Compare The Pathways.
See who each package serves, the software and support included, and the price to get started.
View all four packages ↗
CIMA FOR TAX PROFESSIONALS
Your Practice.
Your People.
Your Next Level.
Professional tax software, purposeful onboarding, and a clear path from preparing returns to supporting a team.
Filing your own taxes? Start your client journey ↗
CIMA / PROFESSIONALSOFTWARE + SUPPORT
Built Around
Your Next Step.
Prepare returns. Run an office. Sell software. Support a network.
01 FoundationPrepare ↗02 Independent PracticeOperate ↗03 ResellerConnect ↗04 Service BureauLead ↗A PROFESSIONAL RELATIONSHIP, MADE CLEAR
Everything Starts With The Right Fit.
Meet With Rasheeda.
Discuss your experience, computer setup and plans. Request a Zoom meeting or a phone call at a time that works for you.
Request a consultation ↗Know What You Are Joining.
Start online, open your Cima desk and begin the starter course while Rasheeda coordinates software setup.
Read the enrollment essentials ↗LED BY RASHEEDA S. WILLIAMS
Professional Tools.
A Personal Point Of Contact.
Cima connects tax professionals to software and support through its service-bureau provider relationship. Your offer identifies who supplies the software and how your support is delivered.
Talk through my next step ↗About Cima & Rasheeda ↗FIND YOUR ROLE
Your Journey, In Focus.
Tax Preparer
Start with your intended responsibilities, required credentials, training plan and approved filing arrangement.
Explore my next step ↗ERO
Discuss your authorized e-file role, office needs, approved software and ERO support route.
Explore my next step ↗Tax Office
Review software scope, team roles, written preparer agreements, equipment and onboarding before choosing an offer.
Explore my next step ↗Service Bureau
Explore authorized software distribution and support coordination. Sub-bureau appointments, resale scope and compensation require specific written confirmation.
Explore my next step ↗The Business Behind Your Business.
Tax Office Marketing, Tax Business Branding, Tax Office Website Services and Tax Professional Business Systems: complementary specialist services provided by Tax Branding Pro.
Tax Branding Pro · Coming soon ↗CIMA, DECODED
Big Words.
Plain Answers.
You don’t have to know the vocabulary to belong here. Tap a term for a quick explanation, then ask us how it applies to you.
Service bureau
A business relationship that may combine access to tax software with onboarding, training, and support for other tax offices. The exact services, fees, and responsibilities depend on the written agreement. It is not, by itself, an IRS professional credential.
Reseller
A business that offers another company’s software under an authorized sales arrangement. Ask who supplies the software, who provides support, and which fees or restrictions apply.
Onboarding
The steps that get you ready to begin: reviewing your agreement, completing required account information, receiving approved access, and learning the workflow. An inquiry alone does not enroll you.
ERO
Electronic Return Originator: an authorized IRS e-file provider that starts the electronic submission of a tax return. This describes an e-file role, not a promise of tax expertise. Read the IRS definition ↗
PTIN & EFIN
A PTIN identifies an individual paid tax return preparer. An EFIN identifies an approved IRS e-file provider. They serve different purposes; having a PTIN does not itself authorize an office to e-file. Compare them at the IRS ↗
Professional tax software
Tools used to prepare and manage tax returns. Available features, supported returns, licensing, training, and support vary by product and package. Ask for a demonstration and written terms for the specific offer.
A quick guide, not personalized tax advice. Program details are defined in your agreement.