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PTIN Program
For new and growing preparers who don't have their own EFIN. File under our EFIN and build your tax business with software, learning resources, and support.
Ask about PTIN- Online software access for up to 5 users
- Bank products with refund advances up to $7,500
- Audit protection and mobile app import
- Mentor hotline and Tax Bestie AI access
- Keep up to 80% of your prep fees
