Transparent,
Powerful,
Proven.
Unity Tax Partners brings together professional tax software, free refund transfers and unlimited year-round support for just $20 per accepted return.
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Unity Helps Tax Pros Become More Competitive & Affordable
You Control Your Pricing & Profit
With no hidden fees or markups, you decide what to charge clients and how much you earn per return.
Beat Your Competitors
Unity's low cost lets you offer better pricing than big-box competitors—a satisfied client today is your best referral tomorrow.
Premium Tools
Unity gives you the complete toolkit to run and grow your tax business—software, bank products, mobile app, e-signatures, and support—all included at no extra cost.
Unity Savings Estimator
Use the calculator to compare and see how much you’ll save by switching to Unity.
Congratulation!
Pay less Earn more
Stop paying for overpriced software. With Unity, it’s free, simple, and built to keep your profits where they belong—with you.
Your Profits, Your Control.
Service Bureau
Cost Analysis:
- Software CostUp to $1000+
- Federal Refund Transfer (Bank Fee)$39.99
- State Refund Transfer (Bank Fee)$14.00
- Technology / Transmission Fee$29.99
- Service Bureau Fee$25 - $100 +
Unity Tax Partners
Cost Analysis:
- Software CostFree
- Federal Refund Transfer (Bank Fee)Free
- State Refund Transfer (Bank Fee)Free
- Technology / Transmission FeeFree
- Service Bureau FeeFree
DirecT Software Purchase
Cost Analysis:
- Software Cost$1000+
- Federal Refund Transfer (Bank Fee)$39.99
- State Refund Transfer (Bank Fee)$14.00
- Technology / Transmission Fee$29.99
Enjoy Unlimited Expert Support & Training
As a tax pro, you can’t afford wasted time or unanswered questions. That’s why Unity’s team gets you onboarded and trained—often within 24 hours—so you can start with confidence and focus on growing your business. And the support doesn’t stop there; with TaxWise and Republic Bank, you’ll also have access to unlimited support all year long.
Step 1: Helpful Onboarding
Get ready for tax season with our onboarding experts. We remotely configure your software, upload your data, set up bank enrollment, and guide you every step of the way.
- Setup and Configure your Unity Software
- Convert Prior Year Software Data
- Bank Enrollment
- Tax Season Readiness
Step 2: Unlimited Support
Enjoy quick, responsive support when you have a question about the software, banking products or how to use Unity! You’re supported by a team of friendly experts.
- Bilingual Technicians
- Year-Round Support
- Massive Community of Preparers to Collaborate with
- Remote Support Screen Sharing
- Client Portal and Self Service 24/hour support
Step 3: Ongoing Training
Stay up to date with new tax law and industry updates, 1040 walkthroughs, software tutorials and more via webinars, videos and individual or group training.
- 1040 Walk-Through/Quick Start Guide
- Extensive Library of Training Videos
- Personal Training for You and your Team
- Group Webinars
Republic Bank's RAP & Preseason RAP
Bridge the gap between preparation and payment with the Receivables Assistance Program
Featured in Multiple News, Highlighting Our Innovative Solutions
Trusted Partners You Can Count On
TaxWise
Serve your clients with easy-to-use, time-saving tax software! With TaxWise Power Package & TaxWise Online, you can file individual, business or specialty returns in any state. Using powerful tools like these, you can improve your workflow, be more accurate, and even delegate tasks to your team—all included in Unity’s flat rate.
Republic Bank
Goodbye hidden fees, hello Republic Bank — the banking partner you can trust!
Your clients get more ways to receive their refund—Direct Deposit, Check, or Netspend Card—while easily covering your fees. That means faster refunds for them and less work for you.
As a bonus, Unity tax partners receive free refund transfers as part of Unity’s $20/return model.
Resources of Unity Tax Partners
Frequently Asked Questions
Why do tax pros use Unity?
Why do tax pros use Unity?
With other tax vendors, you are forced to charge your clients additional junk fees (technology fees, transmission fees, bank fees, service bureau fees, etc.) that can average $82-$150+ per return! Unity helps you be competitive against "do-it-yourself tax software" and large tax firms by offering a flat $20/return pricing; which includes your clients' bank products! You can choose to pass on the savings to your customers, boosting customer satisfaction and referrals, or increase your profits. You’re in control of your costs, not a bank or software company!
Is Unity Tax Partner too good to be true?
Is Unity Tax Partner too good to be true?
Of course not! Over the past decade, Unity has served thousands of tax preparers, helping them earn more while charging their customers less—and growing their businesses.
How much do I pay for Unity, and when?
How much do I pay for Unity, and when?
After joining Unity, it’s always (and only!) $20 per accepted return, all tax season long.
*New offices place a $300 credit on their account, which covers the first 15 non-bank-product returns. You won’t owe anything—this is just a starting credit.
How much do I pay for Unity software each year?
How much do I pay for Unity software each year?
Nada, zip, zilch! Your TaxWise software is included free each year—with unlimited users. Plus, you’ll get unlimited, year-round access to TaxWise’s premium support.
How much are refund transfers?
How much are refund transfers?
Just like the TaxWise software, you get unlimited access to Republic Bank refund transfers for no additional cost. It’s all covered by Unity’s $20/return pricing!
I'm not exactly tech-savvy. Is Unity's tax software difficult to use?
I'm not exactly tech-savvy. Is Unity's tax software difficult to use?
Not only is the software intuitive and easy to use, we’ll get you trained with our team of onboarding experts who are ready to help you get set up.
Does Unity offer training or support?
Does Unity offer training or support?
Absolutely! While Unity software and banking products are easy to use, our friendly support and onboarding team will get you trained and keep you supported year-round with quick, helpful communication.
How soon can I start using Unity?
How soon can I start using Unity?
By working one-on-one with our onboarding experts who help you upload data, switch from your previous software and connect other tools you use, you can be up and running in as little as 24 hours. It’s that simple!
Is there a minimum return requirement to join Unity?
Is there a minimum return requirement to join Unity?
Yes, you must file a minimum of 75 federally accepted returns to qualify for our program.
Do I need to have an EFIN to join Unity?
Do I need to have an EFIN to join Unity?
Yes, an EFIN is required to join Unity.
I have a few more questions. How can I get in touch?
I have a few more questions. How can I get in touch?
We’d love to help! Drop an email to info@unitytaxpartners.com or call 904.900.3099. Or, if a demo of Unity software and banking products would be helpful, you can schedule a demo here.