PACKAGE C/ Experienced tax professionals
Pro Kit $1250
Revenue Share: NO SPLIT
EFIN Required: YES
Minimum Required Completed Returns: 50 Returns
The Pro kit is designed for someone that has experience in the tax industry. This kit is for a tax preparer that can complete a tax return in its entirety with little to no help at all. (We will review returns if requested)
An EFIN is required for this PACKAGE.
However, if you already have an EFIN, you will have 100% access to bank.
The Process (Send A Tax Return)
Complete your client's tax returns
Send return to our main office
The return is sent to the IRS
*Returns reviewed upon request
What’s Included?
Cloud based software
Tax Coach
Unlimited tax return prep
Facebook support group
Remote signature
Software Training
Custom Business Name
Client Intake Forms
Bank Registration
IRS registration
Offer Tax Loans to tax clients
Tax Law Updates
Tech Support
End of the season rebate
Mobile app
Professional Head Shot
FEATURES
Fully web-based
Access anywhere
Secure login
User-friendly interface
All state and federal forms supported
Cost-effective
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[ ] After payment, you will receive a 1 year contract with all details.- [ ] Once you sign, you will receive an email with next steps.- [ ] Once all documentation is sent in, your box will be mailed to you.
Once contract is sent to you, NO REFUNDS! Please do not buy this product if you are not fully aware of the product.
Tax boxes will be shipped out 7 to 14 business days after contract is signed
