PTIN-to-EFIN support and partnerships
Professional tax software (TaxSlayer Pro & OLT Pro)
Weekly training, tax academy, and team onboarding
CRM systems to automate your client flow and tax office


Turn Your PTIN Into Profit—Whether You're Starting Fresh or Plugging Into a Team

Launch your own tax office with confidence. We’ll guide you through the entire EFIN application process no guesswork, no delays. Perfect for tax pros ready to build their own brand and maximize their earnings.
Step-by-step EFIN application support
IRS compliance checklist and EIN setup
Business structure guidance (LLC, sole prop, etc.)
Access to wholesale software and CRM tools
Bonus: Branded client intake forms and onboarding templates

Skip the paperwork. Start earning now. Join a vetted EFIN office and gain access to the tools, training, and support you need to succeed without the overhead.
Transparent partnership terms—no backend surprises
Access to tax software, CRM, and weekly training
Branded marketing materials and client support
Mentorship and team calls to help you grow
Bonus: Referral incentives and leadership opportunities
From a First-Time Tax Pro "I was nervous about launching my own office, but this software made it simple. The onboarding was fast, the support was real, and everything was laid out clearly. Highly recommend!"

From a Returning User "I used this software last season and came back without hesitation. The updates are solid, the interface is clean, and the setup process keeps getting better."

"We onboarded three locations with this software and the experience was seamless. No hidden fees, no gimmicks—just real support and real-time assistance all year round."

Normally, within 24 - 48 hours after submission of the bank application.
Santa Barbara TPG, Refund Advantage, and Republic Bank.
Yes, backend fees are available based on your package selection.
Your purchase includes unlimited technical support for all software-related issues — from installation and setup to troubleshooting and updates. Our team is here to ensure your system runs smoothly and efficiently throughout the season.
Note: Tax preparation guidance, compliance questions, and client-specific scenarios are not included in this support package.

Empowering businesses with innovative solutions, we are committed to providing seamless support and fostering growth. Connect with us for a brighter, smarter future!
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