EXPLORE OUR SOFTWARE PACKAGES

TIER 4: LEGACY TAX PACKAGE

ERO/Software Only – No Mentorship

Best for: Fully independent EROs with EFIN who need software access only.

This no-mentorship package gives you the freedom to operate independently with full ERO control.

• PROFESSIONAL CO-BRANDED TAX SOFTWARE

• CUSTOM BUSINESS NAME SETUP

• IRS REGISTRATION & BANK SETUP

• UNLIMITED RETURN FILING

• NO REVENUE SHARE

• EFIN REQUIRED

• NO COACHING OR MENTORSHIP

STEP 1

PURCHASE YOUR PREFERRED PACKAGE

STEP 2

REVIEW & SIGN YOUR AGREEMENT

STEP 3

SCHEDULE YOUR ONBOARDING CALL

STEP 4

OPEN YOUR TAX BUSINESS