CIMA TAX PRO / SERVICE BUREAU
Equip your offices with software and a clear onboarding process. Give partners a place to learn, ask questions and get help.
Coordinate software setup, office readiness and support. Your Cima desk keeps enrollment and learning progress visible while provider systems handle software operations.
Choose Service Bureau, complete checkout and open My Cima Desk. Begin the starter lessons, complete the document steps and follow Rasheeda’s software setup instructions.
PTIN And EFIN Required
Try The Free Starter Course ↗$1,499.00Enrollment Entry Price
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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.
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.
A quick guide, not personalized tax advice. Program details are defined in your agreement.
