CORE is a professional tax software membership that combines professional software, education, marketing resources, business growth tools, and ongoing support into one complete membership.

Professional Tax Software, CORE Academy, Marketing Hub, Member Support, Private Community, Business Growth Resources. CORE Pro also includes the CORE Pro Advantage.

CORE Basic is for New Tax Businesses, Independent Preparers,Experienced Tax Preparers, Seasonal Tax Businesses,Experienced Tax Professionals. CORE Pro is for EROs, Tax Office Owners, Multi-Preparer Offices, Growing Tax Businesses.

Yes. Upgrade from CORE Basic to CORE Pro whenever you're ready.

Yes. Move into the membership that best supports your growth.

Yes. Every membership includes professional cloud-based tax software.

Yes. CORE is cloud-based and accessible anywhere with an internet connection.

Yes. CORE follows industry-standard security practices.

Yes. CORE works in modern web browsers on both platforms.

No. CORE Basic is designed for both new and experienced tax professionals.

Our year-round education platform with tax and business training.

Yes. Every membership includes CORE Academy.

Yes. New educational content is added throughout the year.

Your direct connection to the CORE team for software and membership assistance.

Absolutely. Meet with a CORE Growth Advisor for personalized guidance.

You'll receive your welcome email, Member Hub access, onboarding checklist, software access, training access, and community access.

Most members receive access shortly after enrollment.

Login instructions are sent by email after enrollment.

Membership details and billing options are provided during enrollment.