Created for tax professionals ready to launch a high-level service bureau, this package offers expert guidance on branding, team building, and powerful marketing and training strategies to grow a thriving enterprise of 2,000+ tax professionals.
 
You’ll gain step-by-step instruction on strengthening your brand, recruiting new tax pros and service bureaus, and maximizing team performance. To get started, you’ll need both a PTIN (Preparer Tax Identification Number) and an EFIN (Electronic Filing Identification Number).
 
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
√ Continued Mentorship