The Unity Platform
Everything a tax office needs to run a season — in one platform, at one flat fee.
Unity runs on the same professional-grade software the national brands charge a fortune for. The difference is everything that comes with it: banking, refund transfers, unlimited support, and every tool below — all included in one flat $20 per accepted return.
What you stop paying for
Most platforms sell you the software, then charge again for the rest.
Unlimited e-signatures — free
Across professional platforms, e-signature is metered — typically ~$5 per return. At 600 returns that's roughly $3,000 a season, gone. With Unity it's unlimited and included, whatever your volume.
The mobile app
Clients start their return from their phone — documents and basics flow straight into the return. A paid add-on elsewhere. Included here.
Onboarding, done by us
Not outsourced, not an upsell. Unity's own team converts your prior-year data, sets you up, and trains your staff — usually within a day.
The full platform
Everything below is included in the flat $20.
Tax preparation
- Federal & state 1040 returns — every state, current and prior years
- Business returns when you need them
- Cloud-based platform — nothing to install, network, or maintain
- Cloud and desktop, unlimited users
- Interview mode and direct forms entry
- "What-if" scenario testing
- Live refund monitor and diagnostics
The client experience
- Free mobile app — start on a phone
- Secure document upload into the return
- Unlimited e-signature
- Client portal with year-round storage
Bilingual, start to finish
- 60+ forms and schedules in Spanish
- On-screen forms and diagnostics in Spanish
- Prepare in English, print in Spanish — or the reverse. Unique in the category.
- Bilingual first-line support for software and banking
Smart tooling
- Built-in tax research library
- Live webinars — practice growth, tax-law updates, and software training
- Automated document capture — scan a W-2, data flows in
The banking
- Republic Bank refund transfers — no fee from the refund
- Direct deposit, check, or card
- Advances for clients who need money sooner
The support
- Onboarding often within 24 hours, one-on-one with a Unity specialist
- Free data conversion from your current software
- Unlimited year-round support with a bilingual first line
- Personal and group training, live webinars, on-demand library
Switching to Unity is easy
Worried about the hassle of changing software? Don't be. Unity's team converts your prior-year data, sets you up, and trains you and your staff — usually within 24 hours, and we do it with you every step.
Why it's all included
One model, one fee.
Unity makes its money one way — the flat $20 per accepted return. There's no license to upsell, no per-signature meter, no mobile add-on, no separate onboarding fee, because the whole model is built on the one flat fee instead of the stack. Same caliber of software the big names run. None of the pieces sold back to you one at a time.
Built for offices filing 75+ returns a season.