Frequently Asked Questions
At Independent Tax Software (ITS), we understand that choosing the right tax software partner comes with many questions. Our FAQ section is designed to give you clear, quick, and detailed answers about how ITS works, what makes us different, and how we support your success.
Here you’ll find answers to the most common topics including:
Software Features & Setup: Learn what makes our tax software powerful, efficient, and easy to use.
ERO & Service Bureau Programs: Understand how to join, earn rebates, and grow your own tax network.
Training & Support: Discover our onboarding process, Zoom trainings, and 24/7 support options.
Bank Products & Partnerships: Get clarity on available refund advance banks and integration options.
Pricing, Rebates & Fees: Explore transparent details on pricing models, overrides, and marketing fees.
Our goal is to ensure you have everything you need to operate confidently, whether you’re a new ERO, a growing Service Bureau, or an experienced tax professional scaling your business with ITS.
1. What makes ITS Tax Software different?
ITS Tax Software was created by tax professionals, for tax professionals. Our all-in-one platform is simple, powerful, and affordable — giving you both online and desktop versions, unlimited e-filing, built-in CRM, and full IRS compliance without any recurring fees.
2. How do I get a demo?
You can schedule a free live demo anytime!
Visit www.itstaxsoftware.com or call (866) 581-1449 to book your session.
Our team will walk you through the system in 10–15 minutes so you can see exactly how it fits your business.
3. How can I buy the software?
Simply choose your package (Online or Desktop) and complete your purchase on our website or with your assigned consultant.
Once payment is received, your login credentials and access links are sent to you within 24 hours.
4. What’s included with my purchase?
Online & desktop versions
Free CRM system
Free mobile app
Unlimited e-file
Bank product integration (TPG & Refund Advantage)
All state and corporate returns
One-time payment — no renewals, no surprises
5. Do you offer training or onboarding?
Yes! We provide personal onboarding sessions, training videos, and one-on-one setup help so you can start filing with confidence
6. What bank products do you support?
ITS partners with TPG (Santa Barbara) and Refund Advantage, two of the most trusted refund transfer banks in the industry. You’ll have access to refund advances, prep fee withholding, and same-day funding options.
7. Can I become a Service Bureau or Reseller?
Absolutely. ITS offers Service Bureau and Co-Branding Packages that allow you to build your own network of EROs under your brand name.
You set your own prices, and keep the profit on every EFIN you add.
8. How many users or EFINs can I add?
You can add unlimited users and EFINs. Each location is licensed individually, so you only pay for what you use.
9. What kind of support is included?
ITS provides 7-day support with live phone, chat, and email help.
We know how crucial tax season is — that’s why we respond fast and get issues resolved same day.
10. Is the software IRS-approved?
Yes. ITS Tax Software is IRS-authorized and e-file compliant, supporting both individual (1040) and business (1120, 1065, 990, etc.) returns in all 50 states.
11. Do you offer refund advances for clients?
Yes. Depending on the bank program you select, your clients may qualify for refund advances up to $6,000 — fast, secure, and funded by your chosen bank partner.
12. Are there renewal or hidden fees?
No. ITS offers a one-time payment for lifetime access.
No annual renewals or surprise charges — just a flat cost and unlimited use.
14. How can I contact ITS support or sales?
Phone: (866) 581-1449
Email: [email protected]
Website: www.itstaxsoftware.com
Available 7 Days a Week • 10 AM – 10 PM CST