EVERYTHING YOU NEED TO GET STARTED

YOUR OFFER INCLUDES:

Get access to the software, support, training, resources, and guidance designed to help you confidently operate and grow your tax business.

01
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PROFESSIONAL TAX SOFTWARE

02
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CO-BRANDED SOFTWARE

03
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THE BLUEPRINT TO BUILDING A TAX COMPANY

04
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SOFTWARE TRAINING

05
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CUSTOM BUSINESS NAME

06
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TECH SUPPORT

07
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TEAM BUILDING

08
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IRS REGISTRATION

09
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OFFER TAX LOANS

10
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FULL ERO SUPPORT TEAM

11
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CUSTOM MARKETING MATERIAL

12
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SUPPORT GROUP

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BANK REGISTRATION

14
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CLIENT FORMS

15
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TAX LAW UPDATES

16
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UNLIMITED PARTNERS

17
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EXPERIENCED BUSINESS COACH

18
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WEEKLY CHECK-INS

19
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BUSINESS PAYROLL SETUP

20
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CRM AUTOMATIONS AND WORKFLOW

21
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PTIN REGISTRATION ASSISTANCE

LET US TRANSFORM YOUR TAX BUSINESS FROM PREPARATION TO PROSPERITY.

5 STEPS TO GET STARTED!

Your path to getting connected, equipped, and ready to grow.

1

JOIN

Choose the Tax Pro Connect option that fits you.

2

CONNECT

Get connected with the right resources.

3

LEARN

Gain knowledge from industry professionals.

4

BUILD

Apply what you learn to build your business.

5

GROW

Move forward with clarity and confidence.

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