PTIN (Basic) Software Package
“Start & Launch your Tax Business Like a Pro with Our Full-Service Tax Software Package!”
PTIN (Basic) Software Package
This software-only package is designed for PTIN holders who are ready to hit the ground running—no mentorship, just the essential tools to operate efficiently and profitably.
WHAT'S INCLUDED:
✅70/30 Revenue Split– You keep 70% of your tax prep fees
✅Unlimited Returns– No cap on the number of returns you can file
✅Bank Product Enrollment– Offer refund transfers and additional bank options
✅Basic Tech Support– Get help via email or support portal
📌Optional Add-On: Access to step-by-step software training videos for just
$197 Perfect for independent preparers who already know the game and just need reliable, scalable software to serve their clients.
What Does The Onboarding Process Look Like?
OUR MENTORSHIP PACKAGES
