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Required Documentation

These documents are required to process your application.

Government issued ID
Active PTIN (One of the following: PTIN account screenshot or Renewal letter). If you need assistance with PTIN let the support team know.
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PTIN Power Program

This program was specially designed for tax professionals who are unable to obtain their EFIN (Electronic Filing Identification Number) through the IRS. We believe you shouldn’t miss out on a successful tax season just because of this hurdle — that’s why we created the PTIN Power Program!

With PTIN Power, you can continue to serve clients, file returns, and grow your business, all while benefiting from our low backend fees on bank products. This program empowers you to earn and thrive during tax season, without needing an EFIN.

Program Highlights:

Flexible Earning Potential: Keep earning during tax season, without the EFIN requirement.
Low Backend Fees on Bank Products: More profit in your pocket, with minimal fees.
Dedicated Support: Receive guidance and resources to ensure a seamless tax season.
Expand Your Reach: Serve clients with confidence, backed by a program tailored to meet your needs.

$399.99

$25

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