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Managed Services Plans

Why Managed Services?

Most modern businesses are using managed services plans to solve their IT needs. It is far more cost effective to pay a fixed monthly or annual fee and feel secure that your business is running smoothly. Managed services plans include line of business software, email, backup/cloud storage, Microsoft Office and virtual servers among other items. Most importantly, businesses can eliminate the need for an in-house IT department by contracting with a managed services provider.

Imagine being able to access your tax office from any device anywhere in the world!

Sigma’s virtual server solutions allow your tax office to host its professional tax software on a secure server with 99.9% uptime. You and your team can login from your laptop, tablet or smartphone and enjoy full access to your tax software any time of day. You’ll never have to worry about your desktop crashing, power outages or your IT guy calling out sick again!

Our managed services plans include virtual servers and other essential IT solutions that will save you time, money and effort so that next tax season will be your most successful one yet. Whether your office takes advantage of bank products or prefers collecting prep fees up front, we offer two managed services plan groups for you to choose from:

Managed Service Plans for Bank Product Offices (billed annually)

This program is designed for tax offices that use bank products and want to pay a one time annual fee after season.

Managed Services Plans for E-File Offices
(billed monthly)

This program is designed for tax offices that collect prep fees up front and want to take advantage of our monthly payment plan.

If you are new to the tax industry, not to worry, Sigma account managers are here to help you find the most suitable managed services plan to grow like a pro! Call us now at (866) 386-4769.

Take a look at our Managed Services Plans below to find the service level that’s right for you!

Bank Product Offices

 

MSP Pricing (Annually After Tax Season)

Classic (Included with 25 BPs)
 Pro $999
 Pro Plus $3,499
 Platinum $4,999 
1 Computer
1-2 Computers
3-5 Computers
 6-10 Computers  

*Software license can be networked to multiple computers at the same office

E-File Offices

 

MSP Pricing (Monthly)

Classic $99 per month 
 Pro $199 per month
 Pro Plus $349 per month  
 Platinum $499 per month  
1 Computer
1-2 Computers
3-5 Computers
6-10 Computers

*Software license can be networked to multiple computers at the same office

Take a look at our Managed Services Plans below to find the service level that’s right for you!

Bank Product Offices

MSP Pricing (Annually After Tax Season)

Classic

(Included with 25 BPs)

1 Computer

+ Classic Service

Discount Software (Sigma 1040-SR, Sigma 1040-TW, Sigma 1040-DR), Bank Product Integration, Software Registration, Software Installation, Hardware Installation, Networking Support, Tech Support, EFIN/PTIN Support, and Software Conversions.

+ Software License*

Sigma Software License with Pro Service Package, Sigma 1040-SR, Sigma 1040-TW or 1040-DR with Pro Plus/Platinum Service Packages.

+ EAS (Equipment Advisory Service)

A critical step for any tax office prior to season beginning is to do a full review of their IT equipment & framework. Our IT managers will prepare you for your most successful season ever by advising on any potential IT shortcomings.

+ Email Setup w/ G Suite

It’s simple, any professional tax office should have its own email domain-extension. Keep your communications organized with Google’s user-friendly G-Suite platform. You also get 30 GBs of additional cloud storage!

+ Tax Prep School

Learn from the best at your own pace and convenience. Get a voucher for 40 hours applied to ANY CE course. Click here!

+ Anti-Virus

Why put your business and client information at risk? Prevent, detect and destroy computer viruses, worms, trojans, adware and more.

+ Microsoft Office

Get access to a suite of Microsoft products that are fundamental to any professional tax office, including Microsoft Word, Excel, Access, Publisher, PowerPoint, and Outlook.

+ Backup and Disaster Recovery (BDR)

Backup and Disaster Recovery is a vital part of any business IT strategy. As security breaches and network outages are a common threat, this is an insurance that tax offices should definitely consider.

+ Cloud Storage

With 30GBs of storage you can eliminate the need to buy and manage your own storage infrastructure and be able to access and deliver data anytime, anywhere.

+ Remote Monitoring and Mgmt (RMM)

Save money and take the headache out of managing your office’s technology. Sigma Tax Pro’s IT experts will remotely monitor and manage your network devices, desktops, servers and mobile devices.

+ Virtual Server

A Virtual Server will provide a simpler, faster, cost-effective solution to sharing hardware and software resources across multiple operating systems.

+ VPN

A VPN (Virtual Private Network) gives a large tax office significantly increased security no matter where its team is connecting from. Preparers can login to the network from home or on the road and enjoy the same security as if they were in the office.

+ Website Hosting

Have a website? We’ll take over the hosting costs for you. And if you don’t have one, we recommend you visit our Creative Services page to get ahead of the competition!

PRO

$999

1-2 Computers

+ Classic Service

Discount Software (Sigma 1040-SR, Sigma 1040-TW, Sigma 1040-DR), Bank Product Integration, Software Registration, Software Installation, Hardware Installation, Networking Support, Tech Support, EFIN/PTIN Support, and Software Conversions.

+ Software License*

Sigma Software License with Pro Service Package, Sigma 1040-SR, Sigma 1040-TW or 1040-DR with Pro Plus/Platinum Service Packages.

(SR Only)

+ EAS (Equipment Advisory Service)

A critical step for any tax office prior to season beginning is to do a full review of their IT equipment & framework. Our IT managers will prepare you for your most successful season ever by advising on any potential IT shortcomings.

+ Email Setup w/ G Suite

It’s simple, any professional tax office should have its own email domain-extension. Keep your communications organized with Google’s user-friendly G-Suite platform. You also get 30 GBs of additional cloud storage!

+ Tax Prep School

Learn from the best at your own pace and convenience. Get a voucher for 40 hours applied to ANY CE course. Click here!

+ Anti-Virus

Why put your business and client information at risk? Prevent, detect and destroy computer viruses, worms, trojans, adware and more.

+ Microsoft Office

Get access to a suite of Microsoft products that are fundamental to any professional tax office, including Microsoft Word, Excel, Access, Publisher, PowerPoint, and Outlook.

+ Backup and Disaster Recovery (BDR)

Backup and Disaster Recovery is a vital part of any business IT strategy. As security breaches and network outages are a common threat, this is an insurance that tax offices should definitely consider.

+ Cloud Storage

With 30GBs of storage you can eliminate the need to buy and manage your own storage infrastructure and be able to access and deliver data anytime, anywhere.

+ Remote Monitoring and Mgmt (RMM)

Save money and take the headache out of managing your office’s technology. Sigma Tax Pro’s IT experts will remotely monitor and manage your network devices, desktops, servers and mobile devices.

+ Virtual Server

A Virtual Server will provide a simpler, faster, cost-effective solution to sharing hardware and software resources across multiple operating systems.

+ VPN

A VPN (Virtual Private Network) gives a large tax office significantly increased security no matter where its team is connecting from. Preparers can login to the network from home or on the road and enjoy the same security as if they were in the office.

+ Website Hosting

Have a website? We’ll take over the hosting costs for you. And if you don’t have one, we recommend you visit our Creative Services page to get ahead of the competition!

PRO PLUS

$3,499

3-5 Computers

+ Classic Service

Discount Software (Sigma 1040-SR, Sigma 1040-TW, Sigma 1040-DR), Bank Product Integration, Software Registration, Software Installation, Hardware Installation, Networking Support, Tech Support, EFIN/PTIN Support, and Software Conversions.

+ Software License*

Sigma Software License with Pro Service Package, Sigma 1040-SR, Sigma 1040-TW or 1040-DR with Pro Plus/Platinum Service Packages.

(SR/DR/TW)

+ EAS (Equipment Advisory Service)

A critical step for any tax office prior to season beginning is to do a full review of their IT equipment & framework. Our IT managers will prepare you for your most successful season ever by advising on any potential IT shortcomings.

+ Email Setup w/ G Suite

It’s simple, any professional tax office should have its own email domain-extension. Keep your communications organized with Google’s user-friendly G-Suite platform. You also get 30 GBs of additional cloud storage!

+ Tax Prep School

Learn from the best at your own pace and convenience. Get a voucher for 40 hours applied to ANY CE course. Click here!

+ Anti-Virus

Why put your business and client information at risk? Prevent, detect and destroy computer viruses, worms, trojans, adware and more.

+ Microsoft Office

Get access to a suite of Microsoft products that are fundamental to any professional tax office, including Microsoft Word, Excel, Access, Publisher, PowerPoint, and Outlook.

+ Backup and Disaster Recovery (BDR)

Backup and Disaster Recovery is a vital part of any business IT strategy. As security breaches and network outages are a common threat, this is an insurance that tax offices should definitely consider.

+ Cloud Storage

With 30GBs of storage you can eliminate the need to buy and manage your own storage infrastructure and be able to access and deliver data anytime, anywhere.

+ Remote Monitoring and Mgmt (RMM)

Save money and take the headache out of managing your office’s technology. Sigma Tax Pro’s IT experts will remotely monitor and manage your network devices, desktops, servers and mobile devices.

+ Virtual Server

A Virtual Server will provide a simpler, faster, cost-effective solution to sharing hardware and software resources across multiple operating systems.

+ VPN

A VPN (Virtual Private Network) gives a large tax office significantly increased security no matter where its team is connecting from. Preparers can login to the network from home or on the road and enjoy the same security as if they were in the office.

+ Website Hosting

Have a website? We’ll take over the hosting costs for you. And if you don’t have one, we recommend you visit our Creative Services page to get ahead of the competition!

PLATINUM

$4,999

6-10 Computers

+ Classic Service

Discount Software (Sigma 1040-SR, Sigma 1040-TW, Sigma 1040-DR), Bank Product Integration, Software Registration, Software Installation, Hardware Installation, Networking Support, Tech Support, EFIN/PTIN Support, and Software Conversions.

+ Software License*

Sigma Software License with Pro Service Package, Sigma 1040-SR, Sigma 1040-TW or 1040-DR with Pro Plus/Platinum Service Packages.

(SR/DR/TW)

+ EAS (Equipment Advisory Service)

A critical step for any tax office prior to season beginning is to do a full review of their IT equipment & framework. Our IT managers will prepare you for your most successful season ever by advising on any potential IT shortcomings.

+ Email Setup w/ G Suite

It’s simple, any professional tax office should have its own email domain-extension. Keep your communications organized with Google’s user-friendly G-Suite platform. You also get 30 GBs of additional cloud storage!

+ Tax Prep School

Learn from the best at your own pace and convenience. Get a voucher for 40 hours applied to ANY CE course. Click here!

+ Anti-Virus

Why put your business and client information at risk? Prevent, detect and destroy computer viruses, worms, trojans, adware and more.

+ Microsoft Office

Get access to a suite of Microsoft products that are fundamental to any professional tax office, including Microsoft Word, Excel, Access, Publisher, PowerPoint, and Outlook.

+ Backup and Disaster Recovery (BDR)

Backup and Disaster Recovery is a vital part of any business IT strategy. As security breaches and network outages are a common threat, this is an insurance that tax offices should definitely consider.

+ Cloud Storage

With 30GBs of storage you can eliminate the need to buy and manage your own storage infrastructure and be able to access and deliver data anytime, anywhere.

+ Remote Monitoring and Mgmt (RMM)

Save money and take the headache out of managing your office’s technology. Sigma Tax Pro’s IT experts will remotely monitor and manage your network devices, desktops, servers and mobile devices.

+ Virtual Server

A Virtual Server will provide a simpler, faster, cost-effective solution to sharing hardware and software resources across multiple operating systems.

+ VPN

A VPN (Virtual Private Network) gives a large tax office significantly increased security no matter where its team is connecting from. Preparers can login to the network from home or on the road and enjoy the same security as if they were in the office.

+ Website Hosting

Have a website? We’ll take over the hosting costs for you. And if you don’t have one, we recommend you visit our Creative Services page to get ahead of the competition!

*Software license can be networked to multiple computers at the same office

E-File Offices

MSP Pricing (Monthly)

Classic

$99 per month

1 Computer

+ Classic Service

Discount Software (Sigma 1040-TW and Sigma 1040-DR), Bank Product Integration, Software Registration, Software Installation, Hardware Installation, Networking Support, Tech Support, EFIN/PTIN Support, and Software Conversions.

+ Software License (DR/TW)*

Your choice of Sigma 1040-TW or 1040-DR

+ EAS (Equipment Advisory Service)

A critical step for any tax office prior to season beginning is to do a full review of their IT equipment & framework. Our IT managers will prepare you for your most successful season ever by advising on any potential IT shortcomings.

+ Email Setup w/ G Suite

It’s simple, any professional tax office should have its own email domain-extension. Keep your communications organized with Google’s user-friendly G-Suite platform. You also get 30 GBs of additional cloud storage!

+ Tax Prep School

 Learn from the best at your own pace and convenience. Get a voucher for 40 hours applied to ANY CE course. Click here!

+ Anti-Virus

 Why put your business and client information at risk? Prevent, detect and destroy computer viruses, worms, trojans, adware and more.

+ Microsoft Office

 Get access to a suite of Microsoft products that are fundamental to any professional tax office, including Microsoft Word, Excel, Access, Publisher, PowerPoint, and Outlook.

+ Backup and Disaster Recovery (BDR)

 Backup and Disaster Recovery is a vital part of any business IT strategy. As security breaches and network outages are a common threat, this is an insurance that tax offices should definitely consider.

+ Cloud Storage

 With 30GBs of storage you can eliminate the need to buy and manage your own storage infrastructure and be able to access and deliver data anytime, anywhere.

+ RMM (Remote Monitoring and Mgmt)

 Save money and take the headache out of managing your office’s technology. Sigma Tax Pro’s IT experts will remotely monitor and manage your network devices, desktops, servers and mobile devices .

+ Virtual Server

 A Virtual Server will provide a simpler, faster, cost-effective solution to sharing hardware and software resources across multiple operating systems.

+ VPN

 A VPN (Virtual Private Network) gives a large tax office significantly increased security no matter where its team is connecting from. Preparers can login to the network from home or on the road and enjoy the same security as if they were in the office.

+ Website Hosting

 Have a website? We’ll take over the hosting costs for you. And if you don’t have one, we recommend you visit our Creative Services page to get ahead of the competition!

PRO

$199 per month

1-2 Computers

+ Classic Service

 Discount Software (Sigma 1040-TW and Sigma 1040-DR), Bank Product Integration, Software Registration, Software Installation, Hardware Installation, Networking Support, Tech Support, EFIN/PTIN Support, and Software Conversions.

+ Software License (DR/TW)*

 Your choice of Sigma 1040-TW or 1040-DR

+ EAS (Equipment Advisory Service)

 A critical step for any tax office prior to season beginning is to do a full review of their IT equipment & framework. Our IT managers will prepare you for your most successful season ever by advising on any potential IT shortcomings.

+ Email Setup w/ G Suite

 It’s simple, any professional tax office should have its own email domain-extension. Keep your communications organized with Google’s user-friendly G-Suite platform. You also get 30 GBs of additional cloud storage!

+ Tax Prep School

 Learn from the best at your own pace and convenience. Get a voucher for 40 hours applied to ANY CE course. Click here!

+ Anti-Virus

 Why put your business and client information at risk? Prevent, detect and destroy computer viruses, worms, trojans, adware and more.

+ Microsoft Office

 Get access to a suite of Microsoft products that are fundamental to any professional tax office, including Microsoft Word, Excel, Access, Publisher, PowerPoint, and Outlook.

+ Backup and Disaster Recovery (BDR)

 Backup and Disaster Recovery is a vital part of any business IT strategy. As security breaches and network outages are a common threat, this is an insurance that tax offices should definitely consider.

+ Cloud Storage

 With 30GBs of storage you can eliminate the need to buy and manage your own storage infrastructure and be able to access and deliver data anytime, anywhere.

+ RMM (Remote Monitoring and Mgmt)

 Save money and take the headache out of managing your office’s technology. Sigma Tax Pro’s IT experts will remotely monitor and manage your network devices, desktops, servers and mobile devices .

+ Virtual Server

 A Virtual Server will provide a simpler, faster, cost-effective solution to sharing hardware and software resources across multiple operating systems.

+ VPN

 A VPN (Virtual Private Network) gives a large tax office significantly increased security no matter where its team is connecting from. Preparers can login to the network from home or on the road and enjoy the same security as if they were in the office.

+ Website Hosting

 Have a website? We’ll take over the hosting costs for you. And if you don’t have one, we recommend you visit our Creative Services page to get ahead of the competition!

PRO PLUS

$349 per month

3-5 Computers

+ Classic Service

 Discount Software (Sigma 1040-TW and Sigma 1040-DR), Bank Product Integration, Software Registration, Software Installation, Hardware Installation, Networking Support, Tech Support, EFIN/PTIN Support, and Software Conversions.

+ Software License (DR/TW)*

 Your choice of Sigma 1040-TW or 1040-DR

+ EAS (Equipment Advisory Service)

 A critical step for any tax office prior to season beginning is to do a full review of their IT equipment & framework. Our IT managers will prepare you for your most successful season ever by advising on any potential IT shortcomings.

+ Email Setup w/ G Suite

 It’s simple, any professional tax office should have its own email domain-extension. Keep your communications organized with Google’s user-friendly G-Suite platform. You also get 30 GBs of additional cloud storage!

+ Tax Prep School

 Learn from the best at your own pace and convenience. Get a voucher for 40 hours applied to ANY CE course. Click here!

+ Anti-Virus

 Why put your business and client information at risk? Prevent, detect and destroy computer viruses, worms, trojans, adware and more.

+ Microsoft Office

 Get access to a suite of Microsoft products that are fundamental to any professional tax office, including Microsoft Word, Excel, Access, Publisher, PowerPoint, and Outlook.

+ Backup and Disaster Recovery (BDR)

 Backup and Disaster Recovery is a vital part of any business IT strategy. As security breaches and network outages are a common threat, this is an insurance that tax offices should definitely consider.

+ Cloud Storage

 With 30GBs of storage you can eliminate the need to buy and manage your own storage infrastructure and be able to access and deliver data anytime, anywhere.

+ RMM (Remote Monitoring and Mgmt)

 Save money and take the headache out of managing your office’s technology. Sigma Tax Pro’s IT experts will remotely monitor and manage your network devices, desktops, servers and mobile devices .

+ Virtual Server

 A Virtual Server will provide a simpler, faster, cost-effective solution to sharing hardware and software resources across multiple operating systems.

+ VPN

 A VPN (Virtual Private Network) gives a large tax office significantly increased security no matter where its team is connecting from. Preparers can login to the network from home or on the road and enjoy the same security as if they were in the office.

+ Website Hosting

 Have a website? We’ll take over the hosting costs for you. And if you don’t have one, we recommend you visit our Creative Services page to get ahead of the competition!

PLATINUM

$499 per month

6-10 Computers

+ Classic Service

 Discount Software (Sigma 1040-TW and Sigma 1040-DR), Bank Product Integration, Software Registration, Software Installation, Hardware Installation, Networking Support, Tech Support, EFIN/PTIN Support, and Software Conversions.

+ Software License (DR/TW)*

 Your choice of Sigma 1040-TW or 1040-DR

+ EAS (Equipment Advisory Service)

 A critical step for any tax office prior to season beginning is to do a full review of their IT equipment & framework. Our IT managers will prepare you for your most successful season ever by advising on any potential IT shortcomings.

+ Email Setup w/ G Suite

 It’s simple, any professional tax office should have its own email domain-extension. Keep your communications organized with Google’s user-friendly G-Suite platform. You also get 30 GBs of additional cloud storage!

+ Tax Prep School

 Learn from the best at your own pace and convenience. Get a voucher for 40 hours applied to ANY CE course. Click here!

+ Anti-Virus

 Why put your business and client information at risk? Prevent, detect and destroy computer viruses, worms, trojans, adware and more.

+ Microsoft Office

 Get access to a suite of Microsoft products that are fundamental to any professional tax office, including Microsoft Word, Excel, Access, Publisher, PowerPoint, and Outlook.

+ Backup and Disaster Recovery (BDR)

 Backup and Disaster Recovery is a vital part of any business IT strategy. As security breaches and network outages are a common threat, this is an insurance that tax offices should definitely consider.

+ Cloud Storage

 With 30GBs of storage you can eliminate the need to buy and manage your own storage infrastructure and be able to access and deliver data anytime, anywhere.

+ RMM (Remote Monitoring and Mgmt)

 Save money and take the headache out of managing your office’s technology. Sigma Tax Pro’s IT experts will remotely monitor and manage your network devices, desktops, servers and mobile devices .

+ Virtual Server

 A Virtual Server will provide a simpler, faster, cost-effective solution to sharing hardware and software resources across multiple operating systems.

+ VPN

 A VPN (Virtual Private Network) gives a large tax office significantly increased security no matter where its team is connecting from. Preparers can login to the network from home or on the road and enjoy the same security as if they were in the office.

+ Website Hosting

 Have a website? We’ll take over the hosting costs for you. And if you don’t have one, we recommend you visit our Creative Services page to get ahead of the competition!

*Software license can be networked to multiple computers at the same office

CONTACT

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About Us

  • Sigma Tax Pro is dedicated to providing professional tax preparers with high grade, comprehensive solutions at the lowest prices available. Our mission is to enable tax preparers to maximize their revenue and increase their client satisfaction. We have a deep understanding of our clients’ needs and aim to provide an unparalleled overall experience.
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Copyright 2025. Returns and Refunds Policy / Terms of Use / Privacy Policy / Accessibility Statement . All Rights Reserved by Sigma Tax Pro LLC.
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Copyright 2025. Returns and Refunds Policy

Terms of Use / Privacy Policy / Accessibility Statement .
Cookie Options
All Rights Reserved by Sigma Tax Pro LLC.