Partnership
Whether you are new to the tax industry or a preparer who is looking to branch off and start your own tax business.
Our transitional partnership package is our intermediate office setup experience. This is ideal for those who have already established their business entity/business formation and have obtained an efin, but who need to setup tax office functionality, automations, and establishing a digital footprint. Our award-winning cloud-based tax preparer software is easy to navigate and is great for the beginner tax professional as well as any veteran tax preparer.
Contact our office to get started today!
Set Up a Successful Tax Business
We offer every client a full range of start-up services and ongoing support. We can help you launch your business, market to new clients, and deal with other challenges as they arise.
Whether you are new to the industry or a seasoned tax professional. We are your one-stop-shop solution for all your tax preparation business needs.
Through us, you will be able to offer the same products and services as any major tax franchise.
Partnerhip Perks
We know that venturing into the Tax Industry can be difficult for entrepreneurs who are not thoroughly familiar with the industry. That’s why we provide all the essential assistance and tools you need to start your business successfully.
Help with obtaining your EFIN & PTIN (Electronic Filing Identification Number & Preparer Tax Identification Number)
Easy to use Web-based Software with Current + 6 Prior Years and All States included.
Year-round live, personal Phone Support. Extensive Video Library and invites to Webinars.
Collect your Fees from the Customers’ Refund and stay Competitive by offering Cash Advances.
Exclusive access to pre-made customizable Digital Marketing Materials.
Our Banking Partners Advantage SBTPG Refund Advantage Republic Bank
Integrated Bank Products
Choose from any of the industry's leading refund transfer banks and start collecting your fees from your customer's refund.
Offer Cash Advance
Attract more customers by offering cash advances as soon as January 2nd.
GIVE US A SHOUT!
Request a demo today. Use the form to drop us an email or give us a ring.