Tier 2: Icon Advanced (EFIN Holder)

Scale Your Tax Business with Confidence
Perfect For: Experienced tax professionals with an active EFIN who are ready to grow their business, expand their client base, and build a successful tax team.
What's Included
✔ Full IRS-approved professional tax software under your business name
✔ Use your own EFIN with complete filing autonomy
✔ IRS e-File management dashboard
✔ Multi-user software access (up to 3 users)
✔ White-labeled client portal with secure document upload & e-signatures
✔ Direct bank product integration (SBTPG, Refundo, or EPS)
✔ Professional onboarding & software setup
✔ Marketing templates, intake forms & client resources
✔ Training on how to recruit, build, and manage your own tax team
✔ Business growth strategies & mentorship
✔ Private Tax Icon community access
✔ Year-round technical support & account assistance
Requirements
Active PTIN
Active EFIN
Laptop or desktop computer
Reliable internet connection