORE.

Built for Tax Professionals

CORE is designed specifically for tax professionals at every stage of their journey.

Year-Round Support

We're with you all year — not just during tax season.

Grow With Confidence

The tools, training, and support you need to build a stronger, more profitable business.

EVERYTHING INCLUDED

Everything You Need.
All in One Membership.

Professional Software

Industry-leading tax software to prepare returns quickly and efficiently.

CORE Academy

Step-by-step training to build your skills and grow.

Marketing Hub

Ready-to-use marketing materials to attract and retain clients.

Software Support

Get help when you need it from our dedicated US-based support team.

Private Community

Connect with other tax pros, share knowledge, and grow together.

Business Growth Resources

Tools, strategies, and education to scale your business and increase income.

Choose Your Path

Memberships Built for

Where You Are And Where

You're Going.

CORE BASIC

$597/year

For PTIN Tax Professionals

Perfect for new tax professionals ready to start preparing returns.

  • Professional Tax Software

  • PTIN-Focused Training

  • Marketing Materials

  • Software Support

  • Private Community

  • Business Growth Resources

CORE PRO

$897/year

For EROs & Tax Office Owners

For professionals ready to operate and grow a successful tax business.

  • Professional Tax Software

  • ERO-Focused Training

  • PTIN Training

  • Marketing Materials

  • Software Support

  • Private Community

  • Business Growth Resources

  • Office Growth Resources

Success Stories

Real Professionals. Real Results.

★ ★ ★ ★ ★

"CORE Start gave me everything I needed to launch my tax business. The training and support made all the difference."

Jessica M.
CORE Start Member
★ ★ ★ ★ ★

"CORE Pro has helped my office grow more in one year than I did in the previous three years combined."

David R.
CORE Pro Member
★ ★ ★ ★ ★

"The marketing materials save me hours every week. I'm able to stay consistent and it shows in my results."

Amanda T.
CORE Pro Member

Frequently Asked Questions

We're Here to Help.

Question 1: Do I need experience to join CORE Start?

No experience is required. CORE Start is designed for new tax professionals who are just beginning their journey. Our training and support will guide you every step of the way.

Question 2: Do I need an EFIN for CORE Start?

No, CORE Start is designed for PTIN holders. You do not need an EFIN to join CORE Start and begin preparing taxes.

Question 3: Is training included?

Yes! All CORE memberships include access to the CORE Academy, which provides step-by-step training for tax professionals at every level.

Question 4: Is CRM included in CORE memberships?

Yes, CORE Pro includes full CRM functionality powered by TaxPro OS, including pipelines, automations, and client management tools.

Question 5: What forms of payment do you accept?

We accept all major credit cards including Visa, Mastercard, American Express, and Discover. We also accept ACH bank transfers for annual memberships.

Question 6: Is software support included?

Yes, all CORE memberships include dedicated software support from our US-based team. CORE Pro members receive priority support.

Question 7: Can I upgrade my membership later?

Absolutely. You can upgrade from CORE Start to CORE Pro at any time. Contact our support team and we'll make the transition seamless.

Question 8: Is there a refund policy?

We offer a 30-day money-back guarantee. If you're not satisfied within the first 30 days, contact us for a full refund — no questions asked.

Your Future Starts Here.

Join a growing community of tax professionals building stronger businesses with the tools, training, and support they can count on.

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