Choose the software package that best aligns with your level of expertise and business goals. MTB offers multiple professional tax software packages designed to support everyone from new preparers to experienced offices and growing teams. Each option is structured to give you the tools, flexibility, and support needed to operate efficiently and scale your tax business.

Complete your onboarding to activate your software and prepare your office for the upcoming tax season. During this step, you will submit the required information, finalize your branding, and ensure your account is properly configured so you can begin filing with confidence.

Activate your office and access your software dashboard to begin setting up your preparers, configuring your office settings, and preparing to start filing returns. Once your setup is complete, you will be ready to operate your tax office and serve clients with confidence.

Use your software to efficiently prepare and file returns while managing your clients and office operations in one secure platform. Reuse your system season after season with returning clients, saved data, and streamlined workflows that make each year easier than the last. As your business expands, the platform grows with you, allowing you to add preparers, increase volume, and scale your tax office with confidence.