- an Inc 5000 Fastest Growing Company 5 years in a row!For Tax Pros
Build a Year-Round Tax Business
Whether you're preparing your first return or already have an EFIN, we give you the software, training, and year-round services to improve customer retention and recession-proof your income.
Where do you start?
Readiness decides where you enter
You don't have to begin at the bottom. Pick the door that matches where you are today.
Aspiring tax pro
You want to prepare returns but don't have your PTIN, EFIN or training yet. Start with the free course, learn how the IRS credentials fit together, and get ERO-ready before you spend anything on software.
Start the free course →Already EFIN-ready
You have your EFIN and you're ready to file. Skip development and go straight to Novae Tax Pro Software: professional software, training, tools and access to the full financial services platform.
See Novae Tax Pro Software →The Novae Tax Pro path
Develop. Operate. Build. Scale.
Each stage adds what the next one needs, so you grow into the business instead of guessing at it.
Develop
Free Tax Pro Development Course. Build readiness and learn what it takes to become an Electronic Return Originator.
Operate
Novae Tax Pro Software. Open your practice with TaxSlayer or OLT software, training, tools and platform access.
Build
Tax Pro Software + CoBrand Program. Turn the practice into a year-round tax business with the Premium AI Team, growth support and your own Co-Brand website.
Scale
Novae Network Partner. Grow through sub-offices under your brand and partner infrastructure. Application only.
Plans
Choose the level that fits where you are
Every level includes everything in the one before it, except the CoBrand Package, which is the Co-Brand website on its own.
For aspiring tax pros
Free Tax Pro Development Course
$0
Self-paced
- Step-by-step training on becoming a paid preparer
- PTIN, EFIN and ERO explained in plain language
- A readiness checklist for your first season
- Community access with working tax pros
- Optional: Tax Pro Launch Workbook + AI Assistant, $39
For preparers building skills and community
PTIN Pro
$199
+ $49/mo
- Everything in the free course, plus:
- Live weekly training
- Your own Novae website to earn commission year-round on Novae Financial Services
For EFIN-ready operators
Novae Tax Pro Software
Most popular · EFIN required
$499
+ $99/mo*
- Choose TaxSlayer or OLT
- Everything in PTIN Pro, plus:
- Professional tax software, TaxSlayer or OLT cloud
- All 1040 schedules, A through F
- Business entity returns
- Your own Novae website to earn commission year-round on Novae Financial Services
- AI-powered credit software (for personal use)
- Full software and business training
For tax pros adding financial services to their office
Novae CoBrand Package
No tax software included
$999 $1,999
+ $99/mo*
- Novae Co-Brand financial services website: loans, AI credit software, debt relief, high-yield accounts and more
- Put your brand front and center on your web domain and it's "powered by Novae"
- Offer all Novae services on this co-branded website
- Domain, hosting, SSL and 1 email address included
- Co-Brand site delivered in 3-5 business days, no tech work from you
For operators building a year-round business
Novae Tax Pro Software + CoBrand Program
Best value · EFIN required · Limited-time offer
$2,499 $4,999
+ $99/mo*
- Everything in Tax Pro Software, plus:
- Premium AI Team
- 12-Month Mentorship & Mastermind Group Access
- Novae Co-Brand financial services website: loans, AI credit software, debt relief, high-yield accounts and more
- White label option: your logo inside the tax software
- Back-end fee split on eligible service fees, tied to return volume
- Marketing, systems and client experience playbooks
- Co-Brand site delivered in 3-5 business days, no tech work from you
For established operators ready to run a network of offices
Novae Network Partner
EFIN required · Application only
$9,999 $14,999
+ $99/mo* · Approved by application
- Everything in Tax Pro Software + CoBrand, plus:
- Run a service bureau: sub-offices and preparers file under your brand
- White label software across your whole network
- Overrides from other ERO tax returns nationwide
- Network infrastructure: multi-office management and preparer onboarding
- Dedicated partner support
- Back-end fees on eligible service fees, tied to return volume
- Annual Two-Day Intensive Workshop
- One-on-One Mentorship (Quarterly Sessions)
*The $99/mo Affiliate Pro platform fee starts one month after purchase and may be waived with 5 active credit customers.
Year-round revenue
Keep serving clients long after tax season
Your tax business includes access to the complete financial services platform on this site, so you can help clients with credit, funding and more all year.
Not sure which level fits?
Book a short call and we will walk through where your office is today and which plan makes sense, with no obligation.
Book a ConsultationIncome Disclaimer: The average participant in this business earned $1,408 in 2023, your results may vary. Individual results depend on market conditions, commitment and sales skills, and the expenses of building a business can exceed the commissions received.