Who Qualifies:

• 20 Funded Bank Product Minimum (Prior SeaTason)

• Must have a valid EFIN and PTIN

• EROs that rely on Bank Products as their method of payment from tax clients

What’s Included

Software Features:

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

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

• Cloud-based Tax Software

• Unlimited Returns

• Unlimited PTIN Partners

• 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

• Tax Bank Partners (Refund Advantage, TPG, Republic Bank)

• Offer Tax Loans or Advance Loans up to $7000

• Flat rate Backend Fee of $88.00

• Backend Fee Incentives (Audit, Defend ID)

• Optional Backend Summer Check

CRM- Customer Relationship Management 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

$37/Month — First Month Paid for You!

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:

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

Quick Links

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