Software Comparison & Videos

Find the Right Software for Your Tax Business

Watch demos and compare our two leading software options.

Try both for free before you buy.

Flex vs. Flow
Both options include the same all-in pricing and full support. The right choice depends on how your office operates and personal preferences. We can also provide guidance based on our experience.
Software Option 1

Flex

  • Powerful integrated features
  • 1040 & business together
  • 100% cloud-based
Software Option 2

Flow

  • Easy to learn
  • Intuitive workflows
  • Estimator Tool
Flex vs. Flow: Feature Comparison
Both Flex and Flow include a comprehensive set of features. Here's how they compare on the details that matter most to independent tax offices.
Feature Flex Flow
Affordable, Simple Pricing✓✓
Easy Setup & Onboarding✓✓
Support in English & Spanish✓✓
Add Your Logo to the Software✓✓
Bank Product Integration✓✓
Keep 100% of Tax Prep Fees✓✓
Multi-Office Support✓✓
Multi-User & Access Control✓✓
1040, 1040NR & Business Forms✓✓
Forms & Interview Modes✓✓
Mobile App✓✓
Customer Portal & Document Manager✓✓
Remote Signature✓✓
Scanner Compatible✓✓
Scheduling & Messaging✓✓
Office & Revenue Reports✓✓
Bank-Level Security✓✓
Audit Protection & Add-ons✓✓

See More on Our YouTube Channel

We regularly post new videos covering software tips, tax business insights, and updates. Subscribe to stay current.

Visit Our Channel

Ready to Try Both for Free?

Request a free trial and one of our trainers will walk you through Flex and Flow so you can make the right choice with confidence.