Intermediate Package (EFIN Required)

For Preparers Ready to Grow and Take Control

Best for: Independent tax professionals with an active EFIN, looking to scale their services and keep more of what they earn.

Tier 2 is built for tax preparers who are ready to operate independently under their own EFIN and business name. This package provides the tools, flexibility, and support to run your tax business your way—with full autonomy and no revenue split.

Whether you’re looking to build your client base, expand into business returns, or increase your income during tax season, Tier 2 gives you the foundation and freedom to succeed.

What’s Included:

• Professional Tax Software – Full Access To Tax intellect Pro
  Secure, cloud-based software with advanced functionality for federal and state returns, self-employment, business returns, and more.

• Operate Under Your Own Business Name
  Run your business as your own brand. Maintain full control over client interactions, pricing, and marketing.

• EFIN Setup Guidance (If Needed)
  Already have your EFIN? Perfect. If not, we’ll help guide you through the process to become your own Electronic Return Originator.

• Offer Tax Loans to Clients
  Boost your value to clients by offering tax refund advance loans—fully integrated into the software platform.

• Bank Product Integration
  Connect directly with major refund settlement banks to offer refund transfers, prepaid cards, and other financial tools.

• Software Training + Intermediate Mentorship
  Get training not just on how to use the software—but how to use it effectively to grow your business. Includes intermediate-level mentorship to help you improve client retention, upsell services, and streamline operations.

• Full Revenue Control
  You set your fees. You collect your payments. No revenue split.

• EFIN Required
  This package is for tax preparers with their own EFIN, giving you complete backend access and business independence.

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If you’re ready to run your tax business under your own name and on your own terms, Tier 2 gives you the tools, support, and freedom to do exactly that.