Own Your Tax Business.
Keep Every Dollar.
No franchise fees. No revenue splits. With CEO Tax Software you're not renting software — you're building a scalable business that belongs entirely to you. Your clients. Your brand. Your profit, from the first return to the last.
Tax Software That Pays You First
More than 800 tax professionals have already made the move. You keep every dollar you earn — no splits, no surprise charges — backed by a track record that stretches back to 2008 and trust earned nationwide over 17 years.
Along the way, CEO Tax Software has returned over a million dollars in year-end bonuses to its partners and turned everyday preparers into multi-million-dollar success stories. Pair that with modern tools — client portals, mobile apps, unlimited e-filing, and automation — and you hold onto full ownership the whole way.
- Keep 100% of your fees — no splits, no hidden charges
- Trusted nationwide since 2008 — 17 years of proven results
- Over $1M in year-end bonuses shared with partners
- Real multi-million-dollar success stories from real users
- Your clients, your brand, your profit — always yours
Of Your Fees Stay Yours
Join an CEO Tax Software Community
Three communities, one mission — your growth. Connect with peers who walk the same road, trade strategies, and build together. Pick the room that matches where you are right now.
PTIN Community
Link up with paid tax preparers across the country. Swap filing tactics, work through tricky returns, keep pace with IRS changes, and grow your practice with peers who have your back.
Join the PTIN CommunityERO Community
Team up with EROs from coast to coast. Fine-tune your bank-product workflows, push your markups higher, celebrate office wins, and tap a brain trust built around scaling your e-file business.
Join the ERO CommunityService Bureau Community
The inner circle for CEO Tax Software bureau owners. Get strategy sessions with Germany, partner discounts, ready-made marketing playbooks, and a direct line to the team building this movement.
Join the Bureau CommunityEverything You Need to Run & Scale
Modern, secure, and built for ambitious tax professionals — from solo preparers to full-scale service bureaus.
Cloud-Based Software
Run the whole operation from anywhere — office, home, or on the move — with client files, filings, and your team in one live dashboard.
Unlimited E-Filing
Serve clients in all 50 states with unlimited e-filing — individual or business — at no extra cost and with zero hidden fees.
Bank Products & Refunds
Handle refund disbursements with built-in banking partners — advances, direct deposits, and checks, all processed securely.
Built-In Marketing
Grow with done-for-you flyers, social templates, and promo kits ready to attract new clients and expand your reach.
Audit Protection & Security
From personal to corporate returns — audit support, encrypted data, and identity protection are built into every filing.
24/7 Expert Support
No bots — real professionals only. Our team is on call around the clock for setup, troubleshooting, and tax questions.
Full CRM Included
Capture leads, manage clients, run SMS and email drips, collect e-signatures, and track every pipeline from one branded hub.
Responsive Website
A branded, mobile-ready site ships with your Service Bureau — built to convert, wired to your CRM, and live on day one.
The All-In-One CRM That Runs Your Business
Put down the spreadsheets, sticky notes, and disconnected apps. The CEO Tax Software Service Bureau CRM comes free with your package — one command center for clients, leads, marketing, messaging, scheduling, and growth.
It's the same enterprise-grade platform the biggest firms rely on — branded with your logo and ready to scale from day one.
- Lead capture & pipelines
- SMS & email automation
- Secure client portal
- Calendar & online booking
- Campaigns & drip sequences
- Reviews & reputation tools
- Branded office mobile app
- Live reports & dashboards
- Two-way client texting
- E-signature workflows
Request a Demo. Watch It Work.
Take CEO Tax Software for a spin before you commit. See how one platform helps you keep every dollar, manage clients effortlessly, and scale with confidence — with a hands-on look at e-filing, mobile apps, and automation.
Choose Your Power Package
Clear pricing, premium tools. Every plan is engineered to help you grow — from solo preparer to full-scale bureau.
Desktop
- Desktop or dashboard access
- All states included
- Unlimited e-filing
- Business package
- Paper Cut included
- Bank product registration
Service Bureau
- Unlimited software
- Co-branding included
- Full CRM included — leads, pipelines, SMS, calendar & more
- Website included
- Complete office setup
- Dedicated tech support
- Your own tech-support team
- E-file support
- Bank product registration help
Pro Web
- All states included
- Unlimited e-filing
- Paperless office
- Bank product registration
Back-End Fees, Fully Itemized
Deducted from the taxpayer's refund on each federally funded bank product processed through Santa Barbara Bank (TPG) and Refund Advantage. No mystery line items.
Bank Product Fees
Standard charges applied to each federally funded bank product.
Processing Partners
Federally funded bank products handled by industry leaders.
How You Make Money
Squeeze the most out of every return. CEO Tax Software gives EROs flexible markups and revenue retention built for high-margin growth.
Tax Software Fee — Desktop
- Your cost: $100 per location
- Anything above $100 is kept by the ERO
Tax Software Fee — Web-Based
- Your cost: $50 per location
- Anything above $50 is kept by the ERO
Service Bureau Fee
- ERO may charge up to $99
- 100% of this fee goes to the ERO
Transmission Add-On Fee
- Add-on fee is $78
- $39 of it goes to the ERO
- More add-ons may apply per bank guidelines
More Ways CEO Tax Software Helps You Win
Beyond the software — training, marketing, and partnerships to elevate your office and own your market.
Training & Technical Support
Your success is the mission. Tap training videos, materials, and 24/7 expert help through peak season — everything you need to master the software.
Marketing Discounts & Partnerships
Build your brand faster with exclusive marketing resources, promo materials, and partner discounts made to help you stand out and scale.
Award-Winning Software
Get up and running in minutes with powerful, easy-to-use software trusted nationwide — quick setup, seamless onboarding, proven results.
Identity Theft Protection — A New Revenue Stream
Hand your clients real peace of mind with Protect My ID services — and open a fresh income line for your office at the same time. They stay protected; you grow your bottom line.
Available only through CEO Tax Software — your partner in smarter, stronger tax business solutions.
Contact Us
Germany Williams — the Vision Behind CEO Tax Software
For years, Germany Williams has been reshaping the tax industry around a single idea: turn everyone who partners with CEO Tax Software into a success story. A natural leader and builder, Germany is devoted to helping people stand up sustainable, profitable tax businesses through the right tools, training, and mentorship.
That leadership runs on purpose and integrity — a conviction that success is within reach for anyone willing to learn, stay consistent, and commit to doing excellent work. You feel it across everything CEO Tax Software offers, from affordable, approachable software to the support systems that keep bureaus and independent preparers running smoothly nationwide.
Under Germany's direction, CEO Tax Software has grown into far more than a software company — it's a movement for financial independence. The mission reaches past technology, opening doors to entrepreneurship, generational wealth, and genuine ownership.
Real Stories From Real Partners
Hundreds of tax pros have built thriving businesses on CEO Tax Software Here's what the journey has looked like for them.
Partnering with CEO Tax Software since 2018 has been a standout experience. The team knows their craft, stays professional, and keeps going the extra mile to help partners succeed. I'm grateful for the relationship and the value it brings my business year after year.
Ten-plus years in, and CEO Tax Software has genuinely changed my business. As a bureau, I'm earning more than ever. They didn't just hand me software — they taught me how to build and scale the right way. The founder came up as a preparer, so they truly get what we deal with.
Several years using CEO Tax Software and it keeps beating expectations. My clients rave about how accurate and clear their filings are. Support is fast and sharp, and updates land regularly. I recommend CEO Tax Software to any pro who wants dependable software.
Eight years and counting, Germany — thank you. Your team is always reachable and quick to help. The software is exactly what our office needs to run efficiently, with the right tools and controls in place. My revenue has climbed tremendously since I started with CEO Tax Software
CEO Tax Software makes complex federal and state returns simple and stress-free. The platform is easy to navigate, so I serve clients quickly. What I love most is the transparency — no hidden fees, everything upfront. It's software you'll keep coming back to season after season.
Nearly a decade with CEO Tax Software, and it's still the easiest, friendliest software out there. The team is available 24/7 and always delivers top-tier support. I've never had a single reason to switch — CEO Tax Software is simply the best.
More Than Software — Your Partner in Success
Whether you already run a service bureau or you're ready to launch one, and you're hunting for the right software company to grow with — welcome to CEO Tax Software We're not just a provider; we're a partner who understands your business, your challenges, and your goals.
Everything we build starts with our Service Bureau partners in mind. From powerful tools to hands-on guidance, we give you the resources to grow, scale, and win in a competitive industry.
Book Your Demo- Professional marketing collateral to promote your brand with confidence
- Complete software training materials for smooth onboarding and team growth
- Customizable contract templates that protect and empower your business
- Strategic pricing structures engineered to maximize your profit
- Co-branding opportunities plus dedicated technical support for smooth operations
- Freedom, flexibility, and ongoing support to reach the next level
Build Your Legacy With CEO Tax Software
Your path to financial freedom and true ownership starts here. Join hundreds of tax professionals who've built thriving businesses with powerful tools, expert training, and support that never quits. First-time preparer or seasoned bureau owner — CEO Tax Software gives you everything you need to grow, lead, and win.