Starter
$299per season
REVENUE SPLIT (PREPARER / COMPANY)60/40
- Software access
- EFIN sponsorship arrangement
- Basic training
- Onboarding and standard support
TAXJET PRO / SOFTWARE DEPARTMENT
Run the seasonon TaxJet Pro.
Tax software for new preparers, independent tax offices and multi-office owners — in three clear tiers, with onboarding built in. Packages run from $299 to $1,999 per season.
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TAXJET PRO / PTIN PREPARER TIER
PTIN Preparer
- EFIN sponsorship arrangement
- TaxJet Pro software access
- Training & onboarding
- Revenue split up to 80/20
FROM$299PER SEASON
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PTIN PREPARER.EFIN / ERO PARTNER.SERVICE BUREAU.FROM $299 PER SEASON.
LAUNCH LINEUP / TIER SELECTOR
Pick yourtier.
Three tiers, nine packages. All TaxJet Pro prices are per season. Choose a tier, then pick a package below.
All prices are per season. Select a tier to highlight it in the comparison below. PTIN required for every paid preparer; eligibility applies to the PTIN Preparer tier.
PACKAGES / FILE NO. 004
Pick yourpackage.
Three packages under each tier. Package prices are per season; add-ons are one-time. Pay now buttons open Stripe Payment Link placeholders.
TIER 01 / PTIN PREPARER
Affordable entry into tax preparation. File under our EFIN / ERO with an EFIN sponsorship arrangement. PTIN required; eligibility applies.
Professional
$399per season
REVENUE SPLIT (PREPARER / COMPANY)70/30
- Everything in Starter
- Advanced training
- Marketing templates
- Priority support
Premium
$499per season
REVENUE SPLIT (PREPARER / COMPANY)80/20
- Everything in Professional
- Business development training
- Expanded marketing resources
- Individual onboarding
Eligible revenue and responsibility for software, bank, transmission and other fees are defined in your partner agreement.
TIER 02 / EFIN · ERO PARTNER
Independent tax office software access. For EFIN holders and EROs running their own e-file office, using their own approved EFIN.
ERO Essentials
$499per season
- Software
- Basic onboarding
- Bank product enrollment guidance
- Training and ongoing standard support
ERO Growth
$699per season
- Everything in Essentials
- Up to 5 preparers
- Marketing materials
- Ongoing priority support
ERO Elite
$899per season
- Everything in Growth
- Up to 10 preparers
- Up to 2 sub-office configurations
- Advanced training
- Ongoing priority support
ERO partners use their own approved EFIN and retain their negotiated preparation revenue, subject to applicable fees.
TIER 03 / SERVICE BUREAU PARTNER
Multi-office business expansion. For owners who run multiple offices and want a service bureau setup with fee management and reporting.
Service Bureau Starter
$999per season
- Up to 3 sub-offices and 15 preparers
- Software access
- Basic fee management
Service Bureau Growth
$1,499per season
- Up to 5 sub-offices and 25 preparers
- Advanced fee management
- Reporting, training and priority support
Service Bureau Elite
$1,999per season
- Up to 10 sub-offices and 50 preparers
- Advanced reporting
- Expanded management tools
- Branded marketing resources
White-label upgrade available on request (subject to software provider approval).
ADD-ONS / ONE-TIME FOUNDING PRICES
Add-ons
One-time founding prices, not per season. Ask us to add any of these to your package.
- Additional preparer$25one-time
- Additional sub-office$99one-time
- Marketing graphics bundle$99one-time
- Premium marketing bundle$199one-time
- One-on-one business consultation$75one-time
- Custom branded materials$99one-time
- Additional training session$49one-time
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COMPARISON / SIDE BY SIDE
Every tier,at a glance.
| Compare tiers | PTIN PreparerTIER 01 | EFIN / ERO PartnerTIER 02 | Service Bureau PartnerTIER 03 |
|---|---|---|---|
| Price per season | $299–$499 | $499–$899 | $999–$1,999 |
| Packages | Starter · Professional · Premium | ERO Essentials · Growth · Elite | Starter · Growth · Elite |
| TaxJet Pro software access | ✓ | ✓ | ✓ |
| EFIN | EFIN sponsorship arrangement | Your own approved EFIN | — |
| Preparers included | You (individual preparer) | Up to 5 (Growth) · up to 10 (Elite) | 15 · 25 · 50 by package |
| Sub-offices | — | Up to 2 configurations (Elite) | 3 · 5 · 10 by package |
| Revenue structure | 60/40 · 70/30 · 80/20 preparer / company | You retain your negotiated preparation revenue, subject to fees | — |
| Marketing | Templates (Professional) · expanded resources (Premium) | Materials (Growth, Elite) | Branded resources (Elite) |
| Fee management & reporting | — | — | Basic fee management (Starter) · advanced fee management and reporting (Growth, Elite) |
| Support | Standard · priority on Professional & Premium | Ongoing · Standard on Essentials, Priority on Growth & Elite | Priority |
Every package includes free setup, onboarding and standard training. Full terms are in your partner agreement.
POLICIES / SUPPORT / SEASON
Clear terms.No surprises.
Setup is free, with refunds only before activation. Support hours, season dates and add-on terms are on the Policies page.
RESELLER ONBOARDING / FILE NO. 005
Onboarding thatdoes the paperwork.
Three paths, one setup: pick the one that matches your credentials and your office.
PTIN Preparer
EFIN sponsorshipGet set up with a Preparer Tax Identification Number, then file under Morrise Reserve’s EFIN and ERO through an EFIN sponsorship arrangement.
EFIN / ERO Partner
Your own approved EFINIRS e-file application guidance for your own EFIN, plus setup as an Authorized IRS e-file Provider and Electronic Return Originator.
Service Bureau
Multi-office expansionMulti-office setup for owners who run several offices, with sub-offices, preparers and fee management.
Under the PTIN Preparer tier you file under Morrise Reserve’s ERO: PTIN required, eligibility applies, and IRS e-file rules always apply. EFINs are issued by the IRS to those who qualify. General information only — confirm current requirements at IRS.gov.
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TAXJET PRO / FAQ
Software questions,answered.
TaxJet Pro is the tax software we offer in three tiers — PTIN Preparer ($299–$499), EFIN / ERO Partner ($499–$899) and Service Bureau ($999–$1,999) — each with three packages. All prices are per season.
PTIN Preparer: Starter $299, Professional $399, Premium $499. EFIN / ERO Partner: ERO Essentials $499, ERO Growth $699, ERO Elite $899. Service Bureau: Starter $999, Growth $1,499, Elite $1,999. All prices are per season; setup is free and onboarding and standard training are included.
Yes. Add-ons are one-time founding prices, not per season: additional preparer $25, additional sub-office $99, marketing graphics bundle $99, premium marketing bundle $199, one-on-one business consultation $75, custom branded materials $99 and additional training session $49.
PTIN Preparer packages use a preparer / company split: Starter 60/40, Professional 70/30, Premium 80/20. Eligible revenue and responsibility for software, bank, transmission and other fees are defined in your partner agreement.
Standard support is Monday–Friday, 9 AM–5 PM CST. Priority support is Monday–Saturday, 9 AM–7 PM CST, with extended hours during peak season as announced. PTIN Starter is standard support, and PTIN Professional and Premium also include priority support. All ERO packages include ongoing support: ERO Essentials is standard, and ERO Growth and ERO Elite are priority. Service Bureau is priority.
Refunds are available before activation. After activation there is no refund. The setup fee is free on every tier.
Seasonal access runs November 2026–October 2027. Filing and e-filing availability are subject to IRS and software provider schedules.
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DOCUMENT REQUEST
See it in actionbefore you commit.
Book a software demo and ask which tier and package fit your credentials and your office.
BOOK NOW / START HERE
Ready to open your file? Book Now.
9894 Bissonnet St, Suite 220, Houston, TX 77036 · Monday–Friday, 9:00 AM–5:30 PM CT