Clarity Tax Software

The Tax Platform Built To Run & Grow Your Office

Professional software, unlimited e-filing, Clarity Partner Suite access, training and live support — all in one system for PTIN holders, EROs, Resellers and Service Bureaus ready to scale.

Schedule a Demo Call (877) 492-5274

PTIN & ERO Ready Training Included Clarity Partner Suite Access Own Your Brand

Office Dashboard Live

1,248

Returns Filed

100%

Fees Retained

∞

E-Files

Preparer: J. Alvarez — 3 returns e-filed

New partner enrolled — Clarity Partner Suite access granted

Bank product status — funded

Sample dashboard view — actual interface may vary

Everything Included

One system for the entire life of a return

From your first lead to a filed, funded return — built for tax professionals who want to grow beyond a single season.

Multiple Access Tiers

PTIN, ERO, Reseller and Service Bureau packages — start where you are and move up as your office grows.

Keep More of What You Earn

ERO and above control their own prep fees and keep 100% — no revenue split on the returns you file.

Unlimited E-Files & Licenses

Service Bureau tier includes unlimited e-files and unlimited software licenses across your team.

Clarity Partner Suite Access

Training, scripts, marketing assets and resources — all in one place, tiered to your package as soon as you're enrolled.

Training + Ongoing Support

Onboarding, marketing help and business setup guidance — for every package holder, not just at signup.

Launch Your Own Brand

Service Bureau owners get their own branded software to sell to other tax offices — and earn as an ERO too.

Choose Your Path

Built for every stage of a tax business

Our team helps you compare packages and confirm the right fit before you enroll.

PTIN

For solo preparers and beginners getting started.

Guided onboarding
Software access
Training included

Ready to build your tax business?

Tell us a little about your office and a specialist will help you pick the right package — no pressure, no guesswork.

Pricing shared during your setup call · software.claritytaxgroup.net

Simple Process

From interest to setup in four steps

Submit Your Info

Tell us about your tax business and software needs.

Speak With a Specialist

We help you compare packages and confirm the best fit.

Complete Enrollment

Finish payment and any required onboarding documents.

Setup & Training

Get software access, training, Clarity Partner Suite access and ongoing support.

FAQ

What tax professionals want to know

It depends on where you are today. Solo preparers usually start with PTIN, offices ready to run independently choose ERO, and those who want to build a software business look at Reseller or Service Bureau. A specialist will walk through your goals with you.

Yes. Every package includes onboarding and training so you're ready to go before tax season starts, plus ongoing support after you're live.

Yes — Service Bureau owners get their own branded version of the software to sell to other tax offices, while also earning as an ERO.

Not necessarily. Let us know your current status on the form and a specialist will guide you on next steps.

Training modules, scripts, marketing assets and resources to help you run and grow your tax business — tiered to your package, with more unlocked as you move up.

Timing depends on your package, completed documents and enrollment. Most offices can be fully set up well ahead of tax season when they start early.

Get Started

Ready to choose your tax software?

Call today or submit the form to speak with a software specialist about your office.

(877) 492-5274

Call Now