The Right Form.
The Clearer Next Step.

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.

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.

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.

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 ↗

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 ↗

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.