Agent's Name
Partner Program
Lisence tax software
Earn with
Join our team of Tax Professionals. With nearly two decades in the industry,
we are continuously expanding and looking for individuals that are motivated and driven to assist in preparing simple to complex tax returns.
As tax professionals, our primary objective is to gather as much information from our clients to ensure that we are maximizing their returns, obtain additional information on taxable income and deductible expenses and allowances, use all appropriate adjustments, deductions, and credits to keep clients' tax debt to a minimum.
White Label
Solution
High Demand
Industry
Training &
Support
Low Start-Up
Investment
PARTNER PACKAGES
Bronze Partnership
$499
($199 registration fee)
This package is great for preparers wanting to transition into a more professional platform. Allowing you to have more control over your clients. As well as promote your services on a border spectrum because you will be just as equipped as the major tax companies.
Cloud-Based Software
-
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
-
Free 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 advice
-
Marketing strategy consultation
-
Guidance with your first 5 returns
Financial Freedom
-
65/35 revenue split
Gold Partnership
$599
($199 registration fee)
This package is great for tax professionals/offices with up to 50 tax clients, Advertise and promote your Business on a broader septum, as you will be just as equipped as the major tax companies.
Cloud-Based Software
-
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
-
Free 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 advice
-
Marketing strategy consultation
-
Guidance with your first 3 returns
Financial Freedom
-
75/25 revenue split
-
Commission Directly into your acct.
Platinum Partnership
$699
($199 registration fee)
This package is great for tax professionals/offices with more than 50 clients, Advertise and promote your Business on a broader septum, as you will be just as equipped as the major tax companies.
Cloud-Based Software
-
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
-
Free 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 advice
-
Marketing strategy consultation
-
Guidance with your first 3 returns
Financial Freedom
-
85/15 revenue split
-
Commission Directly into your acct.