Tier 2: Icon Advanced (EFIN Holder)

Tier 2: ICON ADVANCED (EFIN Holder)
Perfect for: Experienced preparers who have their own EFIN and want more autonomy.
Includes:
• Full software license under your business name
• IRS E-File management dashboard
• Multi-user access (up to 3 users)
• Full client portal with white-label branding
• Direct bank product setup (SBTPG, EPS, or Refundo)
• Marketing templates + customizable client forms
• Dedicated Tax Bae account support