One number. Everything in.
Unity's pricing isn't a table you have to decode. It's one flat $20 per accepted return — software, banking, refund transfers, e-signature, mobile app, onboarding, and support. That's it. Nothing upfront, nothing out of pocket, and nothing pulled from your client's refund.
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Unity's Pricing is Crystal Clear
Unity Tax Partner
The software
- TaxWise professional software — desktop or online, unlimited users
- Federal & state individual 1040 — attach and e-file as many states as you want, no extra charge
- Federal & state business returns — 1120, 1120S, 1065, 1041, 706, 709, 990
- Current and prior-year e-file, individual and business
- Free extensions on federal and business returns
- Integrated easy interview and direct forms entry
The banking
- Republic Bank refund transfers — free to your client
- Direct deposit, check, or Netspend card
- Advances for clients who need money sooner
The extras
- Unlimited e-signatures
- Co-branded mobile app — your office's brand, on your client's phone
- Client portal with year-round storage
The support
- Premium one-on-one onboarding with free data conversion
- Bilingual, year-round support for software and banking
- Live webinars, group training, and on-demand library
You get all this for only $20 per accepted return. That’s it!
Meet Joe.
Joe wants his federal and state return filed, with a Republic Bank refund transfer and electronic signature. His refund is $2,000. You charge $300.
Your prep fee comes out of his refund. Nothing else does.
Your $300, minus the flat $20 Unity fee.
Run that same return anywhere else and $82 to $150+ in fees comes off the top before Joe sees a dollar.
Everyone else charges the stack.
Transmission fee. Bank product fee. State fee. E-signature meter. Annual license. Service-bureau markup. Every line item is another leak in your season — and every one of them is money your client feels and you don't keep.
Unity has one line item. That's why the number is so different.
Run your own numbers.
Congratulations!
Frequently Asked Questions
How much do I pay for Unity, and when?
After joining , you don’t pay a dime until you start submitting returns, and, from there, it’s always (and only!) $20 per accepted return, all tax season long. There are never upfront or out-of-pocket costs!
How much do I pay for Unity software each year?
Nada, zip, zilch! Your TaxWise software is absolutely free—and that’s for desktop or online, with unlimited users. Plus, you’ll get unlimited, year-round access to TaxWise’s premium support.
How much do I pay for Republic Bank banking products?
Just like the TaxWise software, you get unlimited access to Republic Bank banking products for no additional cost, including their awesome customer support. It’s all covered by Unity’s $20/return pricing!
How can I use this model to increase my profit?
Unity's pricing model was designed to put pricing power back into your hands. 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! Where does that money go? Certainly not back into your pockets. By eliminating these unnecessary fees, you finally gain control over your business again and start making more each return! Try our Calculator today and find out how much more you can earn!
Do I pay $20 per Federal return and $20 per state?
$20 per return is all you pay; you can attach and efile as many states as you wish at no additional cost.
What is a price example?
Let's say you have a client "Joe". Joe wants you to file his federal and state return and apply for a republic bank refund transfer with electronic signature. Let's say his refund is $2,000 and you want to charge $300. Joe will receive $1,700 and you will receive $280 ($300 - $20 Unity Fee). It's that simple! No extra fees to explain.
Are there any hidden fees?
NOPE!
Is there a minimum return requirement to join Unity?
Yes, you must file a minimum of 75 accepted returns to qualify for our program.
Is Unity Tax Partner too good to be true?
Of course not! Over the past decade, Unity has served thousands of tax advisors, helping them earn more while charging their customers less—and growing their businesses.
I have a few more questions. How can I get in touch?
We’d love to help! Drop an email to info@unitytaxpartners.comor call 904.900.3099. Or, if a demo of Unity software and banking products would be helpful, you can schedule a demo here.