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Reseller Program
| Reseller (Brand and Resale Software) | A Annual Fee: $1000 – $1500 | B Annual Fee: $3000 (Up Front) | Pro $799 | Expert $2499 | Individual with EFIN that Either wants to sell the software or run their own office + sales. Annual contract fee each year NO EFIN Required |
| Branded Tax Software (Your Company Logo & Name) | No SB Fee | ||||
| Branded Software Login Link (Your Company Name) | |||||
| # of License | UNLIMITED | UNLIMITED | |||
| Cost per License (Depend on BP) | $199 (Up to 20) $99 After | $0 | |||
| Revenue Split | 100 % | 100 % | 80/20 | 90/10 | |
| Experienced as SB or Manage Multi Offices | No | No | Yes | Yes | |
| Master EFIN Required | Yes | Yes | No | No | |
| Prior Year Access | 3 Years | 3 Years | 3 Years | 3 Years | |
| Additional Users | Unlimited Users | Unlimited Users | 10 Additional Users | Unlimited Users | |
| Custom Business Name | ✓ | ✓ | |||
| Unlimited Federal Returns 1040,1040NR, Sch c, 1099 | ✓ | ✓ | ✓ | ✓ | |
| Free E-Filing | ✓ | ✓ | ✓ | ✓ | |
| Unlimited State Returns All 50 States (including DC) | ✓ | ✓ | ✓ | ✓ | |
| Year Round Customer/ Tech Support | ✓ | ✓ | ✓ | ✓ | |
| $6,000 Loan Advances | ✓ | ✓ | ✓ | ✓ | |
| Prep Fees up to $999 | ✓ | ✓ | ✓ | ✓ | |
| Custom Software Link with Your Log/ Business Name | ✓ | ✓ | ✓ | ✓ | |
| Software Training | ✓ | ✓ | ✓ | ✓ | |
| Auto Updated Software | ✓ | ✓ | ✓ | ✓ | |
| Direct Mode | ✓ | ✓ | ✓ | ✓ | |
| Interview Mode | ✓ | ✓ | ✓ | ✓ | |
| Refund Bank Products | ✓ | ✓ | ✓ | ✓ | |
| Bank Product Rebates (Based on Production) | ✓ | ✓ | ✓ | ✓ | |
| Paperless Office | ✓ | ✓ | ✓ | ✓ | |
| Document Manager | ✓ | ✓ | ✓ | ✓ | |
| Electronic Signature | ✓ | ✓ | ✓ | ✓ | |
| Mobile App | ✓ | ✓ | ✓ | ✓ | |
| Quick Tax Calculator | ✓ | ✓ | ✓ | ✓ | |
| Audit Protection Revenue (Add on) | ✓ | ✓ | ✓ | ✓ | |
| Knowledge Base | ✓ | ✓ | ✓ | ✓ | |
| Service Bureau | Determined by Keystone 0- $99 $25 | Determined by Keystone 0- $99 $15 | $43.00 | $50.00 | |
| Transmission (Upcharge up to $69 to make it 99) | $30.00 | $30.00 | $24.00 | $24.00 | anything over than $30 tran fee is revenue for reseller. Up to $69 |
| Bank (Fees May Be Slight Different) | Depends on Bank Choice | Depends on Bank Choice | $39.95 | $39.95 | Goal Total BP = 1500 |
| Put $99 Down To Get Started Today. Pay The Rest Later. Start Your Own Tax Preparation Business with No EFIN! This is our most affordable package! Designed for the tax preparer just getting into the tax preparation business or simply wants to save on start up cost. We will provide you an EFIN to help jump start your tax business. With this service, we revenue share 60/40 split in favor of the partner. Start your tax business today and keep the majority of your own money with little start up cost. Run your tax business like a major tax franchise for less. We provide software training, marketing strategy, limited customer support, bank products, audit protection services, and professional tax software. | Put $199 Down To Get Started Today. Pay The Rest Later. Start Your Own Tax Preparation Business with No EFIN! This package is designed for the tax professional who has little experience in the tax preparation business and desires each and every tax return to be reviewed, in its entirety, before the tax return is electronically filed through our E-filing Service. We will provide you an EFIN to help jump start your tax business. With this service, we revenue share 70/30 split in favor of the partner. Start your tax business today and keep the majority of your money. Run your tax business like a major tax franchise. We provide software training, marketing strategy, customer support, bank products, audit protection services, and professional tax software. | Put $299 Down To Get Started Today. Pay The Rest Later. Starting a tax preparation business has never been easier. Start your tax business with NO EFIN required! This is far and away our most popular package and is designed for the tax prep business entrepreneur who, generally, has some experience or exposure with the tax preparation business or is otherwise confident about their ability to prepare tax returns without the necessity of each and every return being reviewed. With this service, we revenue share 80/20 split in favor of the partner. Run your tax business like a major tax business. We provide software training, marketing strategy, customer support, bank products, audit protection services, and professional tax software. | There is NO deposit for this package. It must be paid in full. Start your tax preparation business with no EFIN required and keep majority of your money with this package. With this service, we revenue share 90/10 split in favor of the partner. Run your tax business the way you want. Generally those who have a large clientele choose this package. We provide software training, marketing strategy, customer support, bank products, audit protection services, and professional tax software. | ||
| Total Fees | $55.00 | $45.00 | $106.95 | $113.95 | |
| DEPOSIT | Pay in Full Required | Pay in Full Required | $299.00 | NONE | |
| Rebate (Funded BP until May 1, 2020) | TBA $3 for 100 -299 Funded by 5/1/2020 $5 for 300 or more Funded by 5/1/2020 | ||||
| NO Refferal | |||||
| Rebate: Bank (Funded BP until April 30) | $5 *Over 150 Funded BP | No REBATE | Per office not overall | ||
| Renewals | |||||
| FREE | Top Offices | Reginald Marshall, Malaysia Brown, Lisa Taylor, Kevin Tillery, Jenara Labeaud | |||
| Prior BP: 30 or more FUNDED BP by 5/1/18 Until July or August | Free with SAME package | ||||
| $99 OFF Deposit | Upgrade package from prior yr | ||||
| $99 Deposit | Prior BP: 1 – 29 FUNDED BP by 5/1/18 Until July or August | SAME Package ONLY. 90/10 NOT INCLUDED with PROMO | |||
| Requirements for SERVICE BUREAUS: | Bank | SB | |||
| FALSE | Master EFIN (active) | RA | 43 | ||
| FALSE | Bank Product User: 1200-1500 Prior Bank Volume Needed Multi Offfice Preference | ||||
| FALSE | Must be Good at Customer Service, Sales and Marketing | All 50 states. Year round | TPG | 40 | |
| FALSE | Must Control all your office, returns, staff, procedures, systems, and settings | ||||
| FALSE | Have to provide support to your clients. Own procedures | ||||
| FALSE | Experience in Tax industry | ||||
| FALSE | Base Fee For Software | ||||
| FALSE | |||||
| Advantages for RESELLERs: | Bank | SB | |||
| FALSE | Own Boss/ Brand | ||||
| FALSE | Provide Own Support | ||||
| FALSE | Set Custom Software Prices | ||||
| FALSE | Earn Income: Lisc Upcharge: Transmission (upcharge fee is $6) Rebate with $55 | Upcharge up to $69 | |||
| FALSE | Complete Management Control of all your office, returns, staff, settings | ||||
| FALSE | Potential Year Round Income. Sell software year round | ||||
| FALSE | Keystone charges ONLY transmission for service bureaus | ||||
| FALSE | Have to provide support to your clients. Own procedures | ||||
| FALSE | Branded Software | ||||
| FALSE | |||||
| FALSE | Rebate Opportunity | ||||
| FALSE | Creation of partnership packages under them | ||||
| FALSE | |||||
| SB | Trans | ||||
| 0 | 24 | ||||
| Client can upcharge uo to $99 | ($9 Kickback) $2 TSP Add on |