Get the software. Get the resources. Get ready for tax season.

The Software Plug Bundle was created for tax professionals who want more than tax software sitting in their inbox. This Coworker Day bundle combines professional tax software with Moneybag resources designed to help you prepare your office, strengthen your skills, train your team, and get ready for the upcoming tax season.

You’ll get access to Moneybag’s digital library, tax office resources, templates, training, and more, all bundled together into one special offer.

Whether you're launching a new tax office or upgrading what you already have, this bundle gives you the software to prepare returns and the resources to help you run the business behind them.

What’s Included

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 and resources, including:

AFSP Course
White-Label Team Training Resources
ERO Mentorship Evergreen Replays
Class Replays
Future Digital Library additions

Train Your PTIN Team Training resources to help prepare your PTIN preparers for the upcoming tax season.

Available for qualifying offices operating under the Moneybag Service Bureau.

Tax Office Templates Ready-to-use business resources to help you organize and operate your tax office.

Graphic Templates Customizable marketing graphics to help you promote your tax business throughout the season.

Tax Pro BagA 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 Bonuses

Tax Office Startup Checklist
Tax Season Launch Timeline
Office Setup Guide

Who Is This Bundle For?

The Software Plug Bundle is a great fit for:

New EROs preparing to launch their first tax office
Existing EROs looking for professional tax software
Tax office owners preparing their teams for tax season
Tax professionals who want training and business resources alongside their software
EROs who want access to Moneybag's growing digital resource library

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

Want additional systems or personalized support? The following upgrades are available separately:

GHL Snapshot
SuiteDash Buildout
Jotform Buildout
Additional CRM Buildout
One-on-One Strategy Session

Optional add-ons are sold separately and are not included in the Software Plug Bundle unless specifically stated at checkout.

Important Information

Software access is subject to applicable onboarding requirements and EFIN verification.

Digital products and resources included with this bundle are for the purchaser's authorized use unless otherwise specified. White-label rights apply only to resources specifically identified as white-label products.

Future Digital Library additions refer to eligible resources added to the included Moneybag Digital Library and do not include every future product, service, training, software, event, or offer released by Moneybag Tax Solutions.