Novae Tax Software
The Fastest Way To Launch A High-Profit Tax Business
Earn more this season, look more professional, and build a real tax business you control.
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Professional Software
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Full Support
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Instant Credibility
Why Serious Tax Professionals Partner With Novae
Most tax preparers lose money every year because they rely on outdated software, no training, no brand, and no system. Novae is the opposite.
You get:
- A nationally recognized fintech company behind your business
- A platform proven since 2014
- Technology, training, and support built to help you win
This is not a hype operation or a personality-driven brand. You are partnering with a company on the Inc. 5000 list, a member of the Direct Selling Association, and a trusted financial services provider with thousands of reviews.
You are not just buying software. You are buying certainty.
What Novae Tax Software Actually Gives You
Every successful tax preparer relies on four essentials: professional software, clear training, a credible brand, and year‑round revenue options.
Novae Tax Software gives you everything
The Four Essentials
- Professional-grade tax software for individual and business returns
- The option to become a Service Bureau and earn more
- White label branding to elevate your image instantly
- Training, mentorship, and community support
Novae handles the heavy lifting so you can focus on serving clients and earning income.
What You Get With Novae
Core Software Features
- Cloud‑based software built for volume
- Individual and business return capability
- All state returns
- Secure e‑file + bank product integration
- Client portal for document uploads and signatures
- Error check system to reduce rejections
- Multi‑user access for teams
Branding & Professional Image
- Branded tax site or portal with your logo
- Your brand front and center
- Present yourself as an office or as a Service Bureau
Training & Support
- Step‑by‑step onboarding
- Live trainings and recorded modules
- Access to Novae’s full suite of business services and tools
Who This Is Designed For
FOR TAX PREPARERS WHO WANT TO LEARN, EARN, AND LEVEL UP
- If you want clean, simple software
- If you want expert support
- If you want to charge more and do more
FOR LEADERS WHO WANT TO SCALE INTO A SERVICE BUREAU
- If you want a team under you
- If you want leverage, not long hours
- If you want multiple income streams instead of one
Why Novae Beats Every Other Tax Software Offer
Most tax software companies disappear after the sale, offer no support, and hide behind spammy marketing tactics. Novae does the opposite.
Respectful, Permission‑Based Communication
No spam. No pressure. No chasing.
You control how and when your prospects and clients are contacted.
Company Strength That Elevates YOUR Brand
A real fintech company with national recognition that you can leverage for your own brand, no matter if you are new or already have national recognition.
Receive Education Before Expectation
You get actual training from 7-figure earners, not empty hype. You get clarity, roadmaps and blueprints that are already working and built for long‑term professionals.
4 Powerful Ways to Start
| Package | Personal | Personal & Corporate |
|---|---|---|
| Tax Software |
$499
+ $99/mo Affiliate Pro platform fee*
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$499
+ $99/mo Affiliate Pro platform fee*
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| Tax Software PLUSBEST VALUE |
$1,499
+ $99/mo Affiliate Pro platform fee*
Total: $1,499 or $1,798 with white label
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$1,499
+ $99/mo Affiliate Pro platform fee*
✓ White label included at no additional cost
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*Affiliate Pro platform fee starts 1 month after purchase date (may be waived with 5 active credit customers).
The Tax Pro Co-Brand Advantage (Included in Tax Software PLUS)
The Novae Tax Pro Co-Brand Program ($1,995 value) transforms your tax business into a year-round financial services powerhouse. Delivered in just 2 weeks.
100% included in every Tax Software PLUS package at no additional cost. The Tax Pro Co-Brand alone is valued at $1,995. Combined with the base Tax Software ($499), that's $2,494 in total value. You pay just $1,499, saving you $995 while eliminating the hassle of building a custom website and instantly elevating your business credibility and income potential beyond tax season.
What You Get
Your Complete Co-Branded Financial Services Platform:
- Tax Prep page (your branded tax software portal)
- Personal and Business Loans
- myNovaeDisputes (AI-powered credit repair software)
- Debt Help and Business Debt Help solutions
- HYSA and Checking Account/Cash Advance options
- Free LLC Registration service
Plus:
- Your branding alongside Novae's proven fintech system (backed by Inc. 5000 recognition)
- Turnkey website delivered in 2 weeks requiring zero tech work from you
- Year-round revenue streams, not just seasonal tax income
- 50/50 backend revenue share on all financial services your clients use
- Instant credibility with a polished, professional online presence
- Turn one-time tax clients into long-term financial relationships
For Service Bureau Builders & Team Leaders
If you want to build a team, scale into a Service Bureau, or help others launch tax businesses, the Tax Pro Co-Brand gives you:
- Proven marketing scripts and sales frameworks
- Complete training funnels and professional presentations
- The infrastructure to earn from both team launches and ongoing production
- Leverage to grow income without trading more hours for dollars
This is how serious tax professionals build real equity and passive income in the tax industry—transforming from seasonal preparers into year-round financial service providers.
Which Solution Is BEST for Me?
Getting started with the right solution that meets your needs is important for initial and long-term success. That's why we're providing options tailored to your needs. Use the chart and quiz below to get the best recommendation for you!
Novae Tax Software Comparison
Both plans are just $499 | PLUS options are Additional
Click any detail for more information
| Feature | Personal | Personal & Corporate |
|---|---|---|
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1040 Returns
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Excellent | Excellent |
📋 1040 Individual Tax ReturnsBoth platforms provide comprehensive support for all individual (1040) tax returns including all schedules and supporting forms. Novae Personal Features:
Novae Personal & Corporate Features:
Both platforms are equally strong for individual returns |
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Business Entities
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Basic | Comprehensive |
🏢 Business Entity Tax ReturnsCritical difference: Novae Personal & Corporate offers full support for ALL business entity forms, while Novae Personal has basic support primarily for simple pass-through entities. Novae Personal (Basic):
⚠️ Use only for simple business returns Novae Personal & Corporate (Comprehensive):
✅ Professional-grade business support Choose Personal & Corporate if 30%+ of your clients are business entities |
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Trusts & Estates
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Not Available | Full Support |
⚖️ Trust & Estate Tax ReturnsOnly Novae Personal & Corporate supports trust and estate returns. Novae Personal does not include these forms. Novae Personal:
❌ Must refer these clients elsewhere Novae Personal & Corporate Includes:
✅ Full estate planning practice support High-value returns: $800-2,500 per trust/estate return |
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Mobile App
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Branded App | Not Available |
📱 Mobile Client AppNovae Personal includes a white-label mobile app that puts YOUR brand in your clients' pockets. Novae Personal & Corporate uses standard web portal only. Novae Personal App Features:
✅ Major competitive advantage for client convenience Novae Personal & Corporate Portal:
Standard web portal - no mobile app Mobile app = 35% higher client retention (industry average) |
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Web Portal
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✅ | ✅ |
🌐 Client Web PortalBoth platforms include secure web portals where clients can upload documents, track progress, and sign returns online. Novae Personal Portal:
Novae Personal & Corporate Portal:
Both platforms offer secure, professional client portals |
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Spanish Support
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Full | Limited |
🌎 Bilingual Spanish Language SupportNovae Personal offers comprehensive Spanish support throughout the platform. Novae Personal & Corporate has limited Spanish capabilities. Novae Personal (Full Spanish):
✅ Serve Hispanic/Latino communities effectively Novae Personal & Corporate (Limited):
⚠️ Not ideal for Spanish-first clients 62 million Spanish speakers in US (19% of population) |
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Bulk Processing
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Basic | Advanced |
⚡ Bulk Processing & High-Volume ToolsNovae Personal & Corporate includes advanced tools for processing large volumes of returns efficiently. Novae Personal has basic batch capabilities. Novae Personal (Basic):
⚠️ Limited automation for high volume Novae Personal & Corporate (Advanced):
✅ Save 3-5 hours per 100 returns with automation High-volume practices (200+ returns) need Personal & Corporate |
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K-1 Import
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Not Available | ✅ |
📊 K-1 Import & ManagementNovae Personal & Corporate can automatically import K-1 data from partnerships and S-Corps into individual returns. Novae Personal requires manual entry. Novae Personal:
❌ ~15-20 minutes per K-1 to manually enter Novae Personal & Corporate K-1 Features:
✅ Import K-1 in under 2 minutes Critical for practices with partnership/S-Corp clients |
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Multi-Office Management
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✅ | Enhanced |
🏢 Multi-Office & Multi-Location FeaturesBoth platforms support multiple offices/locations, but Novae Personal & Corporate includes enhanced management and reporting tools. Novae Personal (Standard):
✅ Good for small multi-office setups Novae Personal & Corporate (Enhanced):
✅ Enterprise-grade multi-office management Choose Personal & Corporate for franchises or 4+ locations |
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White Label
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Optional Add-on to the PLUS Personal | Included in PLUS Personal & Corporate |
🏷️ Tax Software PLUS: White Label OptionsThe Novae Tax Software PLUS options include the Novae Tax Co-Brand Program ($1,995 value) which helps turns your tax business into a year-round financial services powerhouse with your branding alongside Novae's proven fintech system! Co-Brand Features (Included with Both PLUS Packages):
PLUS Personal Pricing:
PLUS Personal & Corporate Pricing:
Novae Tax Co-Brand Program ($1,995 value) included with both PLUS packages |
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Find Your Perfect Novae Tax Software
Answer 3 quick questions to get your personalized recommendation
1. Do you prepare Corporate or Trust returns?
2. Which is most important to you?
3. How many returns do you process per season?
After your purchase - How It Works
Provide Your Tax Pro Details
You provide us your IRS issued EFIN and other preparer details.
Software + Branding Setup
You get your access, your branding, and your onboarding plan.
Complete Training
You learn the system quickly and launch confidently.
Launch, File & Grow
Serve clients. Collect fees. Scale into leadership if you choose.
FAQs
What qualifications do I need to use the tax software?
To prepare paid returns, you need:
- A valid PTIN (Preparer Tax Identification Number) from the IRS
- An EFIN (Electronic Filing Identification Number) to e-file returns
Optional credentials that may be required depending on your state:
- IRS Annual Filing Season Program completion
- State-specific tax preparer registration or licensing
- Professional certifications (EA, CPA, Attorney) for representing clients
The software itself has no prerequisites for purchase or practice use. However, to legally prepare returns for compensation and electronically file them, you must obtain the proper IRS credentials. We provide full training on the software, tax business operations, and affiliate marketing but credential applications are handled directly with the IRS.
Is this a franchise?
No. You own your brand, your clients, and your revenue. There are no franchise fees, no territories, and no long‑term contracts. You stay in full control of your business growth while using Novae’s technology and support as your backbone.
What is a PTIN (Preparer Tax Identification Number)?
A PTIN is a unique identification number required by the IRS for anyone who prepares or assists in preparing federal tax returns for compensation. You must obtain a PTIN before preparing tax returns for clients. PTINs are issued by the IRS and must be renewed annually. Apply at IRS.gov.
What is an EFIN (Electronic Filing Identification Number)?
An EFIN is a unique number assigned by the IRS that allows you to electronically file tax returns. You receive an EFIN when you're approved as an ERO (Electronic Return Originator). The EFIN identifies your tax practice in the IRS e-file system and is required to transmit returns electronically. The application process includes background checks and IRS approval.
What is an ERO (Electronic Return Originator)?
An ERO is a tax professional authorized by the IRS to electronically file tax returns on behalf of taxpayers. To become an ERO, you must apply to the IRS, pass a suitability check, and receive an EFIN (Electronic Filing Identification Number). As an ERO, you're responsible for ensuring returns are transmitted securely and accurately to the IRS.
What is a Service Bureau?
A Service Bureau is a tax business that provides software and support to other tax preparers. As a Service Bureau owner, you supply the technology and infrastructure while other preparers use your platform to serve their own clients. Each preparer maintains their own PTIN, EFIN, and compliance responsibilities.
Will I get spammed?
No. Novae follows strict, permission‑based communication standards. You choose how you want to be contacted, and you only receive relevant business updates. Your information is never sold or shared. This protects your privacy and your professionalism.
How does support work?
You get access to multiple support channels including written guides, training videos, live Q&A calls, and expert assistance during tax season. High‑volume support increases during peak months so you can get fast answers and keep filing without interruptions.
Can I connect this to other Novae services?
Yes. Your tax business becomes a gateway to year‑round income. You can offer clients credit solutions, funding options, debt relief, and more through your Co-Brand portal. This means your business earns beyond tax season and builds long‑term client relationships.
Novae is a proud member of the Direct Selling Association and a Signatory of the DSA Code of Ethics. To file a business complaint, CLICK HERE.
Novae is a fintech company that provides greater access to credit, capital, and entrepreneurship for consumers and small businesses nationwide, with a particular interest in empowering underserved communities, driving financial inclusion! Founded in 2014, we serve clients across all 50 states, including Puerto Rico.
Novae, LLC
1506 Klondike Road Ste 403
Conyers, GA 30094
Phone: (678) 750-3787
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.
1506 Klondike Road Ste 403
Conyers, GA 30094
Phone: (678) 750-3787
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.
For Consumers
For Entrepreneurship
For Small Business
More about Novae
Novae is a fintech company that provides greater access to credit, capital, and entrepreneurship for consumers and small businesses nationwide, with a particular interest in empowering underserved communities, driving financial inclusion! Founded in 2014, we serve clients across all 50 states, including Puerto Rico.
Novae, LLC
1506 Klondike Road Ste 403
Conyers, GA 30094
Phone: (678) 750-3787
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.
1506 Klondike Road Ste 403
Conyers, GA 30094
Phone: (678) 750-3787
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.
We offer the following services
For Consumers
For Entrepreneurship
© Novae - All Rights Reserved
© Novae - All Rights Reserved