TaxNova package match assessment
Find the TaxNova package built for your next level.
Not every tax professional needs the same software setup. This 3–5 minute assessment evaluates your current experience, business structure, compliance readiness, operational capacity, and growth goals to recommend the package that fits where you are right now — not simply the highest level.
Before you begin
This assessment recommends the right level — not the highest level.
Some professionals are just entering the industry and need training, structure, and support. Others already know tax preparation but need stronger systems. Some are ready to build teams, while others are ready to develop an entire tax software organization.
- 18 questions, 3–5 minutes
- One question per screen
- Immediate personalized result
- No email required to see your match
The TaxNova Package Match Assessment provides a preliminary recommendation based on the information you provide. Assessment results do not guarantee acceptance into any TaxNova program or package. Certain packages may have additional eligibility, compliance, EFIN, experience, onboarding, contractual, or approval requirements. TaxNova reserves the right to recommend a different package if, during onboarding or consultation, another level is determined to be more appropriate for your current experience, business infrastructure, or operational capacity.