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