Frequently Asked Questions

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 ShaysPro Tax Software is a professional tax preparation platform branded for your office, offering robust features, secure workflow, and expert support—designed by veteran tax pros who understand your needs. 

 ShaysPro is ideal for independent tax preparers, small firms, and growing offices looking for a complete, modern tax solution with flexible options and real-world support. We specialize in helping new and aspiring tax professionals launch their own tax businesses, guiding you through every step—from business setup to software onboarding and training. Whether you’re just starting out or expanding your practice, ShaysPro provides the tools, resources, and expert support you need to succeed. 

 All packages include unlimited federal and state e-filing, comprehensive form coverage, secure client portal, document management, practice management tools, year-round bilingual support, and basic onboarding. Higher-tier packages include advanced features like mobile app integration, analytics, cloud access, and more. 

 Yes! All users receive onboarding assistance and access to expert-led training. Year-round support is available in English and Spanish, with additional resources depending on your selected package. 

 Absolutely. Our Cloud Suite and higher packages allow you to work securely from any device with an internet connection. Desktop options are also available for those who prefer traditional setups. 

We make it easy to get started with ShaysPro by offering flexible payment plans for every package. Your minimum down payment is always the standard $70 setup fee plus one-third of your selected package price. The remaining balance is then split into manageable monthly installments.

For the Essentials Suite, priced at $1,195, your minimum down payment would be $70 plus $398.33 (which is one-third of $1,195), totaling $468.33. The remaining $796.67 is divided into monthly payments.

For the Professional Suite, which costs $1,395, your minimum down payment would be $70 plus $465.00 (one-third of $1,395), making your first payment $535.00. The remaining $930.00 is then split into monthly installments.

For the Cloud Suite, also priced at $1,195, your minimum down payment would again be $70 plus $398.33, totaling $468.33. The remaining $796.67 is divided into monthly payments.

For the Enterprise Suite, at $1,595, your minimum down payment is $70 plus $531.67 (one-third of $1,595), for a total of $601.67. The remaining $1,063.33 is split into monthly payments.

Please note: If you choose a higher-tier setup or additional onboarding services, your down payment may be higher. We’ll always provide a clear quote before you commit. If you have questions or want a custom payment plan, just let us know—we’re here to help you get started smoothly and affordably!

Bank products are financial solutions integrated into your tax software that allow clients to pay tax preparation fees directly from their refund, rather than out-of-pocket at the time of filing. These products also offer flexible refund delivery options and additional financial benefits to both your clients and your tax business.

Here’s how bank products benefit your clients:

• No Upfront Fees: Clients can have your tax prep fees deducted directly from their refund, making your services more accessible and stress-free.
• Refund Advances: Eligible clients can receive a portion of their refund as an advance—sometimes within hours—helping them manage urgent expenses.
• Flexible Refund Delivery: Clients can receive their refund via direct deposit, prepaid debit card, or check, choosing what works best for them.
• Audit Protection: Clients can opt for audit protection at the time of signing up for bank products, giving them extra peace of mind in case of an IRS audit.
• Streamlined Experience: The process is fully integrated into the ShaysPro workflow, so clients can enroll, track their refund, and manage disbursement with ease.

How bank products benefit your tax business:

• Rebates for Each Bank Product: Some partner banks provide a rebate for each bank product processed, offering you an additional revenue stream and increasing your income per client.
• Business Loan Options: Bank partners may offer loan options to help your tax business cover preseason startup costs, manage fees during the season before funding, and bridge cash flow gaps.
• Loyalty Programs: Many bank product partners have loyalty programs that reward your office for consistent use, and sometimes offer perks that you can pass on to your clients.

Plus:
By offering bank products and meeting annual qualifications, your practice may be eligible to receive ShaysPro Tax Software at no cost in future years—a valuable benefit that supports your business growth.

Bank products ultimately make tax season easier and more convenient for your clients, while helping your practice increase revenue, manage cash flow, and provide a higher level of service.

If your tax firm processes at least 60 bank product applications in a single tax season, you’ll never have to pay software fees for future tax seasons—your ShaysPro Tax Software will be absolutely free for life. This means as long as you meet the 60-bank-application threshold each year, you’ll continue to receive full access to your ShaysPro package at no cost for every following season.

This incentive is designed to reward your success and commitment to offering valuable refund solutions to your clients. It’s a win-win: you help more clients access convenient bank products, and you eliminate software costs for your business—forever.

If you have questions about tracking your applications or want tips on maximizing your bank product offerings, our team is always here to help!

 Absolutely. ShaysPro uses advanced encryption and secure storage protocols to protect both your firm’s and your clients’ sensitive information. Regular software updates and compliance monitoring ensure your data is always protected according to the latest industry standards. 

 Getting started is easy! Simply contact us to schedule a personalized demo or sign up online. Our team will guide you through the onboarding process, including software setup, training, and data migration if you’re switching from another provider. We’re here every step of the way to ensure a smooth transition. 

ShaysPro isn’t just a tax prep tool—it’s a platform for growing your business and your income. In addition to your standard tax preparation fees, you can earn additional revenue by:

• Offering bank products and receiving rebates for each application processed (if available through your partner bank)
• Charging for audit protection enrollment or identity protection via our partner programs
• Providing value-added services like business tax filing
• Charging electronic filing fees and e-file to clients 
• Referring other tax professionals to ShaysPro and earning referral bonuses 
• Upselling clients on premium services or faster refund options

We’re always happy to share tips and strategies to help you maximize your earning potential!

The ShaysPro Mobile Application  is a secure, encrypted tool designed for your clients’ convenience and peace of mind. Clients can use the app to safely send tax documents, photos, and personal information directly to your office from their smartphone or tablet. All data is protected with advanced encryption for maximum security.

Clients can:

• Snap and upload documents and IDs
• Complete organizers and answer basic interview questions
• Communicate with your office via secure messaging
• Electronically sign documents (when enabled)
• Access their completed tax returns and documents year-round, reducing the need for off-season follow-up

Tax preparers can also upload documents to the client’s portal as needed, keeping all tax paperwork organized in one place. Plus, client information and documents transfer over year after year, making future tax seasons simpler and faster for everyone.

The mobile app is fully integrated with ShaysPro, providing a seamless, efficient experience for both you and your clients—while keeping all data safe and accessible.