“Looking for Just the Software? You’re in the Right Place.”
“Looking for Just the Software? You’re in the Right Place.”
SOFTWARE PACKAGES
"Experienced Tax Pros — Get the reliable, professional-grade software you deserve. Trusted tools, real results."
Software Only Packages
What's Included:
For PTIN holders, no mentorship, just software access
✅Revenue Split: 70/30 (You keep 70%)
✅ Unlimited Returns Software Access
✅ Bank Product Enrollment
✅ Basic Tech Support (Email/Portal)
Optional Add-On: Software training video access for $197
What's Included:
For EROs with their own EFIN who need software only
✅ EFIN-Level Software Access (Admin Dashboard)
✅ Staff logins (multi-user)
✅ Bank Product Enrollment
✅ Priority Tech Support
What's Included:
For EROs who want software with white-label branding
✅ Everything in EFIN Basic✅ EFIN-Level Software Access (Admin Dashboard)
✅ Staff logins (multi-user)
✅ Bank Product Enrollment
✅ Priority Tech Support
✅ White-Labeled Software Login (your logo + subdomain)
✅ Branded Contracts & Intake Forms
✔ Full Service Tax Software
✔ Coaching & Mentorship
✔ Website, Flyer
& Branding Packages
✔ FB & Instagram Ads D.F.Y
These software-only packages are designed for experienced tax pros who just need reliable tools to run their business. No mentorship is included, but you’re welcome to add it on anytime if you decide you want extra support.
Add on a Mentorship Package or 1-On-1 Coaching Call to Scale!
Book a 1-On-1 Coaching Call!
