Who Qualifies:

• 20 Funded Bank Product Minimum (Prior Season)

• Must have a valid EFIN and PTIN

• Only 60 EROs will receive this offer

This offer is valid until all SLOTS are filled—don’t let this opportunity slip away!

What’s Included:

Software Features:

• Branded Pro-Level Tax Software, Powered by CC Tax Pro

• All Federal 1040, Schedules (A–H), and All States

• Refund Calculator

• Unlimited Returns

• Unlimited PTIN Partners

• Taxes To Go Mobile App

• Compatible with Laptop, Desktop, Tablet

• Keep 100% of Tax Prep Fees — No Splits

Training & Support:

• FREE TSP Software Demo

• Comprehensive Software Training

• Exclusive Weekly Software Group Training (Nov 5 – Jan 7)

• Unlimited Practice Returns for Training

• Dedicated Software Support Team

• Work From Anywhere

Financial Tools & Perks:

• Access to Banking Products

• Affordable Pricing with Pay-Later Contract

• Offer Advance Loans

• Backend Fees Based on Prior Year Volume

• Backend Fee Incentives (Audit, Defend ID, E-file, Doc Prep, Transmitter)

• Optional Backend Summer Check

Community Access:

• Exclusive Access to The Tax Tribe — Where Tax Pros Grow, Connect, and Win

Just for My Tribe: Unlock Exclusive Bonuses #1 & #2 When You Partner!

Bonus #1: DFY Social Media Engagement Content

• 8 Weeks (60 Days) of Tax Topics: – Tax Basics, Credits & Deductions, Self-Employed & Side Hustles – IRS & Compliance, Refunds & Withholding, Life Events & Taxes – Business Owners, Engagement & Education

• 90-Day Tax Tips Planner for Social Media

Bonus #2: CRM Financing with This Deal

• CRM Basic + Support

• Tech Support to Help Set Up Your System

• Includes: Automations, Workflows, Intake, Email, Texting – SOPs, Phone App, 800# or Local Number – Website, Funnels, AI Integration (add-on), and More

• Option 1: Full Year at Discounted Rate ($407/year)

• Option 2: $37/Month — First Month Paid for You! (Note: Monthly payment is not deferred).

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