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.
Your tax business deserves more than a login
Build your reputation as an independent tax preparer.
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
PTIN Preparer Package
$497
Regular enrollment price
$497
One-time enrollment pricing preview · Stripe activation pending
80/20 revenue split applies. AI subscriptions are optional and billed separately.
Explore what you getSpecial 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.
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 PTIN path
A clearer way to know exactly what this package is designed to provide.
- Preparer-focused onboarding and step-by-step setup guidance
- Access pathway for TaxSlayer Pro Web, subject to software and enrollment approval
- The core CRM and standard office automations, without an AI subscription requirement
- Help navigating tax return workflow questions, errors and rejects
- Bank product enrollment guidance when eligible and approved
- 80/20 revenue split applies to the PTIN partnership
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.
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