
Explore partnership opportunities, training, and resources to help you take the next step in your tax preparation journey.

Access training and guidance to help you understand and navigate the tax preparation process.
Explore available tax software, systems, and resources to support your work.
Learn about partnership pathways that align with your experience and business goals.
Submit your application and share your background and goals.
Our team reviews your information and explains the available partnership pathways.
Complete the applicable requirements and onboarding steps for your selected program.
Fill out the form to submit your interest in our PTIN Partnership program.
Applications are subject to review. Participation and outcomes are not guaranteed.
Join our authorized tax professional network. Please complete the partnership form below to accelerate your onboarding, professional software licensing, and ERO support.