Designed for seasoned tax professionals ready to launch their own firm and build a powerhouse team of 300+ preparers, the Big Boss Up Package delivers expert guidance on branding, team-building, and scaling a thriving tax service.
 
This program includes in-depth training on business growth, team development, and effective staff training, plus robust marketing support and educational resources to accelerate your expansion.
To operate your tax business, an active EFIN (Electronic Filing Identification Number) and PTIN (Preparer Tax Identification Number) are required.
 
OFFER INCLUDES
√ Unlimited E-Filing
√ Unlimited additional preparers
√ banking products, which include pre-ACK's as well as in season advances for new and seasoned EFIN holders
√ Customer portals, and mobile apps
√ All 1040 forms, as well as corporate and nonprofit
√ You pick your fees
√ 100% tax preparation, fees. There are no splits.
√ Free software training classes for yourself as well as your preparers
√ Software Branding Logos add on is available
 
ALL SALES FINAL
NO RENEWAL FEES