Filing season starts in January. Get licensed, trained and set up before your first client walks in.
See packages →Professional tax software for preparers
APEX Cloud Pro handles unlimited 1040s from any browser. APEX Corporate Desktop Premium adds business, trust, estate and nonprofit returns. Get both in the Platinum Bundle and stop turning away business clients.
Platinum Bundle
$1,999$2,598
Federal and state e-files. No per-return fees from us.
Every state return your clients need.
Bilingual setup, training and year-round support.
A Dallas tax office that uses this software every season.
Choose your package
Individual returns from any device with a browser.
$999/ season
Cloud Pro + Corporate Desktop Premium. Save $599 vs. $2,598 bought separately.
$1,999/ season$2,598
Business, trust, estate and nonprofit returns, plus 1040s.
$1,599/ season
APEX Cloud Pro
Prepare returns from the office, from home or from a client's kitchen table. Add seasonal preparers without installing anything, and control exactly what each person can see and do.
Return status
Cloud dashboard · example
APEX Corporate Desktop Premium
Your 1040 clients own LLCs, S-corps, partnerships and family trusts. Prepare those returns yourself, keep the whole household and charge business-return fees.
1120
C-corporations, including 1120-H for homeowners associations
1120-S
S-corporations with K-1 generation
1065
Partnerships and multi-member LLCs with K-1s and Schedule L
1041
Estates and trusts
990
990, 990-EZ, 990-PF, 990-T and 990-N for nonprofits
706 · 709
Estate and gift tax returns
5500
Employee benefit plan returns
1040
Individual returns included under the same license
Why the bundle
Run 1040s on Cloud Pro from anywhere, including remote and seasonal preparers. Prepare business, trust and nonprofit returns on Corporate Desktop in the office. One purchase, one setup, one support team.
The upgrade from Cloud Pro to the full bundle is $1,000. If you charge $400 for a business return, three business clients cover it.
Example only. Use your own fees to run the numbers.
| Feature | Cloud Pro | Corporate Desktop | Platinum Bundle |
|---|---|---|---|
| Price per season | $999 | $1,599 | $1,999 |
| Unlimited 1040 e-file | Included | Included | Included |
| 1120, 1120-S, 1065, 1041 | Not included | Included | Included |
| 990 series, 706, 709, 5500 | Not included | Included | Included |
| All 50 states + local | Included | Included | Included |
| Works from any browser (Mac, tablet) | Included | Windows only | Included |
| Works offline | Not included | Included | Included |
| Client portal & e-signatures | Included | Signature pad | Included |
| TaxesToGo® client app | Included | Included | Included |
| Bank products | Included | Included | Included |
| PaperCut document management | Not included | Included | Included |
| Bilingual setup, training & support | Included | Included | Included |
Included with every package
Clients pay your fee from their refund, with no money up front.
Early-season refund advance loans through partner banks, subject to bank approval.
Clients snap and send their documents from their phone.
Answer "where's my refund?" without calling anyone.
Bank products are offered by partner banks, subject to approval and program terms. Their fees are disclosed to taxpayers by the bank and deducted from the refund.
Choose Cloud Pro, Corporate Desktop or the Platinum Bundle.
Credentials are typically sent within 24–48 hours.
We configure your office, bank products and users, and help move prior-year data.
Training in English or Spanish, then support all year.
Not sure which one?
If you only prepare individual returns, Cloud Pro. If you prepare business, trust, estate or nonprofit returns, Corporate Desktop Premium. If you want 1040s from anywhere and business returns in the office, the Platinum Bundle.
No. Federal and state e-filing is unlimited under your license. Bank product fees are charged by the partner bank, disclosed to the taxpayer and deducted from the refund. Optional services such as client texting may have their own fees.
Cloud Pro works in Chrome, Firefox, Safari or Edge on any computer or tablet. Corporate Desktop Premium installs on Windows.
Yes. Every paid preparer needs a current PTIN, and your office needs an EFIN to e-file. Don't have an EFIN yet? Ask about our Service Bureau Partner program.
Yes. Prior-year returns can be imported as PDFs, and our team helps with migration during setup.
Login credentials are typically sent within 24–48 hours, and most offices are ready to file within a few days after setup and training.
Yes. Setup, training and support are available in English and Spanish, year-round.
Your license covers one filing season. [RENEWAL & REFUND TERMS]. Questions? Call (945) 319-8633 or email info@apxtax.com.
Automatic reminders, online booking, a unified inbox and optional 24/7 AI agents that answer calls and book appointments. $1,299 a year.
Platinum Bundle: Cloud Pro + Corporate Desktop Premium for $1,999. Save $599.
