About Our Tax Preparation Software
Pathway Tax Solutions provides professional tax preparation software and a revenue-sharing partner program designed for tax professionals, entrepreneurs, and financial service providers who want to launch or scale a tax preparation business.
Our platform combines secure tax filing software, business support, and profit-sharing opportunities, allowing partners to prepare accurate tax returns while building a profitable tax business.
With Pathway Tax Solutions, partners gain access to industry-standard tax software, training resources, and ongoing support, enabling them to serve individuals and businesses while earning a percentage of the tax preparation revenue generated through the platform.
Whether you are starting your first tax office or expanding an existing practice, our software solutions help you operate efficiently, remain compliant with IRS regulations, and maximize your earnings during tax season.
Our Software Packages
Choose the package that's right for your budget and expertise
Success Package
60% Revenue Share
The Success Package is designed for new tax preparers or small offices looking to start their tax preparation business with professional software and foundational tools.
Includes:
• Professional tax preparation software
• Individual and basic business return preparation
• Secure client data processing
• IRS-compliant e-filing capabilities
• Tax partner onboarding support
• Access to software training and resources
• Basic reporting tools for return tracking
Revenue Share:
Partners earn 60% of the tax preparation fees generated from returns prepared using the software.
Freedom Package
70% Revenue Share
The Freedom Package is designed for growing tax businesses that want increased earning potential and additional operational flexibility.
Includes everything in Success plus:
• Enhanced reporting and analytics tools
• Expanded return preparation capabilities
• Multi-client workflow management
• Tax office scaling support
• Marketing guidance for tax professionals
• Priority partner support
Revenue Share:
Partners earn 70% of the tax preparation fees generated through their tax office.
Wealth Package
80% Revenue Share
Our tax experts provide strategic
consultation and planning to help you
make informed financial decisions
throughout the year. We proactively
identify tax-saving opportunities and
develop personalized strategies to
minimize your tax liability.
Why Choose Pathway Tax Solutions
• Professional tax preparation software
• Scalable tax business opportunity
• Competitive revenue sharing
• Secure e-file processing
• Training and onboarding support
• Tools designed to help partners grow their tax business
What Happens Next?
Check Your Email
We have sent a confirmation email with important details about your software access and onboarding process.
If you do not see it in your inbox, please check your spam or promotions folder.
Prepare Your Documents
To complete your tax software onboarding, you may be asked to provide:
• Valid Government ID
• PTIN (Preparer Tax Identification Number)
• EFIN (if available or if applying)
• Business Information (if operating under a business)
Schedule Your Onboarding Call
During your onboarding session we will:
✔ Set up your tax software account
✔ Walk you through the platform dashboard
✔ Explain revenue sharing and partner payouts
✔ Help you prepare your first tax return
Start Preparing Returns & Building Your Tax Business
With Pathway Tax Solutions you can:
✔ Prepare individual and business tax returns
✔ Earn revenue through tax preparation services
✔ Build your own tax office or online tax business
✔ Access professional tools designed for tax professionals