TaxWise® & CrossLink® partner
Pick your ProSoft package
Transparent seasonal packages for professional tax offices. Tax calculation and e-file run on TaxWise® or CrossLink® — ProSoft connects, onboards, and supports. Not the tax engine. Not the bank.
Partner bank fees are disclosed at enrollment — not invented here. Prep fees and bank/product fees are distinct. ProSoft is not the bank or lender.
Package options: $499 · $549 · $650
Seasonal marketing band. Final inclusions confirmed on your quote.
Web
$499
seasonal package
Browser-friendly TaxWise® / CrossLink® access with ProSoft onboarding.
Platform
- Individual (1040) focus + states as marketed
- Unlimited e-file as marketed for this tier
- Up to 3 preparers (as marketed)
- Mac-friendly / web access
ProSoft support
- Onboarding & training
- Partner bank-product facilitation*
- Year-round human support channels
Basic Install
$549
seasonal package
Installed / networked package with ProSoft setup help.
Platform
- All 1040 + all states (as marketed)
- Free 1040 e-file (as marketed)
- Unlimited networked PCs (as marketed)
- Pay-per business return (rates on quote)
ProSoft support
- Onboarding / networking assistance
- Partner bank-product enablement*
- Year-round human support channels
Pro Install
$650
seasonal package
Higher-tier breadth for corporate / business forms offices.
Platform
- All 1040 + corporate / business forms (as marketed)
- All states (as marketed)
- Unlimited networked (as marketed)
- Free e-file all forms (as marketed)
ProSoft support
- Onboarding, training, support
- Partner bank-product enablement*
- Year-round human support channels
*Packages include help facilitating partner bank products (refund transfers and related options) where available. Products are offered by partner banks/processors, subject to partner approval and client eligibility. Fees may reduce the client’s refund. Prep fees and bank/product fees are distinct. Optional advances are separate credit products. ProSoft is not the bank or lender. IRS/state timing is not guaranteed. Marketing partner references (subject to partner approval): EPS, Refundo, Refund Advantage, Republic Bank, Santa Barbara TPG.
Many offices complete onboarding in about 48 hours; timeline depends on EFIN, bank approval, and your responsiveness. No hard guarantee. Final inclusions are confirmed on your quote.
How ProSoft packages compare to a Drake-class suite
Orientation only — not an identical-product claim. Drake is a category publisher; ProSoft is a TaxWise® & CrossLink® partner focused on access, onboarding, bank-product enablement, and support.
| Dimension | ProSoft packages | Drake (typical market perception) | Fair talk |
|---|---|---|---|
| Who builds the tax engine | TaxWise® / CrossLink® (ProSoft connects & onboards) | Drake publishes Drake Tax | Different roles — compare outcomes (cost, support, bank enablement) |
| Public seasonal sticker | $499 / $549 / $650 marketed packages | Often multi-thousand unlimited / suite quotes depending on config | ProSoft posts transparent package prices; get a current Drake quote before comparing |
| Bank products economics | Positioned as included enablement with package; partner fees may still apply | Bank / Pay products often add-on economics in market conversations | Clearer package framing + help standing up partner refund transfers |
| Onboarding speed | White-glove; many offices ~48h when dependencies clear | Strong training ecosystem; timeline varies | Speed is a ProSoft wedge when ops can keep it — no hard guarantee |
| Suite breadth | Focused: platform access + bank enablement + support | Drake often wins on full practice suite | Concede suite breadth; win on simplicity, price, and RT enablement |
| Support model | Year-round humans via ProSoft | Separate sales/support brand strength | Reachable onboarding specialists — not trash talk |
Competitor features and pricing change frequently. Figures above are directional for tax-office buyers. Always verify current Drake (and TaxWise®/CrossLink® list) pricing and license terms with those vendors. ProSoft quotes control for ProSoft packages.
FAQs for tax office owners
Is ProSoft the same as TaxWise® or CrossLink®?
No. ProSoft Tech Solutions is an independent partner/connector that helps firms get onto those platforms, complete onboarding/training, enable partner bank products, and get year-round support. Tax calculation and e-file run on TaxWise® or CrossLink® per your package.
What do $499 / $549 / $650 include?
See the plan cards above. Exact inclusions depend on the package and partner approvals. Final inclusions are confirmed on your quote — ask onboarding to map your package to TaxWise® or CrossLink® and confirm form coverage.
Are bank products really “included”?
Packages include help facilitating partner bank products. Partner approval, eligibility, and bank/product fees still apply. Not a guarantee of fee collection or approval. ProSoft is not the bank or lender.
Do you guarantee go-live in 48 hours?
No hard guarantee. Many offices finish onboarding in about 48 hours when EFIN, bank approval, and your team move quickly.
Can I switch from Drake or another platform?
Yes — talk to us about migration planning. Platform change still depends on your data, EFIN, and bank applications.
Is this self-serve checkout?
Sales-assisted. Request a demo or call (877) 268-6232; we confirm the right package and platform mapping.
Where are Privacy Policy and Terms?
See Privacy Policy and Terms of Service.
Ready to compare a clear seasonal package?
Request a walkthrough of TaxWise® / CrossLink® package options, bank-product enablement, and onboarding timeline for your office.
PROSOFT TECH SOLUTIONS · 2501 Bristol Drive, Suite B1, West Palm Beach, FL 33409 · +1 (877) 268-6232 · info@prosofttaxsoftware.com