A free, live Zoom walkthrough where we map out your EFIN application step by step. No guesswork, no forms you fill out alone, no getting stuck. Just a clear path to your own tax business.
Most preparers stall out on the EFIN step. We sit with you on Zoom and walk it through together — then set you up with everything you need to actually run the business.
Pick a time that works. We'll confirm by text and email so you never lose your spot.
Screen-share over Zoom. We guide your IRS e-file application step by step and answer every question.
Pro software, your own branded CRM, and AI tools — set up so you're ready before season opens.