D-TAX PROS START
Start Correctly. Build the Proper Foundation.
Professional tax software, training, onboarding, startup guidance, and support — everything you need to start your tax business with an operator mindset, in one $897 package.
One-time payment · no recurring fees · instant access after purchase
Who this is for
For new and growing tax professionals ready to build their own thing.
Whether you're just starting out or preparing returns and ready to formalize your practice — START gives you the software, training, and guidance to start a real tax business the right way.
Sound familiar?
Getting started is harder than it should be.
- •You want to prepare taxes, but you're unsure which software is worth using.
- •You're not sure about the paperwork — PTIN, EFIN, setting up to actually operate.
- •No training, no checklist, no one to show you how to get from "certified" to "open."
- •Buying a tool alone doesn't give you a business — you need the playbook too.
The solution
START is your all-in-one starting package.
One $897 package brings together professional software, setup, training, compliance guidance, and startup checklists — so getting open isn't a guessing game.
What's included
Everything you need to launch.
Professional Tax Preparation Software
Software Setup Assistance
Software Training
Unlimited Preparers*
Multi-Office Capability*
D-Tax Pros Training Academy
Preseason Readiness Training
Customer Onboarding
PTIN Guidance
EFIN Guidance
Bank Product Setup Guidance
Tax Business Startup Checklist
Tax Office Operations Checklist
Marketing Starter Kit
Customer Support
D-Tax Pros Customer Community
*Unlimited preparers and multi-office capability available as your practice grows.
The software
Professional tools, set up for you.
Professional-grade software
File faster and more accurately with reliable tax preparation software built for real offices.
Setup done for you
Software Setup Assistance gets your account up and running so you're not stuck figuring out the plumbing.
Unlimited preparers & multi-office
Grow your team and your footprint with room for more than one desk and more than one preparer.*
Training
Learn the software and the business.
Learn the software and the business
Software training plus the D-Tax Pros Training Academy help you prepare returns and run the operation.
Preseason-ready
Preseason Readiness Training has you prepared before the busy season hits, so you're not scrambling.
Startup resources
Get open without the guesswork.
Compliance guidance
PTIN and EFIN guidance plus bank product setup help you understand what you need to operate. (Approval is issued by the IRS.)
Checklists that de-risk the start
A Tax Business Startup Checklist and a Tax Office Operations Checklist keep you moving through every step of getting open.
Marketing starter kit
Begin attracting clients with a marketing starter kit designed for getting found early.
The outcome
START, then grow. Built to last.
Start compliant & confident
START with the software, training, and compliance guidance to operate the right way.
Get to first value fast
Onboarding and setup get you to preparing returns quickly — not weeks of guesswork.
Build a foundation that scales
Set up your office, checklists, and marketing so you have a base you can grow later.
Good questions
Before you decide
Is $897 really worth it?
START bundles professional software, training, onboarding, compliance guidance, and startup resources into one one-time price — more than just a software license. There's a Schedule a call option if you want to talk it through before deciding.
Do I need experience to start?
No. START is designed for new and early-stage tax professionals. Training, onboarding, and startup guidance are built in. You'll still need to meet IRS requirements like a PTIN to prepare returns for compensation.
What if I'm not ready to commit?
You can schedule a free demo or consult first and get your questions answered before buying.
Frequently asked questions
Is training included?+
Yes. START includes Software Training, the D-Tax Pros Training Academy, and Preseason Readiness Training.
Do you help with PTIN and EFIN?+
We provide PTIN and EFIN guidance on the requirements and the application process. PTINs and EFINs are issued and approved by the IRS, so final approval is at the IRS's discretion.
Can I add more preparers later?+
Yes — START supports unlimited preparers and multi-office capability as your practice grows.*
How do I get started after purchase?+
You'll receive confirmation and next steps, then move into onboarding and setup, followed by your training — so you start preparing and building right away.
Ready to start your tax business?
Get D-Tax Pros START for a one-time $897 and start building today. Prefer to talk first? Schedule a free demo.
One-time payment · no recurring fees