Foundation

Partner Package

Best for:

New tax professionals ready to start preparing returns with guidance, structure, and support

Foundation

Partner Package

Best for:

New tax professionals ready to start preparing returns with guidance, structure, and support

What's Included?

Software + Setup

  • Professional Tax Software Access

  • Preparer Assessment & Guided Onboarding

Requirements & Filing Structure

  • PTIN Required to prepare tax returns

  • No EFIN Required to get started

  • Prepare returns under the iTax Pro Systems platform

  • 80/20 Revenue Split (You keep 80%, 20% platform fee)

Training + Education

  • Software Training (Step-by-Step Walkthroughs)

  • Tax Law Education & Ongoing Updates

Business Foundation

  • PTIN Registration Assistance

  • Integrated Bank Product Setup (Refund Transfers and Advances)

Preparation Support

  • Client Intake Form Templates

  • Maximum Refund & Accuracy Review™

Get your tax returns reviewed before submission to ensure accuracy, proper credit claims, and no missed deductions

Growth + Visibility

  • Marketing Training

  • Branding Training

  • Social Media Training to help you attract and convert clients

What's Included?

Software + Setup

  • Professional Tax Software Access

  • Preparer Assessment & Guided Onboarding

Requirements & Filing Structure

  • PTIN Required to prepare tax returns

  • No EFIN Required to get started

  • Prepare returns under the iTax Pro Systems platform

  • 80/20 Revenue Split (You keep 80%, 20% platform fee)

Training + Education

  • Software Training (Step-by-Step Walkthroughs)

  • Tax Law Education & Ongoing Updates

Business Foundation

  • PTIN Registration Assistance

  • Integrated Bank Product Setup (Refund Transfers and Advances)

Preparation Support

  • Client Intake Form Templates

  • Maximum Refund & Accuracy Review™

Get your tax returns reviewed before submission to ensure accuracy, proper credit claims, and no missed deductions

Growth + Visibility

  • Marketing Training

  • Branding Training

  • Social Media Training to help you attract and convert clients

How This Package Positions You

This is not just software.

This is your step-by-step entry into the tax industry with structure, guidance, and support built in.

Instead of guessing or risking costly mistakes, you’ll have a clear system to follow and real review before you submit returns.

What You Walk Away With:

  • The ability to confidently prepare tax returns

  • A structured process to follow with every client

  • Support before submitting returns

  • The foundation to start earning income in the tax industry

Whether you’re just getting started or ready to scale, you don’t have to figure it out on your own.

How This Package Positions You

This is not just software.

This is your step-by-step entry into the tax industry with structure, guidance, and support built in.

Instead of guessing or risking costly mistakes, you’ll have a clear system to follow and real review before you submit returns.

What You Walk Away With:

  • The ability to confidently prepare tax returns

  • A structured process to follow with every client

  • Support before submitting returns

  • The foundation to start earning income in the tax industry

Whether you’re just getting started or ready to scale, you don’t have to figure it out on your own.

CLEAR Compliance Focus™

This package includes a foundational introduction to compliance built on our CLEAR Compliance Focus™ approach.

You’ll learn how to:

  • Ask the right questions during client intake

  • Understand basic due diligence expectations

  • Know what documents and forms to collect from every client

  • Build compliant habits from day one

  • Prepare returns with confidence while staying audit-ready

So you’re not just preparing returns, you’re preparing them the right way.

As you grow, you’ll unlock access to EFIN filing, advanced compliance systems,

and higher income opportunities in the next tier.

CLEAR Compliance Focus™

This package includes a foundational introduction to compliance built on our CLEAR Compliance Focus™ approach.

You’ll learn how to:

  • Ask the right questions during client intake

  • Understand basic due diligence expectations

  • Know what documents and forms to collect from every client

  • Build compliant habits from day one

  • Prepare returns with confidence while staying audit-ready

So you’re not just preparing returns, you’re preparing them the right way.

As you grow, you’ll unlock access to EFIN filing, advanced compliance systems, and higher income opportunities in the next tier.

Ready to Start Your Tax Business?

Get the software, training, structure, and support you need to confidently prepare

returns under the Service Bureau Direct platform while learning how to do it the right way.

Secure your spot as a Foundation Partner today.

Start Preparing Returns TODAY

Ready to Start Your Tax Business?

Get the software, training, structure, and support you need to confidently prepare

returns under the Service Bureau Direct platform while learning how to do it the right way.

Secure your spot as a Foundation Partner today.

Start Preparing Returns TODAY