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AlTaxx Pro Beginner
AlTaxx Pro
Beginner ($249)
Designed for those that are new to the tax industry and require more assistance along the way. This pathway is for motivational entrepreneurs who are eager to learn the tax business but have little to no experience with preparing tax returns.
Revenue Share –
70/30
EFIN Required - No
Previous Returns Completed – None required.
Each return will be reviewed for accuracy.
What's Included:
Professional Tax Software
Software Training
Tax Training ($149 if sold separately)
Unlimited E-Filing
File in All 50 States
Bank Registration
IRS registration
Tax Loans
Tax Law Updates
Tech Support
Client Portal
Client Intake Forms
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AlTaxx Pro Intermediate
AlTaxx Pro Intermediate ($449)
Designed for those that have some experience completing tax returns. This pathway is for tax preparers that can complete tax returns with little to no assistance.
Revenue Share –
80/20
EFIN Required – No
Previous Returns Co…
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AlTaxx Pro Advanced
AlTaxx Pro Advanced ($649)
Designed for those that are experienced in the tax industry. Tax preparers must be able to complete tax returns without assistance.
Revenue Share –
90/10
EFIN Required – No but preferred.
Previous Returns Completed – 50 required.
R…
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