Your Choice of Tax Software
Choose between OLT Pro and TaxSlayer Pro to find the software option that best fits your business needs.
Now Welcoming New Partners
Ready to Build Your Tax Business?
More than tax software. Get access to business-building resources, mentorship, software options, and a partnership designed to help you establish your business and work toward your next level of growth.
$0 upfront CTS fee • $0 CTS renewal fee • Clear fee structure
$0 Upfront CTS Fee
Start without an initial CTS service bureau payment
$0 CTS Renewal
No annual renewal charge from CTS
Software Options
OLT Pro or TaxSlayer Pro
Growth Resources
Tools and educational guidance
The CTS Advantage
More Than Software. A Partner for Your Business.
Whether you're new to the tax industry or already preparing returns, the right resources can help you build a stronger foundation. CTS brings together software choices, business tools, and guidance to support your next steps.
No Upfront CTS Fee
Get started without an upfront service bureau payment to CTS. Software, transmission, and bank product fees are separate.
No CTS Renewal Fee
Continue your CTS partnership without a separate annual renewal charge from CTS.
Mentorship & Business Education
Access guidance and educational resources to help you understand the industry, strengthen your business knowledge, and plan for growth.
Business-Building Resources
Use partner resources such as websites, client intake forms, refund calculators, and other tools to support your operations.
Bank Product Options
Select from SBTPG or Refund Advantage for bank product needs, subject to the selected provider's approval and requirements.
Your next chapter can start here.
Take the next step toward finding the right software partnership for your business.
Straightforward Pricing
Know Your Fees Before You Get Started.
CTS keeps its service bureau pricing simple. Your service bureau fee is separate from software and transmission fees charged by your software provider and bank product fees charged by your selected bank.
$99
CTS service bureau fee.
- $0 upfront CTS fee
- $0 CTS renewal fee
- Access to your selected CTS partnership option
$65
CTS service bureau fee.
- $0 upfront CTS fee
- $0 CTS renewal fee
- Volume-based service bureau pricing
Who Gets Paid What?
Understanding where each fee goes helps you evaluate your options and make informed decisions about your business.
CTS Service Bureau Fee
$99 for fewer than 100 bank products or $65 for more than 100 bank products.
Software & Transmission Fees
Paid to the software provider you select. These fees are separate from the CTS service bureau fee.
Bank Product Fees
Paid to the bank provider you choose. Charges depend on the provider and the services selected.
Optional ERO Fees
Additional fees apply only if you choose additional products or services offered through your ERO, such as rebates, e-file fees, or document preparation fees. These optional fees are paid to the ERO.
See a Pricing Example
Review this example to better understand how the fees are separated.
Please confirm the applicable service bureau fee and volume terms with CTS. The stated tiers cover fewer than 100 and more than 100 bank products; the fee for exactly 100 should be confirmed. Software, transmission, and bank fees are determined by their respective providers. Optional ERO products and services may carry additional charges when selected.
Your Next Steps
Getting Started Is Simple.
Submit your onboarding information so our team can review your details and guide you through the next steps.
01
Complete Your Onboarding
Tell us about yourself and your business, provide the requested information, and share your software and bank product preferences.
02
CTS Reviews Your Submission
Our team reviews the information you provide and follows up if anything else is needed.
03
Receive Your Next Steps
Allow approximately 2–3 business days for review and follow-up. Once your account is completed and verified, you'll receive instructions for your CRM and related products.
Good to know: Submitting your onboarding form confirms receipt of your information, not automatic approval or activation. CTS will contact you after review to confirm completion or explain whether anything else is required.
Build Your Next Chapter With CTS
Ready to Make CTS Your Software Partner?
Take the next step toward building your tax business with software options, business resources, and educational guidance. Start your onboarding today and let our team help you move forward.
COMPLETE YOUR ONBOARDING →$0 upfront CTS fee • $0 CTS renewal fee • Allow approximately 2–3 business days for review