Lux Tax Suite Software
Thinking About Partnering with Lux Tax Suite?
I’m excited to invite you on this incredible journey to grow or expand your own successful tax firm!
At Lux Tax Suite, we provide everything you need to build a thriving tax business—from top-tier software and training to dedicated support and a network of like-minded professionals. Whether you’re new to the tax industry or looking to scale, we offer the tools, guidance, and resources to help you achieve your goals quickly and efficiently—while enjoying every step of the way!
KEY INFORMATION AND STEPS TO GET STARTED
(This varies depending on the client and circumstances but serves as the foundation for everything.)
PACKAGE #1
If you already have an EFIN, the software fee is $997, and you’ll retain 100% of your preparation fees. (Software prices vary based on current specials. Retail value is $997.)
PACKAGE #2
If you require an EFIN through our partnership, the software fee is $1,197. Your tax preparation fees will be split: 90% to you (the preparer) and 10% to the service bureau. (Software prices vary based on current specials. Retail value is $1,197.)
SOFTWARE FEE PAYMENT PROCESS
You can pay in full upfront, or the software fee can be paid from your first payout via direct debit, with invoices sent for your records.
SOFTWARE TRAINING INCLUDED
Full training is provided to ensure you’re up and running smoothly.
CLOUD-BASED SOFTWARE OPTIONS
Choose from industry-leading platforms: Crosslinks and/or TaxSlayer.
CO-BRANDING AVAILABLE
You can co-brand your software with your business logo for an additional fee of $497. (Prices vary based on current specials. Retail value is $497.)
SOFTWARE DEMOS OFFERED
Demos are available for Crosslink, TaxSlayer, and OLT to help you make an informed decision.
TaxSlayer Demo: click here to REQUEST DEMO
Crosslink Demo: Available upon request
24/7 TECHNICAL SUPPORT
Our support team is available around the clock to assist with any technical issues.
TAX PREPARATION FOR PREVIOUS YEARS
Our software supports tax preparation for up to 7 prior years.
BANK APPLICATION SERVICES
We handle the completion of BankApps for all your offices.
BANK PRODUCT OPTIONS
We work with trusted banks such as Refund Advantage, Santa Barbara (TPG), and Republic to offer a variety of bank products.
DIRECT DEPOSIT OF FEES
All tax preparation fees will be deposited directly into your designated account by the processing bank.
LET'S GET STARTED! FOLLOW THESE IMPORTANT STEPS:
STEP 1: SIGNUP
STEP 2: 20-MINUTE PHONE CONSULTATION
We’ll review the software and discuss what you can expect.
STEP 3: SIGN THE AGREEMENT
This is your commitment to the upcoming tax season
STEP 4: COMPLETE THE REQUIRED FORMS
Essential for gathering documents and tax office information needed for onboarding you and your team.
ADDITIONAL REMINDERS
TIMEFRAME:​
We estimate a timeline of 3-7 business days for the execution of all onboarding steps, provided the required information is submitted promptly. Delays in providing this information may affect the timeline.
​
TRAINING:
A software training link will be sent out after the agreement is signed, if necessary.
JOIN OUR FACEBOOK GROUP:
We have a private Facebook group for our community, where you can connect with others, share experiences, and stay updated on the latest tax news. All templates needed to run your business will be available for download and customization.
​
COMMUNICATION:
For any questions or concerns, please email our dedicated helpdesk at support@luxtaxsuite.com. Sending direct messages via Facebook or Instagram may result in missed communications, as they are not valid methods of contact.