PTIN Starter Access – 3D Tax Software (No EFIN Required)
💼 Description:
The Entry Point for New Tax Professionals
No EFIN? No problem. This PTIN Starter Access package is built for new and aspiring tax preparers ready to file under the 3D Tax Services umbrella—without the overwhelm or inflated pricing.
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
✅ Transparent pricing per return
✅ Year-round technical support
✅ 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 software-only access
- No coaching, community, CE credits, or toolkit included
- Digital download kit delivered for the 2025–2026 tax season (October 2025)
- Perfect for PTIN holders who want to start earning this season with a trusted brand
🔗 Need More Support?
Upgrade to our Branded Bundle or Full Pro Bundle to unlock:
- Google Workspace + branded email
- CE credits for IRS Directory listing
- 3D Tax Pro Toolkit + automation flows
- Canva templates + Gemini Pro access
📧 Questions? dana.mason@3dtaxservicesllc.com
📞 Call/Text: 901-307-8370