Resources
Tools and reading for the office running the season.
Ungated PDF
Cost Comparison Report
The full teardown of what the major platforms actually cost per season, versus Unity.
Download the reportLive tool
Savings Calculator
Enter your volume and current stack. See what you'd keep by switching to Unity.
Open the calculatorFree template
WISP Template
The Written Information Security Plan the IRS now requires. Ours is free, editable, and drop-in ready.
Get the templateCase study
TeamMTS
4,000 returns a season. About $120 saved per return by switching to Unity.
Read the case studyCase study
Southshore
How one office switched mid-season and still kept every client on schedule.
Read the case studyBlog
The Unity blog
Field notes for high-volume tax offices — pricing, banking, and running a better season.
Read the blog