Who this is for
Tax preparers seeking a structured partner relationship and a clear onboarding process. Whether you have an established client base or need more training, the review begins with understanding your current position.
PTIN Partner Program
Bring your experience.
Build with the right support.
Explore a partnership path shaped around your preparation experience, client volume, training needs, and availability.
What we review
- Tax preparation experience
- Current client volume and expected returns
- PTIN status and training status
- Software experience
- Availability and office information
Initial interest does not require sending your full PTIN identifier or taxpayer documents.
A review before a commitment
- Share your background and goals.
- The team reviews your fit and training needs.
- Applicable partnership terms are confirmed.
- Approved partners complete agreements and onboarding.
Clear terms for your situation
Compensation and access depend on the approved partner arrangement. Discuss the applicable terms with the team before committing.
Submitting an inquiry is not acceptance into the program and does not automatically grant software or CRM access.
Submit partner interest ↗