Who's Your Tax Bae?

Meet TB Vault™

TB Vault™ is the official professional tax software by Tax Bae Enterprises — designed to help preparers boost their productivity and unlock their full earning potential. With a powerful interface, cloud access, and built-in error resolution, TB Vault™ makes it easier than ever to manage high volumes of clients with accuracy and speed. Whether you’re just starting or scaling your practice, this software has everything you need to thrive during tax season and beyond.

TB Vault — Professional Tax Software by Tax Bae
Why TB Vault

Built for Tax Pros
Who Mean Business

Everything you need to run a professional tax operation — from your first return to your hundredth client.

Cloud-Based, Work From Anywhere

Access TB Vault from any device, any location. File returns for clients across the country without being tied to a desk or office.

Built-In Error Resolution

Catch mistakes before they become problems. TB Vault flags errors in real time so you file accurately every time — protecting your clients and your reputation.

Client Advances Up to $7,000

Offer your clients same-day or next-day refund advances — a powerful tool to win business and build loyalty. Pay-later options available too.

Unlimited E-Filing

File as many returns as your business can handle. No per-return caps — just unlimited e-file capability so you can scale without limits.

Paperless Office Ready

Run your entire tax operation digitally. Collect documents, manage signatures, and deliver returns electronically — no printer required.

Revenue Sharing + Mentorship

Keep a percentage of every return you file. Pair that with access to the Tax Bae mentorship network — real guidance from professionals who've built what you're building.

Earning Potential

See What You Could Earn

Move the sliders to estimate your season income based on your plan's revenue share.

20 clients
$250 per return
4 months
60 %
Estimated Season Earnings
$12,000
Based on your inputs after the platform fee. Actual earnings depend on client volume and return complexity. Advances deduct $75/return for compliance.
Choose Your Plan

Your Tax Bae Era Starts Now

Every plan includes full training, your own branded mobile app, PTIN assistance, and dedicated support all season long.

Starter
(Ideal For First Year Tax Professionals)
$299
one-time · 1-year contract
  • ✓Tax Bae Tax Software
  • ✓PTIN Assistance
  • ✓1-Year Contract
  • ✓50/50 Revenue Share
  • ✓Paperless Office
All packages are minus $75/return for advances and compliance.
Join Now →
Most Popular
Growth
(Ideal For Tax Pros With Experience)
$499
one-time · 1-year contract
  • ✓Tax Bae Tax Software
  • ✓PTIN Assistance
  • ✓1-Year Contract
  • ✓60/40 Revenue Share
  • ✓Paperless Office
  • ✓Email & Marketing Tools
  • ✓Intro to Taxes Course
  • ✓AFSP Certification
All packages are minus $75/return for advances and compliance.
Join Now →
Professional
(Ideal For Tax Pros Ready To Grow)
$599
one-time · 1-year contract
  • ✓Tax Bae Tax Software
  • ✓PTIN Assistance
  • ✓1-Year Contract
  • ✓70/30 Revenue Share
  • ✓Paperless Office
  • ✓Email, Marketing Tools & Professional Headshot
  • ✓Intro to Taxes Course
  • ✓AFSP Certification
All packages are minus $75/return for advances and compliance.
Join Now →
Enterprise
(Ideal For Tax Pros Ready To Manage Their Own Firm)
$1,299
one-time · 2-year contract
  • ✓Co-Branded Software
  • ✓EFIN Required
  • ✓PTIN Assistance
  • ✓2-Year Contract
  • ✓100% Prep Fees
  • ✓Paperless Office
  • ✓Two Pro Flyers
  • ✓Mobile App
  • ✓Landing Page Setup
  • ✓Bank Product Setup
EFIN required. 2-year contract. Keep 100% of your prep fees.
Scale Now →

Not sure which plan is right for you? Book a free 30-minute consultation with the Tax Bae team and we'll help you choose.
Questions? Call us at 833-4-TAXBAE or email [email protected]

Need Answers?

Common
Questions

Everything you need to know before joining the Tax Bae team.

6Questions
Answered
01Do I need prior tax experience to join?+
No prior experience is required for the Starter plan — it's designed specifically for first-year tax professionals. Full training is included with every plan to get you up and running before tax season.
02What is a PTIN and do I need one?+
A PTIN (Preparer Tax Identification Number) is required by the IRS for anyone who prepares federal tax returns for compensation. All Tax Bae plans include PTIN assistance — we help you apply or renew so you're compliant from day one.
03What does the $75/return fee cover?+
The $75 per return deduction applies only to returns where a client takes a refund advance or uses pay-later options. This covers bank product fees and compliance costs. It does not apply to standard returns.
04What is EFIN and why do I need it for Enterprise?+
An EFIN (Electronic Filing Identification Number) is issued by the IRS and required to operate as an authorized e-file provider under your own firm. The Enterprise plan gives you co-branded software and 100% of prep fees — but you operate under your own EFIN.
05Can I work with Tax Bae remotely?+
Yes — TB Vault is fully cloud-based and all Tax Bae team members can work from anywhere. Virtual appointments are available 24/7 during peak tax season, and the platform supports fully remote client service.
06What is the AFSP Certification included in Growth and Professional?+
The Annual Filing Season Program (AFSP) is an IRS-recognized credential for non-credentialed tax preparers. It demonstrates continuing education commitment and allows you to represent clients before the IRS for issues related to returns you prepared.

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