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Pretty Quick Tax Software gives tax professionals access to professional tax-preparation software, filing tools, bank-product capabilities, training, support, and business resources designed to help them operate professionally during tax season.

It's built for tax professionals who want professional filing software for their own tax business, whether they're operating independently or growing a larger office or team.

Yes. The software supports a cloud-based tax-preparation workflow, which makes it possible to operate beyond a traditional in-office setup and work with clients remotely.

Yes. Pretty Quick Tax Software supports professional federal tax preparation along with supported state filing capabilities.

The software supports a wide range of individual and self-employed filing situations, along with supported business and entity returns depending on the software configuration.

Yes. Pretty Quick supports integrated bank-product options for qualifying tax offices and clients. Available products, advance amounts, and eligibility may vary by bank and tax season.

Pretty Quick CRM is the business-growth side of the system. It gives you tools for lead capture, sales pipelines, appointment booking, email and text marketing, automated follow-up, forms, funnels, client communication, and other marketing and client-management functions.

No. The Software Only package is available for tax professionals who already have their marketing and client-management systems handled. Pretty Quick CRM is the upgraded option for those who want the additional marketing and automation layer.

The Software Only package focuses on professional tax preparation, filing, bank products, training, support, and office resources. The Software + CRM package includes those tools plus Pretty Quick CRM for marketing, automation, lead management, funnels, communication, appointment booking, and client follow-up.

Yes. Pretty Quick includes software training and business resources so you're not simply handed login credentials and expected to figure everything out alone.

Yes. Technical support is available for software-related questions and issues. Additional onboarding and community resources are also included with the Pretty Quick experience.

Yes. Pretty Quick can support multi-preparer tax-office operations, making it a fit for tax professionals who plan to grow beyond a one-person business.

No. Tax Business Mentorship is a separate offer for tax professionals who want personalized strategy around marketing, systems, branding, client growth, office structure, and business development.

That's exactly what the consultation option is for. If you're unsure whether Software Only, Software + CRM, or mentorship is the better fit, book a consultation and we'll help you sort through the options.