Structure Your Offers Like a
"Seasonal Empire Suite"
Package your tax practice for maximum impact and profitability
Choose between Seasonal Pass (pay once for Dec–Apr) or Year-Round Access for continuous growth
Tired of Juggling Multiple Tools?
Stop paying for 5 different subscriptions that don't talk to each other.
QuickBooks + Calendly + CRM
$500-800/month in separate tools
Inconsistent Workflows
Data silos, missed follow-ups
Formality Tax = Everything
One platform, one price, zero chaos
Choose Your Empire Level
Seasonal or Year-Round Access – Built for Tax Professionals Who Want to Dominate
⚡ Seasonal Pass Options Available – Best Value for January–April Success! ⚡
The Season Starter
Launch Your Tax Season With Power
One-time for Season
Dec–Apr (5 months)
- Access for 5 months (Dec–Apr)
- Unlimited 1040 returns
- Client portal with intake automation
- AI-powered tax interview
- SMS & email automation
- Branded templates & communications
- Basic training hub access
- Document vault & e-signature
- Mobile app access
- Email support
The Tax Empire Builder
Dominate The Season & Grow Your Client Base
One-time for Season
or $399/mo × 5 months
- Everything in Season Starter, PLUS:
- Multi-user CRM (up to 5 users)
- Business tax returns (1120, 1120S, 1065)
- Advanced e-signature workflows
- Priority AI automation queue
- Marketing automation tools
- Custom branding & white-labeling
- Advanced analytics dashboard
- Priority email & phone support
- Extended training & webinars
The Bureau Boss
Run Your Own Network of Preparers
Setup Fee
+ $799/mo (Dec–Apr)
- Everything in Tax Empire Builder, PLUS:
- White-label OLT integration
- Sub-office dashboard management
- Commission & revenue tracking
- Custom branding portal
- Dedicated onboarding team
- Year-round CRM access included
- Unlimited users & locations
- API access & custom integrations
- Dedicated success manager
- 24/7 priority support
Why Choose a Seasonal Empire Suite?
More value, better features, unbeatable pricing
Seasonal Pricing
Pay once for the season or split into manageable monthly payments
All-In-One Platform
Software + CRM + Automation + Branding + Mobile app in one place
Scale As You Grow
Start small and upgrade anytime during the season
How We Compare to the Competition
Even at our highest tier, you're getting more for less
| Competitor | Typical Price | What They Lack |
|---|---|---|
| TaxDome | $700+/user/year | No IRS e-file, no AI workflow, no service bureau tools |
| CrossLink | $1,795+ | No automation, CRM, or mobile app |
| TaxSlayer Pro | $1,595+ | No AI or branding tools |
| MyTaxPrepOffice | $1,295 | No automation or white-label options |
| Formality Tax | $697–$3,997 | ✅ Everything Included! |
👉 Your advantage: Software + CRM + Automation + Branding + Mobile App + Service Bureau Tools = One Platform
IRS Authorized BSP
Business Service Provider
SOC 2 Compliant
Enterprise-Grade Security
IRS e-File Ready
Direct Transmitter
Bank-Level Encryption
256-bit SSL Protection
Ready to Build Your Tax Empire?
Join thousands of tax professionals who've transformed their practice with Formality Tax
💰 Affiliate Bonus: Refer a preparer, earn $100 credit! 💰
One Platform. Everything Included.
Why juggle QuickBooks + TaxDome + Calendly + a CRM when Formality Tax does it all — for less?
Typical ERO Software Stack
$500-800/month
Formality Tax Complete
Starting at $399/month
Save $4,800+/year
| Feature | 📊 QuickBooks $80-180 | 📁 TaxDome $50-100/user | 📅 Calendly $12-20 | 👥 Generic CRM $25-150 | Formality Tax From $399/mo |
|---|---|---|---|---|---|
AI Bookkeeping Automated transaction categorization | |||||
Full CRM Client management built for tax pros | |||||
Smart Scheduling Automated appointment booking | |||||
Tax Prep Integration Seamless workflow integration | |||||
AI Tax Assistant 24/7 AI-powered support | |||||
Mobile App Full functionality on the go | |||||
ERO-Specific Tools Built for tax professionals | |||||
Bank Product Support TPG, Refund Advantage, Santa Barbara |