Professional software. Essential systems. A solid foundation.

Moneybag Pro is designed for tax professionals who need reliable, cloud-based professional tax software along with practical resources to help operate their tax office efficiently.

This package gives you the technology needed to prepare and transmit tax returns while also helping you establish the operational foundation behind your business.

Instead of giving you software and leaving you to figure out the business side on your own, Moneybag Pro includes resources to help you create a more organized, professional, and prepared tax office.

What’s Included

Moneybag Software Suite Professional cloud-based tax preparation software with the tools needed to prepare and electronically file federal and state tax returns.

Tax Office Operations Blueprint A practical resource designed to help you organize the day-to-day operations of your tax business, including workflows, processes, client management, and office procedures.

BONUS: Tax Office Foundation Framework A foundational resource designed to help you evaluate and strengthen the core components of your tax business before tax season begins.

Who Is Moneybag Pro For?

Moneybag Pro is a great fit for:

New or established EROs who primarily need professional tax software
Tax professionals who already have their own marketing and growth strategy
EROs who want operational resources without extensive training or ongoing support
Independent tax office owners who prefer a more self-directed approach
Tax professionals looking for an affordable way to join the Moneybag software ecosystem

Backend Fees

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

Backend fees are generally deducted from applicable funded bank product returns rather than paid as part of your initial software purchase.

Important Information

Software purchases are subject to Moneybag Tax Solutions' Software Purchase Policy and applicable terms and conditions. Software access, setup, and availability may be subject to EFIN verification and other onboarding requirements.