PRO PREPARER
SOFTWARE PACKAGE
60/40 Revenue Split | Intermediate Level | PTIN Required
This package is designed for tax professionals who have some experience and are ready to increase their earnings. With the (Pro Reseller) package, they’ll earn 60% of each return while gaining the tools and structure to grow their business and begin developing leadership skills. Ideal for those who are not beginners but aren’t ready to go fully independent just yet.
PACKAGE INCLUDES
The Blueprint to JTG
Professional Software
Software Training
Offer Tax Loans
Weekly Coaching
Branded T-Shirt
Frequently Asked Questions
Do I need tax experience to join this program?
No. We welcome both beginners and experienced tax professionals. Training is provided.
How soon can I start making money?
Some partners start earning within weeks depending on effort, marketing, and client outreach.
What’s the difference between the packages?
Each package is designed for different levels: Starter (newbies), ERO (independent filers), and Service Bureau (team builders).
Is the software cloud-based?
Yes, our software is web-based and accessible from any device with internet.
Do I need my own EFIN to get started?
Not for the Starter package. For ERO and Bureau packages, we assist with your EFIN registration.
What type of training is included?
Video modules, live Zoom training, software walk-throughs, tax law basics, and marketing strategy.
Do you offer tax bank products and advances?
Yes. Bank products and advances are included in ERO and Bureau-level packages.
Can I brand the software with my own business name?
Yes, our Service Bureau package includes white-label branding options.