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 EROs

Perfect for tax professionals that need only software and software support.

  • Professional Tax Software

  • Marketing Materials

  • Software Training Courses

  • Live Software Support

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 Courses

  • Marketing Materials

  • Software Support

  • Private Community

  • Business Growth Resources

  • Office Growth Resources

CORE PARTNER

$997/year

Build. Sell. Grow.

Perfect For: Tax professionals ready to sell tax software, build a team, generate recurring revenue, and grow beyond preparing tax returns.

  • Professional Cloud-Based Tax Software

  • Everything Included in CORE Basic & CORE Pro

  • Become an Authorized CORE Software Partner

  • Earn Revenue from Every Funded Bank Product Return

  • Partner Training & Onboarding

  • Sales Scripts, Presentations & Marketing Materials

  • Private Partner Community

  • Dedicated Partner Success Support

  • FREE Partner Renewal with 100+ Funded Bank Product Returns.

Success Stories

Real Professionals. Real Results.

★ ★ ★ ★ ★

"CORE Basic 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 Basic?

Yes, experience is required to purchase any CORE memberships.

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

Yes, an EFIN is required with an CORE Basic membership.

Question 3: Is training included?

Yes! All CORE memberships include software training and support. CORE Pro members get access to CORE Academy, which provides additional tools, resources, and marketing support.

Question 4: Is CRM included in CORE memberships?

No, CRM is not included in any of our CORE memberships. However, it can be purchased separately.

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 Pro, CORE Partner, or CORE Elite at any time. Contact our support team and we'll make the transition seamless.

Question 8: Is there a refund policy?

We offer a 3-day money-back guarantee. If you're not satisfied within the first 3 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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