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