Choose a Plan That Suits Your
Needs
Basic Plan / Was $597
PTIN TO ERO $397
PTIN to EFIN
IRS REGISTRATION
EFIN APPLICATION PROCESS BUSINESS STRUCTURE
CUSTOM BUSINESS NAME
PROFESSIONAL CLOUD BASED TAX SOFTWARE
BANK REGISTRATION
BANK PRODUCTS INTEGRATION
OFFER TAX LOANS
SOFTWARE TRAINING
BANK PRODUCT TRAINING
DUE DILIGENCE TRAINING
MARKETING TRAINING
TAX LAW UPDATES
CLIENT FORMS
10X REFERRAL STRATEGY
STARTER DFY FLYERS (Canva required)
MOBILE APP
COMMUNICATION TOOLS (Email, Appointment Setter)
TAX COMMUNITY ACCESS
TECH SUPPORT
REVENUE SHARE: NONE
EFIN & PTIN REQUIRED
Growth Plan / Was $497
SOFTWARE $397
PROFESSIONAL CLOUD BASED TAX SOFTWARE
CUSTOM BUSINESS NAME- EFIN
BANK REGISTRATION
BANK PRODUCTS INTEGRATION
OFFER TAX LOANS & ADVANCES TO CLIENTS
SOFTWARE TRAINING
BANK PRODUCT TRAINING
DUE DILIGENCE TRAINING
MARKETING TRAINING
TAX LAW UPDATES
CLIENT FORMS
10X REFERRAL STRATEGY
STARTER DFY FLYERS (Canva required)
MOBILE APP
COMMUNICATION TOOLS (Email, Appointment Setter)
SKOOL COMMUNITY ACCESS
TECH SUPPORT
REVENUE SHARE: NONE
EFIN & PTIN REQUIRED
REVENUE SHARE: NONE
EFIN & PTIN REQUIRED
Pro Plan / Was $1297
ERO PRO ADVANCE $997
PROFESSIONAL CLOUD BASED TAX SOFTWARE
CUSTOM BUSINESS NAME- EFIN
BANK REGISTRATION
BANK PRODUCTS INTEGRATION
OFFER TAX LOANS & ADVANCES TO CLIENTS
SOFTWARE TRAINING
BANK PRODUCT TRAINING
DUE DILIGENCE TRAINING
MARKETING TRAINING
BACKEND INCENTIVE
BANK PRODUCT VOLUME INCENTIVE
TAX LAW UPDATES
TEAM BUILDING
RECURITING A TEAM OF PREPARERS
PAYROLL
MOBILE APP
ERO ACADEMY
10X REFERRAL STRATEGY
SKOOL COMMUNITY ACCESS
CRM BASIC (Automations, SOP,Intake Onboarding, Pipeline)
SMART INTAKE & ONBOARDING
TECH SUPPORT
REVENUE SHARE: NONE
EFIN & PTIN REQUIRED
Premium Plan / Was $2499
SUB SERVICE BUREAU- $2199
PROFESSIONAL CLOUD BASED TAX SOFTWARE
CUSTOM BUSINESS NAME- EFIN
BANK REGISTRATION
BANK PRODUCTS INTEGRATION
OFFER TAX LOANS & ADVANCES TO CLIENTS
SOFTWARE TRAINING
BANK PRODUCT TRAINING
DUE DILIGENCE TRAINING
MARKETING TRAINING
TAX LAW UPDATES
TEAM BUILDING
UNLIMITED SUB OFFICES
UNLIMITED TEAM OF PREPARERS
PAYROLL
MOBILE APP
MENTORSHIP - 1 HOUR MONTHLY
TAX COMMUNITY ACCESS
10X REFERRAL STRATEGY
CRM BASIC * FIRST MONTH SUBSCRIPTION ADDITIONAL MONTHS COVERED BY ERO (Automations, SOP,Intake Onboarding, Pipeline)
TECH SUPPORT
REVENUE SHARE: NONE
EFIN & PTIN REQUIRED
Platinum Plan / Was $3999
SERVICE BUREAU - $3499
PROFESSIONAL CLOUD BASED TAX SOFTWARE
BRANDED SOFTWARE WITH COMPANY LOGO
CUSTOM BUSINESS NAME- EFIN
BANK REGISTRATION
BANK PRODUCTS INTEGRATION
SERVICE BUUREAU FEES
SERVICE BUREAU ACADEMY
SOFTWARE RESELLER
BANK PRODUCT TRAINING
DUE DILIGENCE TRAINING
MARKETING TRAINING
TAX LAW UPDATES
TEAM BUILDING
UNLIMITED TEAM OF ERO'S
PAYROLL
BANK PRODUCT VOLUME INCENTIVE
MENTORSHIP - 1 HOUR MONTHLY
SKOOL COMMUNITY ACCESS
CRM - FIRST MONTH SUBSCRIPTION ADDITIONAL MONTHS COVERED BY SB (Automations, SOP, Intake Onboarding, Pipeline)
TECH SUPPORT
CRM FULL BUILDOUT
REVENUE SHARE: NONE
EFIN & PTIN REQUIRED
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