PTIN Full Pro Bundle – 3D Tax Software + CE Credits + Toolkit

💼The Ultimate Launch Package for PTIN Holders

This bundle is for tax professionals who are ready to go beyond filing—it’s about building a brand, earning IRS recognition, and automating your business for real impact. File under the 3D Tax Services umbrella and unlock every tool you need to thrive.

What’s Included:

✅ Access to 2025/2026 tax software (Taxes To Go)

✅ Prepare taxes for 2020 and beyond (3 prior years included)

✅ File under the 3D Tax Services EFIN

✅ Unlimited e-Filers

✅ Branded client portal (optional)

✅ Real-Time Refund (RT) bank product access

✅ Year-round technical support

✅ Google Workspace setup (includes branded business email)

✅ Automation flows for client intake and follow-up

✅ Canva access for branded visuals and flyers

✅ Gemini Pro access for AI-powered support and content creation

✅ CE credits for AFSP eligibility and IRS Directory listing

✅ 3D Tax Pro Toolkit (SOPs, templates, onboarding flows)

✅ Caption bank + bonus Canva templates for outreach and engagement

✅ Digital onboarding kit with step-by-step setup instructions

Fee Structure (per bank product return):

💰 $99 Service Bureau Fee

💰 $99 Transmitter Fee

📌 PTIN holders are on a split—you earn per return filed under the 3D umbrella

📌 Important Notes:

• This is a complete business and compliance bundle
• Digital download kit delivered for the 2025–2026 tax season (October 2025)
• Perfect for PTIN holders who want to build a branded business, earn IRS recognition, and automate their workflow

🔗 Need a Simpler Start?

Check out our Starter Access ($500) or Branded Bundle ($699) if you’re not ready for CE credits or toolkit integration.

📧 Questions? dana.mason@3dtaxservicesllc.com

📞 Call/Text: 901-307-8370