FOR INDIVIDUALS & BUSINESSES
Peers Tax Office
Individual and business tax preparation, IRS notice assistance, and sales tax support.
- Choose the service you need
- Receive a service-specific quote
- Complete the existing tax intake form
Tax services · Office software · Financial wellness
One place.
More ways forward.
Find the right service for your personal finances, business, or tax office. Explore Peers Tax Office, Peers Tax Software, and Peers Financial 360 from one central hub.
Choose your service first. Each service has its own agreement, eligibility requirements, billing and account access.
Three services. One starting point.
What brings you here?
FOR EROS & TAX OFFICES
Peers Tax Software
Build your office package with software enrollment, preparer training and optional branding.
- Compare office packages
- Choose relevant add-ons
- Open existing TaxSlayer tools
FOR PERSONAL & BUSINESS GOALS
Peers Financial 360
Personal Credit. Business Credit. One Financial Roadmap.
- Financial organization and assessments
- Personal and business tool paths
- Existing workspace access required
Start with the right service
A clear next step, chosen by you.
Choose what you need. This guide routes you to the correct service without collecting tax, identity, or financial documents.
Online purchase, secure documents, signed agreements and status tracking require the corresponding service integration. Selecting a service does not submit an application.
Peers Tax Office
Tax support for your next step.
Explore individual and business return preparation, IRS notice assistance, and sales tax support.
Service pricing is based on the work required. Start with the existing intake form and review its engagement terms. Any service quote and payment arrangement require confirmation.
Individual tax preparationPersonal return intake and engagement
Business tax preparationBusiness type and service-scope review
IRS notices & sales tax supportDocument review and an appropriate service quote
Start your tax intake ↗The existing intake form includes document uploads and signatures. Select your tax year and review the engagement terms. Private status tracking and website checkout are still pending.
Peers Financial 360
Personal Credit. Business Credit.
One Financial Roadmap.
Explore financial organization, assessments, goals and readiness tools in the existing Financial 360 workspace.
Open Financial 360 ↗The existing workspace is access restricted. New-account enrollment is not open. Payments, document intake and provider connections are still being completed.
Personal pathAssessments, organization and goals
Business pathBusiness profile and readiness tools
Existing workspaceSeparate authenticated application
New enrollmentComing after connected-flow verification
Returning clients & offices
Go straight to your service.
Peers Tax Software toolsTaxSlayer Hub and software access
Peers Financial 360 ↗Existing restricted workspace
Tax intake & documents ↗Peers Tax Office intake; private status portal pending
Service-specific connections pending
Choose your starting point
Peers Tax Software office packages.
Start with the essentials or bundle training and your own branding. Select a package below to compare the proposed upfront total.
Proposed prices before applicable tax, shipping and separately disclosed return or bank-product fees. License edition, tax year, term, renewal and refund conditions must be confirmed in the final agreement. TaxWise and other vendor packages require a separate verified quote.
Add what you need
Finish your office toolkit.
Get your office ready
Apply. Review. Pay. Activate.
01 · Office details
Provide your business and authorized contact information, office requirements and preparer details through secure intake.
02 · Documents & terms
Complete required PTIN/EFIN verification, W-9 and the ERO agreement. Review the full price and fee schedule.
03 · Payment
Pay through the Peers checkout once enabled. A payment receipt and software approval are separate milestones.
04 · Access & training
Receive your access invitation after required approvals and provisioning. Complete setup and training before filing.
Submit owner and office details, PTIN/EFIN status and identification through the existing Peers Tax Software form. An application is subject to review and approval. The form currently offers a $199 product through Square. Package and add-on selections on this website do not transfer to that form. Confirm your package, total fees and payment terms with Peers before paying. Do not send passwords or taxpayer records through general support messages.
Current EROs & office holders
Your office access starts here.
Open your office Account Hub to manage eligible office information and resources, or open tax software to prepare returns. A private Peers onboarding, billing and support workspace is still being connected.
Use your own office account. First-time office access uses a TaxSlayer activation link issued for your office. Account Hub employee access alone does not provide tax-return preparation access.
Office Account Hub ↗Office information and eligible vendor resources
Launch tax software ↗Tax-return preparation with your ProWeb login
Private progress tracking pending
Peers Stripe connection pending
Office-specific access pending
Private support workflow pending
Access help for current offices.
I have not received my office activation
Office Hub access must be issued to the verified person responsible for your office. Your bureau reviews the existing location and sends the office-specific activation link when eligible. Do not buy a second package just to request login help.
Which login do I need?
Account Hub provides eligible office resources and configuration. Tax-return preparation uses your ProWeb office and preparer account. Access must be active and assigned to the correct office.
I forgot my username or password
Open the appropriate login page above and use its Forgot username or Forgot password option. Complete verification directly with TaxSlayer. Do not send passwords or verification codes through messages.
I need access for another preparer
Your office administrator needs to create the appropriate ProWeb preparer account and assign office permissions. A Hub employee account is a separate access type. Additional users must use individual credentials.
Official guidance: Account Hub employee access and ProWeb office access.
Before you choose.
Does one package cover multiple offices?
Each proposed package covers one eligible office. Five training seats do not mean five offices, five EFINS or five separate branded platforms.
Are bank products included or guaranteed?
Bank products require separate enrollment and approval. The final agreement must disclose all applicable bank, return and service bureau fees. Refund advances are subject to bank eligibility and approval.
Can I upgrade later?
The proposed upgrade model credits your existing package components, so you only pay for the new training or branding you add. Reference books are separate purchases.
Does paying activate my software immediately?
No. Payment confirmation, document completion, vendor approval and software provisioning are separate steps. Activation requires confirmed office access.