No-Upfront Cost Tax Training & Tax Software

AffordaTax Biz-in-a-Box, Inc. is designed for the aspiring or seasoned tax professional. Our Fully Integrated Tax Preparation, E-File and Bank Software suite has absolutely no upfront cost, no minimum requirement, no setup cost, free training, tech support and mobile e-signature capability.

All-Inclusive &
Free Tax Business

The Free Package Includes Everything You Need

AffordaTax Biz-In-A-Box is designed for the price-conscious tax preparer who wants free tax software and tax training; and the ability to expand quickly and manage your virtual, home-based or retail tax office easily.

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Web-Based Professional Tax Software

Unlimited Logins
Up to 4 prior tax years
Interview or Forms Based
How-To tax software training

Bank Product

Compete with the big-box tax offices

Software allow you to offer $150-$6,000 Cash Advance to your clients
Tax prep fee deducted from refund
Your tax prep fee deposited directy into your account
Embedded in tax software

Web-Based Portals

Online Client Tax Doc Portal
Online SharePoint Portal

Marketing

Personalized Webpage for Your Tax Office
Business Cards & Postcard Design Templates
Downloadable Vacation Vouchers

IRS-Approved Certified Tax Training

15 continuing eduation (CE) credit hours
We report to the IRS and CE hours will show under your PTIN on IRS.gov website.

Fully-Automated

Unlimited E-Filing of Federal Returns & All States
Mobile Signature Feature
App for Clients to Upload Docs
Online Client Intake Form

No Credit Check

Attach Your Own EFIN or EFIN Application Assistance
Automatic Approval – unless bank/tax/insur. fraud in your background. (background check required)

Customer Support

Phone Support/Training for tax questions
Marketing Training
PTIN & EFIN Assistance

Hire Preparers to Use the Software You Purchase

Earn Additional Passive Income

We provide you a short training video and Link to send your Hirees/Staff so they can access the training in their free AffordaTax Biz-in-a-Box training portal (once sign up is complete).

You can access reports to see when they complete their online training. You can hire one or hundreds. Everything is automated, no extra work for you. Become an Affiliate Owner.

Tax Software Has Built-In Feature So You Can Offer Your Clients $250 to $6,000 Cash Advance (just like the big-box tax stores)

Automatic Approval to Offer Advance With Every Package

Attract & retain more clients with Cash Advances that begin January 2nd until February 28th.

Apply with a click of a button (within the software) AND know approval status almost immediately.

Add-on Fees

(Embedded In Software & Rebated to You May 31st)

Automatic Approval to Offer Advance With Every Package

Tax Preparers can add up to $40 to the Audit Defense product and up to $30 to the S.B. Fee. This is rebated to your office in May.

Your Turn-Key Solution
For Tax Preparers

Become an IRS-Authorized E-File Professional and get your turn-key tax business in a box. No Up-Front Cost & No Experience Required.

You get our tax software suite without paying anything upfront. You don’t have to pay for tax software licensure, tax training, bank integration, etc.

This game-changing way to buy tax software and tax training gives you everything you need to stay competitive and meet client needs.

Your Fully Integrated Suite of Services is 100% Automated, Online and Self-Paced.

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“
Being a Tax preparer with AffordaTax has changed my life!

It’s a well oiled operation that offers everything a preparer requires to be successful. I am so appreciative to have the great fortune to have attracted AffordaTax and its seamless operation and have stayed with them for 6 years.