Choose the support.
Keep building your business.

Software Essentials

Your core operating foundation

• Co-branded tax software with no revenue split
• CRM and workflows for the first 60 days
• Technical support and intake systems
• Bank-product setup support
• Templates and backend processes

CRM billing: Optional $99/month continuation after 60 days from CRM activation, with separate enrollment. Your package purchase does not start automatic recurring billing.

All-In Package

Broader support for your next stage

• Co-branded tax software with no revenue split
• CRM and setup for the approved tax-season period
• Training and marketing strategies
• Technical support and ERO business development
• Backend revenue setup, templates, and processes
• Upfront capital, only if eligible and approved

CRM term: Confirm the approved tax-season end date and any later billing terms before enrollment.

Your software, your package

The lead form saves your contact details, preferred software, and selected package before sending you to secure checkout. Choose CrossLink, our primary recommendation, or the supported OLT Pro cloud alternative.

What happens after you submit

Submit the lead form, complete your selected package checkout, then continue with onboarding review and the required agreement. Vendor activation is a separate step.

Eligibility-based benefits are subject to requirements and approval. Submitting your details or making a payment does not guarantee access to capital or final software activation.