You’re not just preparing returns. You’re running a company.

The CEO Plug Bundle is the most comprehensive Coworker Day offer for tax office owners who want to strengthen the entire business behind their tax software.

This bundle brings together the major pieces of the Moneybag ecosystem, including professional tax software, digital resources, business systems, team training, marketing tools, operational resources, and personalized strategy.

Instead of purchasing resources for different parts of your office separately, the CEO Plug gives you tools to help you build the business, automate the operations, develop the team, and lead the office.

If you're ready to stop operating like a solo tax preparer and start thinking like the CEO of a tax company, this bundle was built for you.

What’s Included

Software & Operations

Professional Tax Software Cloud-based professional tax preparation software for preparing and electronically filing federal and state tax returns.

Complete Moneybag Digital Library Access to Moneybag's growing collection of digital education, training, templates, and eligible resources, including future additions to the library.

Business Systems

GHL Snapshot OR Credit Toward a Full CRM Buildout Choose the ready-to-import Moneybag GHL Snapshot or apply the designated value toward an eligible full CRM buildout.

Contract Templates Ready-to-customize agreements to help establish expectations and protect your tax business.

Workflow Templates Pre-built resources to help you create organized, repeatable processes throughout your office.

Tax Office Templates Practical business resources designed to support the day-to-day operation and management of your tax office.

Leadership & Growth

Train Your Team Service Professional training for your tax office team to help strengthen their knowledge and prepare them for tax season.

Graphic Templates Customizable marketing graphics to help you consistently promote your tax business.

Tax Pro Bag A Moneybag-designed professional briefcase created specifically for tax pros, giving you a stylish and functional way to carry your laptop, documents, and tax season essentials.

Exclusive CEO Bonuses

CEO Strategy Session A private strategy session focused on your tax office, goals, growth priorities, and next steps.

Office Operations Audit A review of your current tax office operations to identify opportunities to improve organization, efficiency, workflows, and overall execution.

Additional Software License Choose an eligible corporate tax software license or additional preparer office license to expand your software capabilities.

Who Is the CEO Plug For?

The CEO Plug Bundle is a great fit for:

EROs ready to operate their tax office like a business
Growing tax offices that need stronger systems and processes
Office owners preparing to manage or develop a team
Tax professionals who want software, training, systems, and resources in one package
Established EROs who want to upgrade multiple areas of their office at once
Tax business owners ready to focus on leadership, operations, and growth

Backend Fees

Transmitter Fee: $71 (TaxSlayer) / $75 (OLT)
Service Bureau Fee: $50

Backend fees are charged to the taxpayer when utilizing applicable bank products and are not charged to the tax office.

Optional Add-Ons

Additional CRM solutions and upgrades are available separately:

Full GHL Buildout
SuiteDash Buildout
Jotform Buildout

If CRM buildout credit is selected, the applicable credit will be applied toward an eligible buildout. Any remaining balance is the purchaser's responsibility.

Important Information

Software access is subject to applicable onboarding requirements and EFIN verification. Third-party CRM subscription fees are not included unless specifically stated.

The Tax Pro Bag is a physical product and will be fulfilled separately from digital products and services.

Digital products, white-label resources, software, and other materials are subject to their respective license and usage terms. Future Digital Library additions include eligible resources added to the included library and do not include every future Moneybag product, service, event, or offer.