CJS packages
Two packages to start. Both include TaxSlayer Pro or OLT Pro, setup and support. Pay in full, or pay $99 down and the rest comes out of your first funding. Not sure which fits? Request a demo.
Choose your package
Software Only
For established tax offices that primarily need professional tax preparation software.
- TaxSlayer Pro or OLT Pro
- Software setup and activation
- Software access portal
- Technical support
Payment plan: $99 down, the rest comes out of your first funding.
Choose Software OnlyStandard
For tax offices that want software plus tools to organize and manage their team.
- Everything in Software Only
- Full Tax Office dashboard
- Preparer invitations and onboarding
- Preparer agreements and fee splits
- Return and earnings tracking
- Support tickets and training resources
Payment plan: $99 down, the rest comes out of your first funding.
Choose StandardSmartWiz AI Data Entry
SmartWiz works inside TaxSlayer Pro Web and OLT Pro. Its AI assistant reads your clients' documents, builds the client profile and enters the data into the return, so you spend your time reviewing instead of typing.
- $99 due at signup
- $800 collected from your first bank-product funding
- $30 per return
- 30-return minimum through CJS (SmartWiz direct requires a 50-return minimum)
- Works with the TaxSlayer Pro Web or OLT Pro package you buy from us
- Low upfront cost: most of it comes from your first funding
- CJS handles setup and training, and supports you all season
Available with any CJS software package. SmartWiz is a trademark of its owner. It is a data entry tool only; you review every return before filing.
Which one is right for you?
| Software Only | Standard | |
|---|---|---|
| Best for | Established offices that just need software | Offices that want to manage their team |
| TaxSlayer Pro or OLT Pro | ||
| Setup, activation and technical support | ||
| Software access portal | ||
| Full Tax Office dashboard | - | |
| Preparer invitations and onboarding | - | |
| Preparer agreements and fee splits | - | |
| Return and earnings tracking | - | |
| Support tickets and training resources | - | |
| Your price |
Schedule your setup and training
Tax Office onboarding
We'll set up your account and walk you through it 1-on-1. Already set up? Log in to TaxSlayer.
Common questions
Is this the real TaxSlayer Pro and OLT Pro software?
Yes. You get the same professional software sold direct. We supply it as a service bureau and add setup, training, bank products and support.
Which software should I pick?
Both are professional cloud software. Request a demo and we'll help you choose the one that fits how your office works.
How do promo codes work?
Enter your code when you sign up and on the checkout page. The discount comes off your package price. Join our early-bird list on the home page to get promo codes first.
Do I need an EFIN?
Yes. Every tax office needs its own active EFIN to e-file. Don't have one yet? We'll guide you through the IRS application.
When do I get access?
After payment and your signed agreement, we schedule your setup session. Access opens when the new season's software is released.