Partnership Packages
Starter
This starter partnership package is perfect for PTIN users who are just being introduced to the industry.
What’s Include
- PTIN Application Assistance
- 2021 Tax Preparation e-Course
- Exclusive Preseason & In season Weekly Affiliate Trainings
- Customizable Affiliate Toolkit & Compliance Documents
- Mobile App
- Digital Document Storage & Encrypted Tax Document Delivery
- Return Review for Accuracy & IRS Compliance
- Ability to Use Bank Products
- Your tax prep fee deducted from taxpayer’s refund
- Offer advances up to $6,000
- Access to Instant Downloads
- 45 Day Marketing Plan
- How to Survive in the Tax Industry (after launch)
Once purchased, you will receive an email with the affiliate contract to sign. Please allow up to 48 hours for the delivery of this email.
Due to the nature of this type of product, all sales are final. No refunds will be given.
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Professional
This professional partnership package is perfect for PTIN users who have a prior year history, but clientele under 50. There is a flat rate per return as opposed to a split.
- PTIN Application Assistance
- Digital Document Storage & Encrypted Tax Document Delivery
- 2021 Tax Preparation e-Course
- Exclusive Affiliate Trainings
- Customizable Affiliate Toolkit & Compliance Documents
- Digital Document Storage & Encrypted Tax Document Delivery
- Return Review for Accuracy & IRS Compliance
- Access to Instant Downloads
- 45 Day Marketing Plan
- How to Survive in the Tax Industry (after launch)
Bank Product Partners & PERKS of this Package
- Offer $6,000 advances for your clients
- Instantly print checks in your office & issue debit cards
- Earn residual income referring other tax professionals
Once purchased, you will receive a DocuSign with the affiliate contract to sign and will be in the mail to you within 48 hours for the delivery of this email.
Due to the nature of this type of product, all sales are final. No refunds will be given.
$0.00Add to cart