Professional Tax Software Built for Your Tax Business
From independent tax preparers to growing tax firms, United eFile provides professional tax preparation software backed by business tools, training, and year-round support. Compare our solutions and choose the platform that fits where your business is today—and where you're taking it next.
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Everything You Need to Prepare, Operate and Grow
Professional Tax Preparation
Prepare and electronically file tax returns using professional software designed for tax businesses.
Flexible Access
Work online for individual returns, with desktop capabilities available for business-return preparation on applicable plans. Your current Pro offering supports the online/desktop combination.
Training & Year-Round Support
Get onboarding, education and ongoing assistance instead of simply receiving a software license.
Business Tools
Streamline client intake, communication, document collection, appointments and other day-to-day workflows.
Choose the Right United eFile Solution
Every tax business is different. Choose a solution based on the returns you prepare, how you work, and the business infrastructure you need.
1040 Online
Best for independent and mobile tax professionals
Prepare individual tax returns online with the flexibility to work from virtually anywhere.
Key points:
- Online professional tax preparation
- Individual return preparation
- Unlimited returns
- Mobile client intake
- Depreciation module
- Year-round support
- Bank-product access where eligible
1040+ Pro
Best for growing tax preparation businesses
Combine online individual-return preparation with desktop capabilities for business and entity returns, plus tools designed to help operate your tax business.
Key points:
- Individual 1040 returns
- Business/entity returns
- Online + desktop access
- Client portal
- Business productivity tools
- Training and onboarding
- Year-round support
- 1040, 1120, 1120-S and 1065 capabilities
- Email support
1040+ Pro Elite
Best for entrepreneurs building a complete tax business
Everything in Pro, plus additional business-building infrastructure and a professional web presence.
Key points:
Everything in 1040+ Pro
- Professional website
- Secure client portal
- CRM/business tools
- Lead capture
- Training and support
Compare Our Software Packages
Professional tax software powered by proven tax technology, enhanced with United eFile's training, business tools, and support.
Software Package Comparison
| Software Capability | 1040 Online | 1040+ Pro | 1040+ Pro Elite |
|---|---|---|---|
| Unlimited 1040 Program | ✓ | ✓ | ✓ |
| Unlimited Federal & State E-Filing | ✓ | ✓ | ✓ |
| All States Included | ✓ | ✓ | ✓ |
| Comprehensive Bank Products | ✓ | ✓ | ✓ |
| TaxesToGo Mobile App | ✓ | ✓ | ✓ |
| Cloud-Based Tax Software | ✓ | ✓ | ✓ |
| Multiple User Access | ✓ | ✓ | ✓ |
| Client Portal | ✓ | ✓ | ✓ |
| Digital Signature Compatible | ✓ | ✓ | ✓ |
| Paperless Office | ✓ | ✓ | ✓ |
| Refund Estimator | ✓ | ✓ | ✓ |
| Web Bank Integration | ✓ | ✓ | ✓ |
| Cloud-Based Reporting | ✓ | ✓ | ✓ |
| Client Retention Database | ✓ | ✓ | ✓ |
| Tax Status Now | ✓ | ✓ | ✓ |
| Spanish | ✓ | ✓ | ✓ |
| Mac Compatible | ✓ | ✓ | ✓ |
| Corporate/Business Return Software | — | ✓ | ✓ |
United eFile Business Features
| United eFile Addition | 1040 Online | 1040+ Pro | 1040+ Pro Elite |
|---|---|---|---|
| United eFile Onboarding | ✓ | ✓ | ✓ |
| United eFile Training | ✓ | ✓ | ✓ |
| Year-Round United eFile Support | ✓ | ✓ | ✓ |
| Business Productivity Tools | — | ✓ | ✓ |
| CRM | — | ✓ | ✓ |
| Professional Website | — | — | ✓ |
| Lead Capture/Marketing Tools | — | — | ✓ |
One Platform. More Ways to Prepare.
United eFile gives tax professionals the flexibility to prepare individual returns online from virtually anywhere. As your practice expands into business and entity returns, 1040+ Pro and 1040+ Pro Elite add professional desktop tax software for more advanced filing needs.
ONLINE TAX SOFTWARE
Built for flexible individual tax preparation with cloud-based access and tools that help you serve clients in the office or remotely.
- Unlimited 1040 program
- All states included
- Unlimited federal and state e-filing
- TaxesToGo mobile app
- Multiple-user access
- Client portal
- Digital-signature compatibility
- Paperless office
- Cloud-based reporting
- Mac compatible
- Spanish capability
DESKTOP BUSINESS TAX SOFTWARE
Expand Beyond Individual Returns
Add professional business and entity return preparation as your tax practice grows.
Federal return support includes:
- Form 706 — Estate Tax
- Form 709 — Gift Tax
- Form 990 — Exempt Organizations
- Form 1041 — Estates & Trusts
- Form 1065 — Partnerships
- Form 1120 — C Corporations
- Form 1120-S — S Corporations
- Form 5500 — Employee Benefit Plans
Need business-return preparation? Upgrade to 1040+ Pro.
From Client Intake to E-File—Keep Your Tax Office Moving
Tax preparation involves more than entering numbers into a return. United eFile gives tax professionals access to tools that support the client journey—from collecting information and preparing returns to signatures, e-filing, and client follow-up.
Spend less time managing disconnected processes—and more time preparing returns, serving clients, and growing your business.
United eFile combines professional tax technology with training, support, and business resources designed around how tax offices actually operate.
Flexible Bank Product Options for Your Tax Business
Give your clients more flexibility while creating a smoother payment process for your tax office. United eFile supports access to tax refund bank product solutions that can help eligible taxpayers receive funds and allow tax professionals to collect preparation fees from refund proceeds.
Refund Transfer
Make Paying for Tax Preparation Easier
Eligible clients can choose to have authorized tax preparation fees deducted from their tax refund instead of paying the full preparation fee upfront.
Refund Advance Options
Give Eligible Clients Earlier Access to Funds
Participating bank-product providers may offer refund advance products that allow qualifying taxpayers to receive funds before their IRS refund is issued.
Integrated Workflow
Manage Bank Products Within Your Tax Workflow
Available bank-product integrations help tax professionals incorporate enrollment, fee collection, refund disbursement, and status information into their tax preparation workflow.
What Is a Tax Refund Bank Product?
A tax refund bank product is a financial service offered through participating providers that can facilitate refund disbursement, payment of authorized tax preparation fees, and, where available, refund advance options for qualifying taxpayers.
Available Bank Product Providers *
Supported Bank Product Options
Santa Barbara Tax Products Group (SBTPG)
Refund Advantage (Powered by Pathward)
Refundo
Truman Money
*Bank products are offered by participating financial institutions and are subject to provider approval, eligibility requirements, terms, conditions, fees, and availability. United eFile does not guarantee approval, advance amounts, funding times, or refund amounts. Product availability and terms may vary by provider and tax season.
Explore Bank Product Options → See moreYou’re Not Just Buying Software. You’re Building a Tax Business.
Getting access to professional tax software is only the beginning. United eFile provides onboarding, training, business resources, and year-round support to help you confidently implement the technology and build stronger processes around your tax business.
Guided Onboarding
Start With the Right Foundation
Get help setting up your United eFile software, understanding your available tools, and preparing your operation for tax season.
Software Training
Learn the Tools You Use Every Day
Access training designed to help you understand your tax software, client workflows, mobile tools, bank-product integrations, and other features available with your package.
Business Education
Learn Beyond the Software
Build your knowledge of the operational side of running a tax business through educational resources covering workflows, client management, business development, technology, and growth.
Year-Round Support
Support That Doesn't End April 15
United eFile provides ongoing support and resources beyond filing season so you can continue improving your operation and preparing for what's next.
Introducing United eFile Academy
United eFile Academy is our education and training hub for tax professionals. Access software training, practical business education, tutorials, guides, and resources designed to help you become more effective behind the tax desk and more capable as a business owner.
Software Training
Tax Business Fundamentals
Resources for establishing and operating a professional tax practice.
Growth & Operations
Client acquisition, workflows, technology, productivity, and business development.
Live Education
Seminars, webinars, workshops, and other United eFile educational events.
Questions Don't Always Stop at "Which Button Do I Click?"
United eFile's approach to support considers the business around the software—not just the software itself.
Why Tax Professionals Choose United eFile
The right tax software matters—but so does what happens after you buy it. United eFile combines professional tax technology with hands-on onboarding, training, business resources, and ongoing support designed around the needs of tax professionals and growing tax businesses.
Built From Industry Experience
Experience Behind the Platform
United eFile was built from firsthand experience operating tax businesses and onboarding and supporting tax professionals. That experience shapes how we approach software, training, support, and business growth.
Business-First Approach
We See More Than a Tax Return
Your software is one part of a larger operation. United eFile helps connect tax preparation technology with the tools, workflows, education, and resources needed to operate a professional tax business.
Support Beyond Tax Season
Tax businesses operate year-round. United eFile provides ongoing resources and support to help you prepare for the next filing season, improve your operation, and continue growing.
Room to Grow
Start Where You Are. Build Toward What's Next.
Begin with the software that fits your business today, then expand into business-return preparation, additional business tools, enhanced infrastructure, and reseller opportunities as your operation grows.
Built for More Than Tax Season
40
Tax Professionals Supported
16
Years of Industry Experience
5000
Returns Supported
50
States Supported
More Than Tax Software
United eFile is building an ecosystem where tax professionals can access the technology, knowledge, tools, and support they need to operate and grow their businesses—all through one relationship.
Frequently Asked Questions About United eFile Tax Software
Here are some common questions about our company.
United eFile offers professional tax software solutions for tax professionals at different stages of business growth. Current options include 1040 Online for cloud-based individual tax preparation, 1040+ Pro for professionals who also need business and entity return preparation, and 1040+ Pro Elite for tax businesses that want additional business-building tools and infrastructure.
1040 Online is designed primarily for professional individual tax return preparation through a cloud-based platform. 1040+ Pro expands those capabilities by adding desktop software for business and entity returns, making it a better fit for tax professionals who want to offer services beyond individual 1040 preparation.
The business tax software included with applicable 1040+ packages supports federal forms including 706, 709, 990, 1041, 1065, 1120, 1120-S, and 5500, along with applicable state programs.
The online tax software is cloud-based, allowing tax professionals to access the platform from compatible internet-connected devices. This makes it suitable for traditional tax offices as well as remote and mobile tax preparation workflows.
Yes. The current professional software offering includes an unlimited 1040 program, unlimited federal and state electronic filing, and all states. Business-return capabilities depend on the United eFile package selected.
Yes. United eFile supports access to participating tax refund bank-product providers. Available products may include refund transfers and refund advance options. Enrollment, approval, availability, fees, advance amounts, and other terms are determined by the participating financial institution and may vary by tax season.
Yes. United eFile provides onboarding, software training, educational resources, and ongoing support designed to help tax professionals implement their software and operate their tax businesses effectively.
The best package depends on the types of returns you prepare and the business tools you need. 1040 Online is designed for professionals focused primarily on individual returns. 1040+ Pro adds business and entity return preparation, while 1040+ Pro Elite adds additional business-building tools and infrastructure. If you're unsure, schedule a consultation and United eFile can help you compare your options.
Yes. United eFile offers reseller and service bureau opportunities for qualified tax professionals and entrepreneurs interested in expanding beyond tax preparation and building a tax software business.
Explore Service Bureau Opportunities See more
Ready to Find the Right Software for Your Tax Business?
Whether you're preparing individual returns, expanding into business tax preparation, or building a more complete tax operation, United eFile can help you choose the software and resources that fit your business today—and where you want to grow next.
Prefer to talk? Call or text United eFile at 888-293-3453.