Moneybag Pro Advanced Software (Tax Wise)

Our award-winning cloud-based tax preparer software is easy to navigate, and is great for the beginner tax professional and the veteran tax preparer.

• Unlimited 1040 E-Filings
• Secure Online Document Storage
• Electronic Signatures
• Taxpayer Remote Interview
• Secure Client Portal
• Business Texting
• Refund Transfers

*Powered by Tax Wise

Back End Fees

Transmitter Fee=$99 (with integrated client intake form), $79 (without integrated client intake form)

Service Bureau Fee (depending on prior year volume, can be PTIN or EFIN volume)

• 0-50 Prior Year Returns=$50

• 51-100 Prior Year Returns=$40

• 101-200 Prior Year Returns=$30

• 201+ Prior Year Returns=$20

E-File Fee & Document Preparation Fee (optional)-Set by the ERO

Non-Bank Product Fee-$50

Refund Bank Fee (Dependent on bank chosen by ERO)-Refund Advantage=$39.95, SBTPG=$44.95

Taxpayer Audit Protection-$62