Expansion

Partner Package

(EFIN Required)

Build a Profitable Reseller Business. Expand Your Network. Create Real Leverage.

Best for:

Tax professionals ready to grow beyond their own production, build a network of preparers, and create multiple streams of income through software reselling

Expansion

Partner Package

(EFIN Required)

Build a Profitable Reseller Business. Expand Your Network. Create Real Leverage.

Best for:

Tax professionals ready to grow beyond their own production, build a network of preparers, and create multiple streams of income through software reselling

What's Included?

Includes all features from the Independent Partner Package, PLUS:

Software + Reseller Authority

  • Full Access to Professional Tax Software

  • Ability to resell tax software and build your own network

  • Bring on unlimited PTIN & ERO tax preparers

  • Co-brand the software with your own logo and business identity

  • Control over your pricing and business model

  • Build a scalable reseller operation under your brand

Requirements & Filing Structure

  • PTIN Required

  • EFIN Required

  • Must operate as a business owner

  • Ability to onboard and manage your own network of tax preparers

  • Earn 100% of Your Tax Preparation Fees (No Revenue Split)

  • Earn 100% of Doc Prep Fees, E-File Fees, and Audit Protection Fees

  • Earn a percentage of the Service Bureau Fees

Training + Education

  • Advanced Software Training

  • Training on how to resell and position tax software

  • Ongoing Tax Law Updates

  • Training for onboarding and supporting your preparers

  • Access to ERO Support Team Portal for you and your team

Business Setup & Infrastructure

  • EFIN IRS Registration Assistance

  • Proper Business Structure Guidance to set your business up the right way

  • Bank Registration Setup for your tax business operations

  • Payroll Setup for building and managing your team

  • CRM Setup & Implementation to manage your business

  • Systems to nurture new and existing clients and increase retention

Coaching & Support

  • Weekly Business Training & Coaching Calls

  • Ongoing mentorship as you grow your reseller business

  • Continued access to Maximum Refund & Accuracy Review™ (as needed)

  • Support for you and your preparers during tax season

Business Growth + Expansion

  • Strategies to attract and recruit tax preparers

  • Systems to grow and scale your reseller network

  • Multiple income stream development beyond tax prep

  • Guidance on building a profitable and sustainable operation

Systems + Operations

  • Workflow systems for managing preparers and clients

  • Onboarding systems for your network

  • File organization and documentation best practices

  • Operational systems for scaling efficiently

What's Included?

Includes all features from the Independent Partner Package, PLUS:

Software + Reseller Authority

  • Full Access to Professional Tax Software

  • Ability to resell tax software and build your own network

  • Bring on unlimited PTIN & ERO tax preparers

  • Co-brand the software with your own logo and business identity

  • Control over your pricing and business model

  • Build a scalable reseller operation under your brand

Requirements & Filing Structure

  • PTIN Required

  • EFIN Required

  • Must operate as a business owner

  • Ability to onboard and manage your own network of tax preparers

  • Earn 100% of Your Tax Preparation Fees (No Revenue Split)

  • Earn 100% of Doc Prep Fees, E-File Fees, and Audit Protection Fees

  • Earn a percentage of the Service Bureau Fees

Training + Education

  • Advanced Software Training

  • Training on how to resell and position tax software

  • Ongoing Tax Law Updates

  • Training for onboarding and supporting your preparers

  • Access to ERO Support Team Portal for you and your team

Business Setup & Infrastructure

  • EFIN IRS Registration Assistance

  • Proper Business Structure Guidance to set your business up the right way

  • Bank Registration Setup for your tax business operations

  • Payroll Setup for building and managing your team

  • CRM Setup & Implementation to manage your business

  • Systems to nurture new and existing clients and increase retention

Coaching & Support

  • Weekly Business Training & Coaching Calls

  • Ongoing mentorship as you grow your reseller business

  • Continued access to Maximum Refund & Accuracy Review™ (as needed)

  • Support for you and your preparers during tax season

Business Growth + Expansion

  • Strategies to attract and recruit tax preparers

  • Systems to grow and scale your reseller network

  • Multiple income stream development beyond tax prep

  • Guidance on building a profitable and sustainable operation

Systems + Operations

  • Workflow systems for managing preparers and clients

  • Onboarding systems for your network

  • File organization and documentation best practices

  • Operational systems for scaling efficiently

How This Package Positions You

This is where you transition from tax professional to business owner with leverage.

You are no longer limited to the returns you prepare yourself.

You now have the ability to build a network, create multiple streams of income, and scale your business beyond your time.

You now have the ability to:

  • Resell tax software and build your own network

  • Co-brand and position the software under your own brand

  • Bring on unlimited preparers under your structure

  • Earn from your own production and your team

  • Generate multiple streams of income

  • Build a scalable, long-term business

What You Walk Away With

  • A fully structured software reseller business

  • The ability to onboard unlimited tax preparers

  • A co-branded software platform under your business

  • Multiple streams of income (prep, fees, and overrides)

  • Contracts and systems to manage your network

  • A CRM system to track and grow your business

  • A scalable operation built for long-term income

How This Package Positions You

This is where you transition from tax professional to business owner with leverage.

You are no longer limited to the returns you prepare yourself.

You now have the ability to build a network, create multiple streams of income, and scale your business beyond your time.

You now have the ability to:

  • Resell tax software and build your own network

  • Co-brand and position the software under your own brand

  • Bring on unlimited preparers under your structure

  • Earn from your own production and your team

  • Generate multiple streams of income

  • Build a scalable, long-term business

What You Walk Away With

  • A fully structured software reseller business

  • The ability to onboard unlimited tax preparers

  • A co-branded software platform under your business

  • Multiple streams of income (prep, fees, and overrides)

  • Contracts and systems to manage your network

  • A CRM system to track and grow your business

  • A scalable operation built for long-term income

CLEAR Compliance Focus™ (Expansion Level)

At this level, compliance becomes a system within your business, not just a task.

You’ll learn how to:

  • Conduct group training for preparers and EROs

  • Build and implement an internal compliance department

  • Educate your team on IRS due diligence requirements

  • Ensure proper completion of Form 8867 across your network

  • Monitor and review returns to reduce audit risk

  • Create systems that protect your business at scale

This is where you lead compliance across your entire organization.

CLEAR Compliance Focus™

(Expansion Level)

At this level, compliance becomes a system within your business, not just a task.

You’ll learn how to:

  • Conduct group training for preparers and EROs

  • Build and implement an internal compliance department

  • Educate your team on IRS due diligence requirements

  • Ensure proper completion of Form 8867 across your network

  • Monitor and review returns to reduce audit risk

  • Create systems that protect your business at scale

This is where you lead compliance across your entire organization.

Ready to Expand Your Income

and Build a Scalable Tax Business?

Sell the software, grow your network, and create multiple streams

of income beyond your own production.

Secure your spot as an Expansion Partner today.

Ready to Expand Your Income and Build a Scalable Tax Business?

Sell the software, grow your network, and create multiple streams of income beyond your own production.

Secure your spot as an Expansion Partner today.