The Legacy Suite is designed for tax professionals who want to establish a fully branded software experience under their own business name. This premium package gives you everything needed to operate with confidence while showcasing your brand across the platform your clients use throughout tax season.

With your own logo and branding, unlimited returns, unlimited preparers, mobile app access, professional tax software, and priority support, the Legacy Suite helps position your business as a trusted, recognizable brand while providing the tools needed to continue growing year after year.