Professional Tax Software. Smarter Business Solutions.

100% Cloud-Based Tax Software Built for EROs Who Need Power, Flexibility, and Scale.

🟡 Access from anywhere, anytime — no downloads required

🟡 Unlimited users & unlimited returns — no caps or hidden limits

🟡 Prepare individual and business returns (1040, 1120, 1120S, 1065, 1041 & more)

🟡 Built-in eSignature, secure document uploads & client portal

🟡 Powerful back-office dashboard with user management tools

🟡 IRS-approved, secure cloud platform with real-time e-filing

🟡 Integrated bank products for tax advance loans and refund transfer options

SmartCents IQ ERO Packages

IQ CORE – $297

Built for experienced EROs who already know the business and simply need dependable, professional tax software to prepare and transmit returns with confidence.

What's Included

✅ 100% Cloud-Based SmartCents IQ Tax Software (Powered by OLT Pro)

✅ Unlimited Users

✅ Unlimited Tax Returns

✅ Keep 100% of Your Tax Preparation Fees (No Revenue Splits)

✅ On-Demand OLT Pro Video Tutorials

✅ EFIN & PTIN Setup Assistance

✅ Bank Product Setup & Enrollment Support

✅ Ability to Offer Tax Advance Loans (when available and eligibility requirements are met)

✅ Email Support

Ideal For:

Experienced EROs who already know how to prepare tax returns and want dependable software, essential tools, and the freedom to run their business with confidence.

IQ Plus - $497

Built for established EROs who have mastered tax preparation and are ready to scale their business, grow their team, and increase revenue with advanced tools, training, and marketing resources.

Everything Included in IQ Core, PLUS:

✅ Live or Self-Paced Training for You (the ERO)

✅ Live or Self-Paced Training for Your Entire PTIN Team

✅ Exclusive SmartCents IQ Community for Support, Networking & Collaboration

✅ Marketing Toolkit, including Social Media Templates, Flyers & Promotional Resources

✅ Optional Credit Repair Add-On to Expand Your Service Offerings and Increase Revenue

Ideal For:

Established EROs who are actively growing their business, expanding their team, increasing revenue, and serving a larger client base. This plan is perfect for firms that want more than software—they want ongoing training, business resources, and a community that supports long-term success.

IQ ELITE – $797

Designed for ambitious EROs in their first 1–3 years who want more than tax software—they want a trusted partner to help them build, grow, and scale a profitable tax business.

IQ Elite combines premium software, comprehensive training, year-round resources, and personalized mentorship to help you gain confidence, increase revenue, and create systems that support long-term success.

Everything Included in IQ Core & IQ Plus, PLUS:

✅ Season-Long Mentorship with Direct Access to a Tax Industry Expert

✅ Advanced Schedule C & Small Business Return Training

✅ VIP Priority Support for Technical & Business Questions

✅ Monthly Strategy Sessions for Business Growth & Offer Optimization

✅ Personalized Business Coaching & Accountability

✅ Growth Planning to Increase Revenue and Scale Your Firm

Ideal For:

New and early-stage EROs who are serious about building a successful tax business from the ground up. Whether you're preparing your first return or growing your first team, IQ Elite provides the coaching, structure, and strategic support to help you build a profitable, sustainable business with confidence.

Not sure which plan is right for you?

If you're new to the tax industry or in your first few years as an ERO, we recommend IQ Elite. If you're an experienced ERO who simply needs professional software, IQ Core may be your best fit.

SmartCents IQ – Powered by OLT Pro (100% Cloud-Based)

Your all-in-one tax office solution that runs in the cloud—so you can prep from anywhere, with instant access, zero downloads, and total peace of mind.

Get Started Today

Designed for PTIN Holders & EROs

Whether you're a PTIN holder aspiring to become an ERO or a seasoned ERO seeking advanced tools and mentorship, SmartCents IQ Pro is your trusted partner in growth.

Work Anywhere, Anytime — 100% cloud-based platform: no installation, no network hassles. Just log in and get started.

Unlimited Returns & Users — File as many returns as you need with unlimited user access included.

End-to-End Productivity Tools —

Document Manager for uploading W‑2s, receipts, IDs—creating an organized, paperless workflow.

Taxpayer Portal for clients to securely view, sign, and upload documents, plus real-time messaging with preparers.

e‑Signature Integration—remote signature support for forms and bank documents.

Multi-User & Multi-Office Ready — Easily add users, manage user permissions (E‑file, bank products, reports), and monitor multiple locations from one dashboard.

Comprehensive Tax Support — Handles a full range of returns—from individual and small business to corporate, partnership, and estate filings (e.g., 1040, 1120, 1065, 1041, 2290, 990).

Automated Updates & Zero Maintenance — Always up-to-date tax forms and software—no downloads, no patches, no downtime.

Real-Time E-Filing Tracking & Reporting — Track your clients' refunds and filings in real time while enjoying customizable reports (e.g., return volume, revenue performance, E-file status).

Integrated Bank Product Tools — Offer tax advance loans, refund transfers, direct deposit options, and other revenue-generating services—seamlessly built-in.

Secure, Efficient, and IRS-Approved — IRS-approved e-file provider with enterprise-grade security (VeriSign®, IBM® back-end, encrypted data transmission).

What Makes SmartCents IQ a Smart Choice?

🟡 Cloud-Based Convenience
Work from anywhere with secure, cloud-based access—no downloads, installations, or complicated setup.

🟡 Unlimited Everything
Enjoy unlimited users, unlimited clients, and unlimited tax returns with no hidden caps or restrictions.

🟡 Built to Grow With You
Whether you're a solo ERO or managing a multi-office tax firm, SmartCents IQ scales alongside your business.

🟡 A Better Client Experience
Deliver a seamless experience with secure client portals, e-signatures, document uploads, and real-time return updates.

🟡 Tools That Help You Earn More
Increase your revenue with integrated bank products, tax advance loan options, and efficient workflows designed to save time.

🟡 Security You Can Trust
IRS-approved, automatically updated, and protected by enterprise-grade security so you can focus on serving your clients with confidence.

🟡 Keep 100% of Your Preparation Fees
No revenue sharing or commission splits—what you earn is yours to keep.