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Unlimited Users & Returns
Grow your team and prepare returns without worrying about per-user or per-return limits.
BUILT FOR EROS
Cloud-based tax software built for EROs.
Unlimited users and returns. No CRM. No team training. Cloud-based tax software with software support only.
Low backend fees help you keep more of the revenue your office earns.
Add an authorized transmitter or service-bureau fee to qualifying returns for an additional revenue opportunity.
Choose an OLT Pro or TaxSlayer Pro demo • No credit card required
Welcome back, Tax Pro
248RETURNS
36IN PROGRESS
92%ACCEPTED
Unlimited usersUnlimited returnsLow backend feesAdditional revenue opportunities
Everything your office needs
More than software. A better way to run your tax business.
Give your preparers the tools they need while keeping your clients, returns and growth in one organized system.
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Cloud-Based Tax Software
Access tax filing tools from anywhere. No complicated setup or infrastructure to manage.
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Banking Product Integration
Offer eligible refund-transfer products through available banking partners, subject to approval.
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Low Backend Fees
Keep more of the revenue your office earns with competitive backend pricing and clear fee disclosures.
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Create Additional Revenue
Add an authorized transmitter or service-bureau fee to qualifying returns and create another revenue stream for your tax office.
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Software Support Only
Get technical support for the software. Tax guidance and strategy support not included.
Simple setup
Get started fast.
Quick enrollment and initial setup so you can start filing returns.
- Guided onboardingWe walk you through enrollment and initial setup.
- Bank-product assistanceGet guidance through applicable partner enrollment requirements.
PROMOTIONAL PRICE
Legacy Professional Software
$199
Annual software subscription for the promotional term.
Transmission Fee:$45
Service Bureau Fee:$30
- Unlimited users and returns
- Competitive low backend fees
- Ability to add an authorized fee
- Software support only
The OLT Pro or TaxSlayer Pro demonstration is free and does not require a credit card. Banking, transmission, service bureau and other usage-based fees may apply and are disclosed before enrollment.
How it works
Three simple steps to get started.
Choose your demo
Select OLT Pro or TaxSlayer Pro and tell us about your tax office.
Watch it in action
Meet with a software specialist for a free walkthrough and complete pricing disclosure.
Choose your software
Ask questions, select the best fit and receive help completing enrollment.
Frequently asked questions
Know what to expect.
Is the software really $199?
$199 is promotional annual software pricing for the stated term. Eligibility, renewal pricing and any additional usage-based fees are reviewed before enrollment.
Are users and tax returns unlimited?
The advertised software package includes unlimited users and unlimited returns. Certain forms, services, add-ons or third-party products may carry separate charges.
Are banking products included?
The software supports available banking-product integrations. Bank enrollment is subject to the bank's approval, rules and fees. Banking, transmission, technology or service-bureau fees may apply.
Can I add my own transmitter or service-bureau fee?
Yes. Eligible EROs can add an authorized transmitter or service-bureau fee to qualifying returns. The fee amount and availability depend on the selected software, transmitter, banking partner and applicable requirements. All taxpayer fees must be properly disclosed and approved before filing.
Do I need an EFIN?
An active EFIN is generally required to electronically file returns as an ERO. PTIN holders who do not yet have an EFIN can request information about available office or preparer arrangements.
Is the software demo free?
Yes. You may request a free demonstration of OLT Pro or TaxSlayer Pro. No credit card is required to watch the demo. Software enrollment is completed separately after you choose the right option.
See OLT Pro or TaxSlayer Pro in action.
Choose the software you want to see and a Legacy Software Solutions specialist will contact you to schedule your free demonstration.