Gold Done-for-You Partnership Package

Our Gold Partnership Package is our most advanced office setup experience. This is ideal for those who want to establish their own business identity and work under their own EFIN.

This package includes:

• EFIN Application Assistance 

• Tax Software with Technical Support & Mobile App

• Bank Registration

• Business and Office Setup

  • Personalized Client Intake Forms

  • Tax Office Backend Automation

  • Digital Footprint Setup

    • Virtual Address

    • Business Phone Number (Fax if requested)

    • Domain 

    • Business Email Setup 

    • Business Bank Account Matching

• Marketing Package

  • Landing Page

  • e-Flyer

  • Business Card Design

  • (4) Social Media Content Pack

  • (4) Social Media Templates

    • (2) Post Templates

    • (2) Story Templates

  • Facebook Banner

  • IG Highlight Covers

  • Email Campaign Design

  • *BONUS 300+ Pre-Made Canva Graphics

• Solutions to Securing the Bag Planner Kit

  • Tax Preparer Planner
  • Agenda
  • Workbook
• Client Incentive Offerings