Here's what you get:
Ideal for experienced preparers ready to brand their own company and file independently.
Includes:
• Full training and mentorship to help you grow and stay compliant
• Branded tax software (your logo, name, and EFIN)
• Bank product setup (Refund Advantage, Republic, or EPS)
• Ability to hire PTIN holders under your EFIN
• Built-in CRM system to manage leads, clients, and marketing
• Ongoing mentorship & compliance support
Referral Bonus:
Earn direct commissions for every PTIN or ERO who signs up through your link — payouts are automatically deposited to your account.
Today Just $599