Choose a Plan That Suits Your
Needs
Basic Plan / Was $799
NOW - $499
PTIN to EFIN
IRS REGISTRATION
EFIN APPLICATION PROCESS BUSINESS STRUCTURE
CUSTOM BUSINESS NAME
PROFESSIONAL CLOUD BASED TAX SOFTWARE
BANK REGISTRATION
BANK PRODUCTS INTEGRATION
OFFER TAX LOANS
SOFTWARE TRAINING
BANK PRODUCT TRAINING
DUE DILIGENCE TRAINING
MARKETING TRAINING
TAX LAW UPDATES
CLIENT FORMS
10X REFERRAL STRATEGY
STARTER DFY FLYERS (Canva required)
MOBILE APP
COMMUNICATION TOOLS (Email, Appointment Setter)
TAX COMMUNITY ACCESS
TECH SUPPORT
REVENUE SHARE: NONE
EFIN & PTIN REQUIRED
Growth Plan / Was $499
NOW - $97
PROFESSIONAL CLOUD BASED TAX SOFTWARE
CUSTOM BUSINESS NAME- EFIN
BANK REGISTRATION
BANK PRODUCTS INTEGRATION
OFFER TAX LOANS & ADVANCES TO CLIENTS
SOFTWARE TRAINING
BANK PRODUCT TRAINING
DUE DILIGENCE TRAINING
MARKETING TRAINING
TAX LAW UPDATES
CLIENT FORMS
10X REFERRAL STRATEGY
STARTER DFY FLYERS (Canva required)
MOBILE APP
COMMUNICATION TOOLS (Email, Appointment Setter)
TAX COMMUNITY ACCESS
TECH SUPPORT
REVENUE SHARE: NONE
EFIN & PTIN REQUIRED
REVENUE SHARE: NONE
EFIN & PTIN REQUIRED
Pro Plan / Was $1099
NOW - $699
PROFESSIONAL CLOUD BASED TAX SOFTWARE
CUSTOM BUSINESS NAME- EFIN
BANK REGISTRATION
BANK PRODUCTS INTEGRATION
OFFER TAX LOANS & ADVANCES TO CLIENTS
SOFTWARE TRAINING
BANK PRODUCT TRAINING
DUE DILIGENCE TRAINING
MARKETING TRAINING
BACKEND INCENTIVE
BANK PRODUCT VOLUME INCENTIVE
TAX LAW UPDATES
TEAM BUILDING
RECURITING A TEAM OF PREPARERS
PAYROLL
MOBILE APP
MENTORSHIP - 1 HOUR MONTHLY
10X REFERRAL STRATEGY
TAX COMMUNITY ACCESS
CRM BASIC (Automations, SOP,Intake Onboarding, Pipeline)
SMART INTAKE & ONBOARDING
TECH SUPPORT
REVENUE SHARE: NONE
EFIN & PTIN REQUIRED
Premium Plan / Was $2499
NOW - $1899
PROFESSIONAL CLOUD BASED TAX SOFTWARE
CUSTOM BUSINESS NAME- EFIN
BANK REGISTRATION
BANK PRODUCTS INTEGRATION
OFFER TAX LOANS & ADVANCES TO CLIENTS
SOFTWARE TRAINING
BANK PRODUCT TRAINING
DUE DILIGENCE TRAINING
MARKETING TRAINING
TAX LAW UPDATES
TEAM BUILDING
UNLIMITED TEAM OF PREPARERS
PAYROLL
MOBILE APP
MENTORSHIP - 1 HOUR MONTHLY
TAX COMMUNITY ACCESS
10X REFERRAL STRATEGY
CRM BASIC * FIRST MONTH SUBSCRIPTION ADDITIONAL MONTHS COVERED BY ERO (Automations, SOP,Intake Onboarding, Pipeline)
TECH SUPPORT
CRM +BASIC THEMED BUILDOUT (Automations, SOP,Intake Onboarding, Pipeline)
MENTORSHIP-2 HRS MONTH
REVENUE SHARE: NONE
EFIN & PTIN REQUIRED
Platinum Plan / Was $3999
NOW - $3499
PROFESSIONAL CLOUD BASED TAX SOFTWARE
BRANDED SOFTWARE WITH COMPANY LOGO
CUSTOM BUSINESS NAME- EFIN
BANK REGISTRATION
BANK PRODUCTS INTEGRATION
OFFER TAX LOANS & ADVANCES TO CLIENTS
SOFTWARE TRAINING
BANK PRODUCT TRAINING
DUE DILIGENCE TRAINING
MARKETING TRAINING
TAX LAW UPDATES
TEAM BUILDING
UNLIMITED TEAM OF PREPARERS
PAYROLL
MOBILE APP
MENTORSHIP - 1 HOUR MONTHLY
TAX COMMUNITY ACCESS
CRM BASIC * FIRST MONTH SUBSCRIPTION ADDITIONAL MONTHS COVERED BY ERO (Automations, SOP,Intake Onboarding, Pipeline)
TECH SUPPORT
CRM FULL BUILDOUT
MENTORSHIP-1 HR WEEK/ 4 HRS MONTHLY
AI INTEGRATION (OPTIONAL) ADDITIONAL $147.00 MONTHLY
>CREATE FUNNELS, IMAGES, CONTENT, CHATBOT, AI AGENTS, ACCEPT INCOMING CALLS, WORKFLOW CREATIONS AND AUTOMATION PLUS MUCH MORE….SCHEDULE A DEMO
SOFTWARE RESELLER
REVENUE SHARE: NONE
EFIN & PTIN REQUIRED
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