π Choose the path that fits your business goals!π’ Build your own tax office π Grow your own Service Bureau π Become The Software Plug and resell professional tax software Get the training, systems, mentorship, CRM, business tools, and support you need to build, grow, and scale with Exchangers Tax Network. π»β¨
β¨ LETβS GET STARTED! π
β¨Welcome to the Teamβ¨
Welcome to Exchangers Tax NetworkChoose how you want to enter the tax industry.Whether you want to build your own tax office or become The Software Plug and resell professional tax software, weβll help you get set up with the systems, training, mentorship, and support you need to build correctly.
β¨How would you like to get started with Exchangers Tax Network?
π Become The Software Plug β Tax Software Reseller
π’ Start or Grow My Tax Office β ERO
π Build My Own Network β Service Bureau
πEFIN #
π PTIN #
π€Name
First Name
Last Name
π§Email
example@example.com
π Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
π±Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
π’ Business / Company Name
π Which best describes you right now?
π± Iβm brand new to the tax industry
π€ I have a PTIN only
π’ I have an EFIN
πΌ I already own a tax business
π I only want to resell software β I do not prepare taxes
π§Ύ How much experience do you have in the tax industry?
π± No experience β Iβm brand new
π Less than 1 year
πΌ 1β3 years
π’ 4β10 years
β 10+ years
π’ What is your current EFIN status?
β I already have an active EFIN
β³ I applied and Iβm waiting for approval
π I need help applying for an EFIN
β I do not have an EFIN yet
π» Which tax software are you most interested in?
TaxSlayer Pro
TaxWise
Crosslink
MyTaxPrepOffice
Drake
OLT
Not sure -I need guidance
π¨ Would you like your tax software branded to your business?
β¨ Yes β Custom branding includes your business name, logo, and brand colors. Branding fee: $299.99. (OnlyΒ ForΒ ERO) Branding is included in the Software ResellerΒ and Build my own Network package .
π€ Maybe β I want more information
β No β Standard software is fine ( This will be EXTN Software)
β¨ No I want to keep, Exchangers Tax Network Branding
π When are you ready to get started?
π₯ Immediately β Iβm ready now
π Within the next 7 days
ποΈ Within the next 30 days
π Iβm just exploring my options β I understand promotional pricing and software availability may change.
π What Happens After You Apply?
Hereβs what happens next: 1. APPLY β Submit your application and choose your path. 2. CONSULT β We review your business and software needs. 3. GET APPROVED β Receive your agreement, payment, and onboarding steps. 4. GET SET UP β We configure your EXTN software, access, CRM, and branding. 5. COMPLETE TRAINING β Finish required training in the EXTN Training Center. 6. LAUNCH β Receive final access and begin operating with EXTN support.
π’ Start or Grow My Tax Office β ERO MUST HAVE PTIN& EFIN
π Build My Own Network β Service Bureau MUST HAVE PTIN &EFIN
π Become The Software Plug β Tax Software Reseller
β Application Certification
*
I certify that the information in this application is true and complete. I understand that submitting this application does not guarantee approval. If approved, I will receive a separate program agreement for review and signature.
Please verify that you are human
*
βοΈ Applicant Signature: By signing below, I certify that the information provided in this application is accurate and complete. I understand that this signature applies to this application only and is not acceptance of a program agreement.
π Date Signed
*
Β -
Month
Β -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
π» Exchangers Tax Network Professional Cloud-Based & Desktop Tax Software
Your software configuration and vendor assignment are handled internally after consultation.
π Book Your 20-Minute Consultation
*
π SUBMIT MY APPLICATION
π SUBMIT MY APPLICATION
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