Tier 1: Icon Basic (PTIN-Only)

Tier 1: ICON BASIC (PTIN-Only)
Perfect for: New tax preparers or side hustlers ready to start filing under a service bureau.
Includes:
• IRS-approved professional tax software access
• Use of Iconic Figures EFIN (file under the brand umbrella) • Built-in bank product integration (SBTPG/Refundo)
• Free client portal setup & secure document upload
• Basic training modules + cheat sheets
• Iconic Tax Bae support group access
• Digital signature & compliance tools included