
Pro Fianance Tier 3 Package is designed for tax professionals who want to launch and grow a profitable reseller business. You will learn how to resell software, set up your operation correctly, attract clients, and manage a successful and compliant office.
With this package, you can bring on unlimited PTIN & EROs tax preparers, and you keep 100% of your prep fees, doc prep fees, e-file fees, audit fees, and earn a percentage of the service bureau fee. You also gain access to our ERO Support Team Portal to help you and your preparers throughout the tax season with training. An EFIN and PTIN are required to operate under this package.
A valid PTIN (Preparer Tax Identification Number) and EFIN (Electronic Filing Identification Number) are required to operate as a tax professional with this package. Our dedicated ERO Support Team is available to assist you through the PTIN and EFIN application process, ensuring you’re set up for success quickly and efficiently.

Pro Fianance Tier 3 Package is designed for tax professionals who want to launch and grow a profitable reseller business. You will learn how to resell software, set up your operation correctly, attract clients, and manage a successful and compliant office.
With this package, you can bring on unlimited PTIN & EROs tax preparers, and you keep 100% of your prep fees, doc prep fees, e-file fees, audit fees, and earn a percentage of the service bureau fee. You also gain access to our ERO Support Team Portal to help you and your preparers throughout the tax season with training. An EFIN and PTIN are required to operate under this package.
A valid PTIN (Preparer Tax Identification Number) and EFIN (Electronic Filing Identification Number) are required to operate as a tax professional with this package. Our dedicated ERO Support Team is available to assist you through the PTIN and EFIN application process, ensuring you’re set up for success quickly and efficiently.
The Blueprint to Empowering Tax Pro
Professional Tax Software
Software Training
Custom Business Name
Tech Support
IRS Registration
Offer Tax Loans
Client Forms
Bank Registration
Tax Law Updates
Experienced Business Coach
Business Payroll Setup
Tax Returns Review Before IRS Submission
Marketing and Social Media Training
Tax Education Training
Business Training
Team Building Training
The Blueprint to Empowering Tax Pro
Professional Tax Software
Software Training
Custom Business Name
Tech Support
IRS Registration
Offer Tax Loans
Client Forms
Bank Registration
Tax Law Updates
Experienced Business Coach
Business Payroll Setup
Tax Returns Review Before IRS Submission
Marketing and Social Media Training
Tax Education Training
Business Training
Team Building Training
Step 1: Make your payment to secure your package.
Step 2: Sign your service agreement to activate your account.
Step 3: Complete the Account Setup Form and your software will be sent to you with login instructions.
Step 4: Get access to our training and community to start building your business.
Step 1: Make your payment to secure your package.
Step 2: Sign your service agreement to activate your account.
Step 3: Complete the Account Setup Form and your software will be sent to you with login instructions.
Step 4: Get access to our training and community to start building your business.