Pro Package (EFIN Required)

For EROs Ready to Scale and Lead a Team

Best for: Experienced tax professionals and EROs who are prepared to expand their business, manage a team, and increase profits through leadership and strategic growth.

The Pro Package is built for tax experts who are ready to grow beyond solo operations. This tier is ideal for Electronic Return Originators (EROs) looking to hire and manage a team of tax preparers, build internal systems, and lead a thriving, multi-preparer business—all under their own EFIN and business name.

With full backend access, priority support, and weekly leadership-focused mentorship, this package gives you the tools and training you need to confidently build, manage, and scale your tax operation.

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What’s Included:

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• Professional Tax Software – Full Access To Tax intellect Pro
  Cloud-based, powerful tax software for individual and business returns with full functionality, speed, and scalability.

• Operate Under Your Own Business Name
  Run your brand your way with full ownership of client data, pricing, and business processes.

• Offer Tax Loans to Clients
  Attract more clients and boost satisfaction with refund advance loan options integrated directly into your workflow.

• Bank Product Integration
  Seamless connections to top refund settlement banks to offer refund transfers, prepaid debit cards, and other financial solutions.

• Priority Support
  Skip the lines and get fast, knowledgeable assistance when you need it most—especially during peak tax season.

• Weekly Mentorship Sessions (Team Management Focus)
  Learn how to recruit, train, and manage PTIN-holding team members. Our weekly mentorship calls cover hiring strategies, compliance, setting up pay structures, team tracking, and delegation workflows.

• Advanced Software Training & Business Mentorship
  Go deeper than just using the tools—we’ll help you optimize your entire business, from workflow automation to pricing, compliance, and customer retention.

• Team Access & Multi-User Setup
  Easily add preparers to your software system with controlled permissions and secure individual logins. Perfect for managing growing teams.

• Full Revenue Control
  Keep 100% of your prep fees and set your own pricing structure. No revenue split.

• EFIN Required
  Must have your own Electronic Filing Identification Number to access this package and operate independently.

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If you're an ERO ready to step into leadership, build a team, and grow a scalable tax business, Tier 3 gives you the software, mentorship, and support to make it happen—successfully and confidently.