TaxCore — A Department of Veltriq | Professional Tax Software & Business Solutions
A Department of VeltriqProfessional Tax Software & Business Solutions
PROFESSIONAL TAX SOFTWARE & BUSINESS SOLUTIONS

YOUR NEXT CHAPTER
IN TAX BUSINESS
STARTS HERE.

Choose professional tax software for your existing operation or explore CRM build-outs on GHL, SuiteDash, or both for your tax business.

Two distinct pathways
Regular transparent pricing
Software & CRM solutions
YOUR OPTIONS

TWO OFFERS. ONE CLEAR NEXT STEP.

Choose the option that fits your goals and take the next step with TaxCore.

OWN EFIN REQUIRED

SOFTWARE ONLY

$399ONE-TIME PAYMENT

Included with Software Only:

  • Professional tax software
  • Unlimited preparers
  • Mobile app
  • Bank product integration
  • Software training
  • Technical support
BUY SOFTWARE — $399

Purchase → Onboarding → Access

For EROs and tax professionals who already have their own EFIN.

CHOOSE YOUR PLATFORM

CRM BUILD-OUTS

Tailored for tax professionalsPRICING VARIES BY PLATFORM & SCOPE

Build on the platform that fits you:

  • CRM build-outs on GHL, SuiteDash, or both
  • Tailored for tax professionals
  • Platform selection guidance
LEARN MORE

Explore → Choose platform → Start your build-out

GHL, SuiteDash, or both. Details and pricing on the CRM Build-Outs page.

FIND YOUR FIT

WHICH OFFER FITS YOUR NEXT MOVE?

HAVE YOUR OWN EFIN AND NEED SOFTWARE?

Choose Software Only for professional tax software, software training, and technical support.

SOFTWARE ONLY

LOOKING FOR A CRM BUILT FOR YOUR TAX BUSINESS?

Explore CRM Build-Outs on GHL, SuiteDash, or both, tailored for tax professionals.

CRM BUILD-OUTS
THE VALUE

MORE THAN SOFTWARE. SUPPORT FOR YOUR NEXT STEP.

PROFESSIONAL TOOLS

Professional tax software for EROs with their own EFIN.

SOFTWARE ONLY

CRM BUILD-OUTS

CRM build-outs on GHL, SuiteDash, or both, tailored for tax professionals.

CRM BUILD-OUTS

SUPPORT

Technical support for Software Only and guidance for CRM build-out projects.

SUPPORT VARIES BY OFFER
THE PROCESS

TWO PATHS. CLEAR NEXT STEPS.

SOFTWARE ONLY

$399
01

PURCHASE

Complete checkout for the $399 Software Only package.

02

COMPLETE ONBOARDING

Follow the agreement and onboarding instructions sent by email.

03

GET ACCESS

Receive software access information after onboarding and account setup.

Onboarding instructions and software access information are sent by email.

CRM BUILD-OUTS

VARIES
01

EXPLORE OPTIONS

Visit the CRM Build-Outs page to review platforms.

02

CHOOSE A PLATFORM

Select GHL, SuiteDash, or both for your build-out.

03

START YOUR BUILD-OUT

Review details and pricing for your chosen platform.

SuiteDash build-outs are available now. GHL and combined build-outs details are coming soon.
View CRM Build-Outs details
FAQ

FREQUENTLY ASKED QUESTIONS

Clear answers regarding our software packages, CRM build-outs, and onboarding process.

Software Only is for professionals with their own EFIN who need tax software. CRM Build-Outs is for tax professionals who want a customized CRM on GHL, SuiteDash, or both.
TAKE THE NEXT STEP

READY FOR YOUR NEXT STEP?

Choose professional tax software or explore CRM build-outs for your tax business.

OWN EFIN REQUIRED

SOFTWARE ONLY

$399ONE-TIME PAYMENT
CHOOSE YOUR PLATFORM

CRM BUILD-OUTS

Tailored for tax professionalsPRICING VARIES BY PLATFORM & SCOPE