PROFESSIONAL TAX SOFTWARE SOLUTIONS

Choose the Tax Software and Support That Fit Your Business

Get professional tax software, setup assistance, training, and the option to receive hands-on mentorship while building your tax business.

OmniRise 360

Tax Software Built to Help You Run Your Business With Confidence

Whether you’re preparing your first professional returns or managing a growing tax office, SMJ Tax Firm & Associates LLC can help you find the software solution that fits your business.

For new preparers, independent tax professionals & growing tax offices

CHOOSE THE RIGHT LEVEL OF SUPPORT

Tax software packages

Premium package

(Software with no mentorship)

$499

Tax Software (1040, Sch C, etc.)
Standard Operating Procedures (SOP)
Customizable Business Plan Template
Bank Products Integration
Access to Tax Industry Loan Options
Client Intake Forms
IRS Due Diligence Checklists (helps them stay compliant)
Tax Organizer Template (for clients to submit info in an organized way)
Monthly Q&A Email Access (1 email per month allowed for questions)

Choose Premium

Premier Package

(Software with mentorship)

Best Value

$1200

All from Premium Package
Mentorship Access (calls, chat support, guidance)
EFIN Setup Assistance
Automation Templates (email follow-ups, reminders)
Custom Website
Sales Funnel (for client booking or tax affiliate recruitment)
Bank Product Setup
Access to Loan Options
Ongoing support
- 30-Min Tax Strategy Call (to help them start strong)
- 6-Week Onboarding Plan (what to do each week to launch your tax business)
- End-of-Year Tax Planning Checklist

Choose Premier

*The package price covers the software and the services listed in the selected package. A separate $99 service bureau fee applies to each funded return processed through the software.

Who is this software for?

New Tax Preparers
Starting your professional tax preparation journey.

Independent Tax Professionals
Preparing returns independently and ready for professional tools.

Growing Tax Offices
Adding preparers, clients, systems and support.

Established Tax Professionals
Looking for a software solution with business resources and ongoing support.

Join the team

Everything You Need to Prepare, Manage & Grow

Professional tools and support designed to help you manage your tax business from client intake through e-file.

Professional Tax Preparation

Prepare individual and business tax returns with a streamlined professional workflow.

E-File Management

Track return status, submissions, acknowledgments, and rejected returns in one place

Client Management

Keep important client information and tax activity organized throughout the season.

Preparer & Office Management

Manage multiple preparers or growing tax operations more efficiently.

Bank Product Options

Access available refund-related bank product solutions, if included with the software package.

Setup & Support

Get guidance with getting started so you’re not left figuring everything out alone.

More Than Tax Software — Support for Your Tax Business

When you purchase through SMJ, you're not simply getting access to software. You're gaining resources and support designed to help you operate with confidence.

Guided Setup

Help getting your software configured and ready to use.

Training & Support

Get assistance understanding the platform and your workflow.

Built for Growth

Options that can support you whether you’re solo or building a team.

Connected to SMJ Resources

Access to related tax education, business resources, and services as your business grows.

TESTIMONIALS

Built on Trust, Knowledge & Professionalism

"I keep going back for a reason"

“This makes year number three for me, and I keep going back for a reason... just trust me!”
SMJ Tax Firm and Associates will always be my first choice. I didn’t have to worry about being defrauded or having forms done wrong because they’re knowledgeable and strictly by the book.
— Damion M.

"you’ll never be in fear — only in control."

“One of the most pleasant and professional tax services I’ve experienced.”
SMJ helps you remove assumptions and face taxes head-on by keeping you informed year-round. When you understand the rules and follow them, you’ll never be in fear — only in control.
— Millie S.

"thorough, professional, and consistent!"

“Excellent service.”
SMJ is thorough, professional, and consistent!
— Demario L.

Leave a review

STILL NOT SURE?

Frequently Asked Questions

What is the difference between Premium and Premier?

Premium includes OmniRise 360 professional tax software, setup assistance, training, templates, SOPs, and business resources without mentorship. Premier includes everything in Premium plus mentorship, a six-week onboarding plan, EFIN assistance, bank product setup support, a custom website, sales funnel, automation templates, and ongoing guidance according to the mentorship terms.

Is there an additional fee for funded returns?

Yes. The package price covers the software and the services listed in the selected package. A separate $99 service bureau fee applies to each funded return processed through the software.

Do I need an EFIN before purchasing?

You can purchase before your EFIN is approved. Premier includes EFIN application and setup assistance. Premium customers are responsible for obtaining and maintaining their own required credentials unless additional assistance is purchased or provided separately.

Does purchasing OmniRise 360 guarantee approval for bank products or tax-industry loans?

No. Access to available bank products and tax-industry loan options may be provided, but approval is determined by the applicable third-party provider and is not guaranteed by SMJ Tax Firm & Associates LLC.

Which package should I choose?

If you primarily need professional tax software, setup assistance, training, and resources, Premium may fit your needs. If you want more hands-on mentorship and assistance launching or growing your tax business, Premier offers additional support.