Next Gen Tax Solutions

Stop Just
Preparing Taxes. Build Your
Tax Business.

Get the professional tax software, training, support, and infrastructure you need to operate and grow this tax season. Whether you're an independent ERO, ready to resell software, or building your own service bureau, Next Gen gives you a path to grow.

Choose Your Package →

Software • Training • Support • Community • Growth

Why Next Gen?

More Than Tax Software.

You don't need another login and a software company that disappears after you pay. You need the tools, training, support, and business infrastructure to actually grow.

✓ Professional Tax Software

✓ Software Training

✓ Bank Product Setup & Support

✓ Refund Advance Options Through Participating Banks

✓ Tax Law & Industry Updates

✓ Client Forms & Resources

✓ Technical Support

✓ Marketing Training

✓ Business Growth Training

✓ Team-Building Training

✓ Private Next Gen Community

✓ Ongoing Tax Season Support

Choose Your Level

How Big Are You Trying To Build?

Choose the Next Gen package that matches where you are now and where you're trying to go.

Next Gen ERO

$599

For the Independent Tax Business Owner

For established tax professionals with an EFIN who want professional tax software, training, resources, and support.

Professional Tax Software
ERO Setup
Bank Product Assistance
Software Training
Technical Support
Marketing Resources
Private Community Access

Start My ERO →

Next Gen Reseller

$899

Use the Software. Then Build With It.

Designed for experienced tax professionals ready to expand beyond preparing returns and begin developing a software customer base.

Reseller-Level Access
Professional Software
Onboarding & Training
Business Development Resources
Technical Support
Marketing Training
Community Access

Become a Reseller →

Next Gen Service Bureau

$1,299

Build Something Bigger.

Designed for experienced tax professionals ready to develop a larger tax software operation.

Service Bureau-Level Access
Software Infrastructure
Advanced Onboarding
Business Growth Training
Team-Building Resources
Technical Support
Private Community Access

Build My Service Bureau →

Find Your Fit

Which Next Gen Package Is Right For You?

Most partners follow the same path — start where you are, then climb to the next level when you're ready.

ERO

"I want software for my own tax business."

Reseller

"I want to use the software AND build a software customer base."

Service Bureau

"I want to build and scale my own tax software operation."

Compare All Packages →

From Enrollment To Onboarding.

Choose

Select the package that matches your business.

Pay

Complete your enrollment and secure your package.

Sign

Your Next Gen agreement is automatically sent to your email.

Get Access

Once your agreement is completed, receive your training and community access.

Get Onboarded

Complete your software setup and prepare your business for tax season.

YOU’RE NOT DOING THIS ALONE.

SOFTWARE IS ONLY THE BEGINNING.

Building a tax business takes more than having the right software. Next Gen was built around education, support, community, systems, and growth. Whether you’re operating independently or building toward your own software organization, you’ll have a community designed to help you move forward.