Gold Package

 No Revenue Split
 Efin Required
 This package is for expert tax preparers who want to run their business the way they want with little help from us. You probably already have your own clientele, so we’re just here when you need us. The software is built to run your business seamlessly. We’ll also provide the software training and customer support you need to train your staff. This package must be paid in full – so you can get started right away!
 
Partners & ERO'S
 
ERO Software with Bank Enrollment Option offers only Professional tax software to EFIN holders. This software is IRS compliant , low back-end fees feature, our software makes it affordable to you and allows you to service your client and see a profit during the tax season.
The software comes with complimentary mentorship and training for you and your team, granting access to the Saks Tax Solutions training  With these features, customers can be sure they are getting quality services they can trust.
THIS IS FOR EFIN HOLDERS ONLY.
THIS IS SOFTWARE-ONLY PURCHASE.
 
CHOOSE FROM SBTPG OR REFUND ADVANTAGE PRODUCTS ONLY
 
THE SOFTWARE FEATURES INCLUDE
All states including DC
Prior year access for 3 years
No downloading software
Mac compatible
It comes with a brandable mobile app 
Direct Input or Guide Me Mode
Unlimited users (PTIN & Data Entry Users)
Audit Protection & Identity Theft Products 
Electronic Document Storage & eSignature
Customer Portals
Tax Software Training 
Weekly affiliate training and webinars.
 
 
WE SET UP YOUR SOFTWARE, SET UP YOUR BANK ENROLLMENT, AND TRAIN YOU AND YOUR TEAM. 
Once purchased, you will receive an email with the EFIN AND BANK ENROLLMENT FORM.
Please allow up to 24 hours for the delivery of this email. After the contract is signed, we will deliver within 3-5 business days beginning in October 2024 for the following tax season.
Due to the nature of this type of product, all sales are final.  No refunds will be given.