Your tax business deserves more than a login

Run your tax office with the systems and support behind you.

Professional software access pathways, an organized office workspace, practical training and a service bureau team you can turn to. Keep the focus on your clients and the business you're building.

Core CRM includedOptional AILive session plans

EFIN Office Package

$497

Regular enrollment price

$497

One-time enrollment pricing preview · Stripe activation pending

No revenue split on your EFIN base package. AI subscriptions are optional and billed separately.

Explore what you get

Special enrollment celebration

Black Friday $27 enrollment is coming!

$497$497 regular enrollmentLimited-time pricing

Both PTIN and EFIN enrollment paths. Optional AI is separate. The price shown is an advertised campaign offer; Stripe checkout is not yet enabled and no payment can be collected on this page.

Black Friday $27 enrollment is scheduled for November 20 – December 1, 2026.

Everything behind your package

The support, structure and tools your business needs.

There's much more to a great tax business than purchasing software. Your partnership is designed around setup, service, workflow and continued learning.

Office CRM and organized workflows

One workspace to keep contact details, client and office tasks, enrollment steps, and follow-up work organized instead of bouncing among separate tools.

Client intake and document coordination

Tools for managing required information and tracking document requests. Expanded secure taxpayer self-service uploads and review features are still undergoing rollout checks.

Your business identity

Branding settings for your office name, colors and logo, with client-facing branded invoice and email capabilities being integrated.

Real service bureau customer support

Help navigating setup, software questions, office workflows, bank enrollment requirements and troubleshooting issues that arise during tax season.

Training and live learning opportunities

Practical setup guidance and planned live demonstrations, Q&A, seasonal refreshers and industry conversations. Live dates are announced as scheduled.

Secure account and structured onboarding

A guided enrollment process with account access and office-specific permissions. Software privileges are issued only after applicable verification and approvals.

Specifically included in your EFIN path

A clearer way to know exactly what this package is designed to provide.

Office-owner enrollment pathway and software setup guidance
TaxSlayer Pro Web access pathway with applicable approval and configuration
Full office workspace, including client coordination, tasks and staff workflow options
Office team and permission-management foundations
Core CRM and standard automations included without an AI subscription
Bank product configuration guidance, support and training
No revenue split on the EFIN base package

People to help you grow.

Our bureau partnership includes customer service and planned live sessions to help you use the tools with confidence. Sessions can feature product walkthroughs, office processes and open Q&A. No fixed weekly schedule is promised.

Support response times and session dates will be provided through the program.

Optional AI add-on

Choose how much extra assistance your office needs.

AI assistance is optional. The core CRM and standard automations remain included even without a subscription. The AI products described below are planned and aren't available to activate until the integration is verified.

No subscription

Core suite only

Included

A solid foundation for your business with CRM, standard office tools, onboarding and bureau support.

No AI monthly charge
Standard workflows remain available

One user

AI Solo

$49/mo

Designed for the independent preparer who wants optional AI guidance with a standard usage allowance.

Planned access to all agent types
One user and standard allowance

Multiple users

AI Office

$99/mo

Designed for a growing team with shared AI access and a larger combined usage allowance.

Planned access to all agent types
Team capacity and shared allowance

AI subscriptions will have a seven-day grace period for failed renewals before AI-only access is suspended. The exact usage limits will be published before activation. Human review remains necessary for tax decisions.

Here's what happens after you enroll.

1Choose your base package and optional AI plan
2Provide your contact details and pay securely through Stripe when checkout launches
3Receive a secure account activation link after payment is verified
4Set a password, enter your portal and finish PTIN or EFIN onboarding
5Complete required approvals before using restricted software or AI functions