This package is ideal for experienced tax professionals managing teams, serving 100+ clients, or operating year-round tax service businesses seeking executive-level tools and support.

You’ll receive a full BTS Pro Tax Software License, along with advanced client management tools, secure document portals, and bank product integration for a full-scale operation.

Yes! This package includes staff prep resources and a team-building blueprint to help you scale and delegate effectively while maintaining top-tier client service.

Absolutely. You’ll get assistance setting up your custom business name and brand, plus client onboarding templates and communication systems tailored to your firm’s identity.

The Elite Partner Package is designed for intermediate-to-advanced preparers. You should be comfortable with tax software and already have some client load or staff in place.

You’ll get weekly business strategy calls, software training, troubleshooting assistance, and access to a priority support line for faster help when you need it.

Yes. You’ll have access to Refund Advance and bank product programs that allow you to offer faster, client-friendly funding options during tax season.

This package includes a full Tax Business Launch Guide, IRS registration help, branded templates, client communication resources, and access to private portal storage.

It’s built for scaling. You’ll receive tools to streamline operations, create workflows, support team growth, and run your business like a tax firm — not a solo gig.

No. With the Elite Partner Package, you keep 100% of your revenue. You retain full control and ownership of your client relationships and income.

Yes, this package requires you to have your own EFIN (Electronic Filing Identification Number). If you need help applying, our team can assist.

Once you enroll, you’ll sign your service agreement, book your onboarding call, and get started with your business setup — fully supported every step of the way.