After you purchase our tax software solution, the following steps will occur to ensure a smooth setup and onboarding process:

1. Service Level Agreement (SLA) Email: You will receive an email containing the Service Level Agreement (SLA). This document will
outline the terms and conditions of our service.

2. Information Request: Along with the SLA, we will request essential information from you, including:

Your Electronic Filing Identification Number (EFIN)

Bank information for bank product deposits

Details of the EFIN owner

This information is necessary for us to set up your admin user profile accurately.

3. Admin User Profile Setup: Once we receive the required information, our team will proceed with setting up your admin user profile.
This setup is crucial for accessing and managing the tax software.

4. 1-on-1 Session Scheduling: We will schedule a personalized 1-on-1 session with you. During this session, we will provide a detailed
walkthrough of the software and answer any questions you may have. Our goal is to ensure you are fully comfortable using the
software.

5. Access Setup Completion: Our team aims to complete the entire setup process within 2 to 3 business days. Once your access is
set up, you will be ready to start performing tax preparation services for your clients.

We are committed to providing a seamless experience and are here to support you throughout the setup process and beyond.

You’ll get full web access, secure backup, complete visibility, and professional business support.

No, there are no additional fees when purchasing our tax software. The price you see is the price you pay. However, please note that fees may occur when utilizing bank products, which are paid by customers. These fees are associated with specific services provided by financial institutions and are not directly related to the purchase of our software. We are committed to transparency and will always communicate any applicable fees upfront to ensure a clear understanding of costs associated with our services.

When you purchase our tax software and use it with your Electronic Filing Identification Number (EFIN), you will receive 100% of your tax preparation fees. We do not split commissions or withhold any portion of your earnings. Our commitment is to empower you as a tax preparer and ensure that you retain the full value of your services. With our software, you can confidently serve your clients knowing that you are maximizing your earnings without any deductions or hidden fees.

Yes, absolutely! We understand that transitioning to a new tax software provider can be daunting, which is why we offer seamless data transfer services. Our platform is compatible with most major tax software providers, allowing for a smooth transition of your client data. Whether you're currently using software from a different provider or managing your clients manually, we make it easy to migrate your data into our system. Our team is here to assist you every step of the way, ensuring that your transition is hassle-free and that you can quickly resume serving your clients with minimal disruption.

At APEX Tax Solutions, we pride ourselves on offering a trusted solution backed by robust IT support from experienced professionals. Our dedicated team of IT experts is here to assist you with any technical issues or questions you may have while using our software. Whether it's troubleshooting an error, providing guidance on software features, or offering tips for optimal performance, we're committed to ensuring that you have a seamless experience. You can rely on our knowledgeable support staff to address your concerns promptly and efficiently, allowing you to focus on your core business activities with confidence. If you ever need assistance, simply reach out to our support team, and we'll be happy to help.