Bronze Partnership Package - $199 ($99 registration fee)
This package is great for tax preparers that have a client base of up to 20 tax clients. Transitioning into a more
professional tax platform allows you to have more control over your clients.
This Cloud Based Software provides for the following:
• All Federal & States Forms
• Interview, direct, or form mode
• English or Spanish switch capability
• Integrated paperless office solution
• Brand-able Mobile App
• Unlimited Preparers
• Unlimited E-files
• Back year filing capability
• Reporting module
• On demand software training
• Tech support
• Client forms
Bank Registration Options
• Choose what bank products you offer
• Offer Advances up to $6500
• Fee Marketing materials
• Check Printing/Debit Cards
IRS Regulations
• EFIN provided
• PTIN required (assistance available)
Tax Training
• Tax law updates and changes
Ongoing mentorship and guidance
• Use your own business name
• Business structure advise
• Marketing strategy consultation
• Guidance through your first 5 returns
Financial Freedom
• 65/35 revenue split
• Commission Directly into your acct
Gold Partnership Package - $299 ($99 registration fee)
This package is great for tax professionals/offices with up to 50 tax clients, Advertise and promote your business on a broader scale, as you will be just as equipped as the Major TAX Companies.
This Cloud Based Software provides for the following:
• All Federal & States Forms
• Interview, direct, or form mode
• English or Spanish switch capability
• Integrated paperless office solution
• Brand-able Mobile App
• Unlimited Preparers
• Unlimited E-files
• Back year filing capability
• Reporting module
• On demand software training
• Tech support
• Client forms
Bank Registration Options
• Choose what bank products you offer
• Offer Advances up to $6500
• Fee Marketing materials
• Check Printing/Debit Cards
IRS Regulations
• EFIN provided
• PTIN required (assistance available)
Tax Training
• Tax law updates and changes
Ongoing mentorship and guidance
• Use your own business name
• Business structure advise
• Marketing strategy consultation
• Guidance with up to 3 tax returns
Financial Freedom
• 75/25 revenue split
• Commission Directly into your acct.
Platinum Partnership Package - $399 ($99 registration fee)
This package is great for tax professionals/offices with more than 50 clients or multiple offices. Keep most of your preparation fees without the initial investment of purchasing software.
This Cloud Based Software provides for the following:
• All Federal & States Forms
• Interview, direct, or form mode
• English or Spanish switch capability
• Integrated paperless office solution
• Brand-able Mobile App
• Unlimited Preparers
• Unlimited E-files
• Back year filing capability
• Reporting module
• On demand software training
• Tech support
• Client forms
Bank Registration Options
• Choose what bank products you offer
• Offer Advances up to $6500
• Fee Marketing materials
• Check Printing/Debit Cards
IRS Regulations
• Dedicated EFIN provided
• PTIN required (assistance available)
Tax Training
• Tax law updates and changes
Ongoing mentorship and guidance
• Use your own business name
• Business structure advise
• Marketing strategy consultation
• Guidance with up to 3 tax returns
Financial Freedom
• 85/15 revenue split
• Commission Directly into your acct.