One flat $20 per accepted return. Software, banking, refund transfers, support — no other fees.
Unity Tax Partners

Professional tax software · Free refund transfers · One low cost

You're paying too much on every bank product. Unity fixes that.

One flat $20 per accepted return — software, refund transfers, and support included. No transmission fees. No bank-product markups. No junk fees stacked on your clients' refunds. Just the lowest true cost in the business, so you keep more of every return.

The same return, three ways

What one funded return actually costs you.

Through a service bureauBuying software directUnity
Tax softwareUp to $1,000+/yr$1,000+/yrFree
Federal refund transfer$39.99$39.99Free
State refund transfer$14.00$14.00Free
Technology / transmission fee$29.99$29.99Free
Service bureau markup$25–$100+Free
Per funded return$100+$82+$20

Every fee in the first two columns except the software license comes out of your client's refund before they ever see it. That's $82 to $150+ per funded return, on top of your prep fee — money that makes a software company, a bank, and sometimes a service bureau their margin, and makes you less competitive doing it.

Unity's column is the whole pitch. One flat $20 per accepted return. Nothing pulled from the refund.

Software cost is billed annually, not per return. Bank and transmission fees are typical of the major platforms — your exact stack depends on who you run today.

Now run it on your volume

Don't take our word for it.

That's one return. Put in your season and watch the fees disappear. Most offices are stunned by the number.

Unity Savings Estimator

See how much you'll save

Enter your numbers and compare your current per-return fee stack against Unity's flat $20 per accepted return.

Enter your total returns, bank-product returns, and current software and bank to see your estimated savings.

The one thing that makes Unity different

The more bank products you do, the more you save.

Every other platform makes money the same way: they stack fees on top of the software — transmission, bank-product, state, service-bureau — and pull them out of your clients' refunds all season long. The more bank products you run, the more they take. Why keep paying fees that make other companies money — when you could keep that money yourself?

Unity flipped it. One flat $20 per accepted return, and the entire stack is gone. The more bank products you do, the more you save. And your clients feel it too — nothing pulled from their refunds means happier clients, and happier clients grow your business. That's the whole model — and it's why no competitor can match it. Their fees are their business.

What you get for the flat $20

Not a stripped-down product. The full platform.

Everything included

  • Professional tax software — every state, 1040s and business returns, cloud and desktop
  • Free refund transfers — Republic Bank, no fee taken from your client's refund
  • Unlimited e-signatures — metered elsewhere, free here
  • Free mobile app — clients start their return from their phone
  • Unlimited year-round support — real people, with bilingual first-line support for software and banking
  • Free onboarding, data conversion, and training — often within 24 hours

And here's the kicker

$0

in add-on fees. No license upsell, no per-signature meter, no mobile add-on. One flat fee, everything in.

See everything the platform includes

And Republic funds your office before the season

Up to $250,000 in your account before a single return comes in.

Most of the savings story is about what you stop paying. This one's different: Republic Bank's Receivables Assistance Program advances against your coming tax-prep fees so you can cover expenses, advertise, pay staff, and upgrade equipment before a single return comes in. Preseason RAP puts money in your account as early as October — earlier than any other bank, and exclusive to Unity offices. It also lets you run a pre-season loyalty program that puts cash in your clients' hands before the season starts.

The proof, per competitor

Already running something else?

See exactly what you'd keep by switching.

Switching is the easy part

The hardest thing about a better deal is believing the switch won't be a nightmare. It won't. Unity's team converts your prior-year data, sets you up, and trains you and your staff — starting within 24 hours, and we do it with you every step.

See how switching works

Real offices. Real savings.

4,000 returns. ~$120 saved per return.

Featured — TeamMTS Enterprises

"The switch to Unity paid for itself in the first weeks of the season. Multiply $120 across four thousand returns and you're looking at the biggest single cost cut we've ever made."

$480,000+

kept in a single season by switching to Unity

Who Unity is for

Built for offices filing 75+ returns a season that run bank products.

If that's you — especially if refund transfers are a big part of your book — you're exactly who this was built for, and you're almost certainly overpaying right now.

The company behind it

35
years in independent tax
~95%
of preparers renew year after year
1000s
of independent preparers served

Unity isn't a startup taking a swing at the tax business. It's built on 35 years in independent tax preparation, and 13 years serving thousands of preparers. Rob Kluba's full story lives on the About page.

Stop paying junk fees on every return.

See your number, then let's get you switched.

One flat $20 per accepted return. Software, banking, refund transfers, support — no other fees.