Start your tax business with the support of an experienced team behind you.
The Team Partner Package is perfect for aspiring and experienced tax professionals who want more than just software. You'll receive professional tax software, live mentorship, ongoing support, and access to proven systems that help you confidently prepare returns and grow your income throughout tax season. Whether you're looking to earn extra income or build a long-term business, you'll never have to figure it out alone.
Professional Tax Software
Live Training & Mentorship
Client Management System
Marketing Resources
Community Support
E-File & Bank Product Access
70/30 Split
Professional tax software for experienced preparers who are ready to work independently.
The Software Only Package is designed for tax professionals who don't need mentorship but want access to reliable, professional tax software. You'll receive everything you need to prepare and e-file tax returns, access bank products, and earn 100% of your back-end fees while managing your own clients with confidence.
Build your own tax business with the tools, branding, and mentorship to create a business that lasts.
The Accelerator Package is designed for entrepreneurs who are serious about building their own tax company. In addition to professional tax software and mentorship, we'll help you establish your brand, assist with obtaining your EFIN, customize your software with your business information, and provide the guidance and systems needed to confidently launch, grow, and scale your own tax business.
What's Included
Everything Included in the Team Partner Package
EFIN Application Assistance
Business Setup Guidance
Custom Branding Within Your Software
Company Logo & Business Profile Integration
Advanced Business Coaching
Team Building & Growth Strategies
