NTB TAX SOLUTIONS 1040 SOFTWARE

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NTB Tax Solutions – 1040 Pro Series Software

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Starter Package – $850

Best for new or part-time tax preparers just starting out.

• Up to 3 user logins
• Unlimited 1040 federal + 1 state return capability
• Deduction & credit finder + error check tools
• Bank product integration (deduct prep fees at no upfront cost)
• Unlimited phone & email support (bilingual EN/ES)
• Free onboarding + software training
• EFIN & PTIN guidance support
• Secure cloud-based filing with backups & updates
• Basic client management database & retention tools
• Multi-user collaboration
• Knowledge base + FAQs
• Mac OS compatible

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Pro Package – $1,000

Most popular option for growing offices who need efficiency & professional tools.

Includes everything in Starter, plus:

• Up to 25 user logins
• Multiple state returns
• Integrated client portal (upload docs, e-signatures, secure messaging)
• IRS compliance tools + due diligence checklists
• Priority support (phone + live chat)
• Expanded data storage
• Built-in document management system
• Free marketing templates (flyers, social posts)
• Audit protection add-on (available)
• Mobile tax office: prepare & e-file from anywhere
• TaxesToGo® app: branded mobile app for clients (real-time chat + doc uploads)
• Automatic updates & backups in the cloud

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Expert Package – $1,500

Best for established firms that want premium features, scalability & automation.

Includes everything in Pro, plus:

• Advanced reporting & analytics (P&L dashboards, client insights)
• Multi-office management (2 EROs, unlimited logins)
• Full corporate business suite (1120, 1120-S, 1065, 1041, 990)
• Paperless office (scan & save docs as PDFs)
• Signature pad support for digital signatures
• Advanced integrations (Audit Maintenance Pro, Twilio, etc.)
• Bulk return import & e-filing
• API integrations for custom workflows
• Extended data retention & backup
• Enhanced security client portal
• Branded TaxesToGo® app with real-time chat

• Starter → Simple, affordable, best for beginners.
• Pro → Balanced, scalable, best for growing offices.
• Expert → Premium, automated, best for established firms.

📲 Text “NTB SOFTWARE” to (856) 376-7562 to get started.