Tax Pro Access: Early Bird Enrollment Fee
⭐🔥 3D Tax & Financial Services℠ – PTIN Premium Backend Activation Package 🔥
The Complete Backend System for PTIN Holders Who Want Structure, Support & Scalability
This required $100 Admin Fee activates your secure backend workspace, workflow tools, marketing resources, and compliance systems under 3D Tax Services LLC. Every PTIN holder must complete this setup before onboarding.
This is NOT software.
This is NOT an EFIN package.
This is NOT optional.
This is your backend activation fee to enter the 3D Tax PTIN system.
💛 What’s Included in Your PTIN Backend Activation
✔ Complete Intake Form System
Streamlined onboarding tools for accurate taxpayer data collection.
✔ Client Tracker (Digital Sheets)
Full visibility over your active clients, return status, and workflow.
✔ Automated Email Nurturing
Automated follow-ups for missing documents, reminders, and client engagement.
✔ Professional Backend Workspace
Your secure digital workspace structured specifically for PTIN holders.
✔ Organized Digital Client Folders
Secure, logically arranged folders for effortless document management.
✔ Tax Prep Workflow Tools
Standardized processes to speed up return preparation with accuracy.
✔ Training & Communication Channels
Access to support channels, onboarding instructions, and team training.
✔ Marketing Tools & Resources
Templates, captions, outreach scripts, and branded materials to help you grow.
✔ CE Credits (Included for PTIN Holders)
Continuing education credits to help you stay compliant and elevate your credentials.
💛 PTIN vs EFIN Split (Full Transparency)
To keep operations compliant and structured, 3D Tax Services maintains a clear split between PTIN and EFIN benefits:
🔵 PTIN Holders Receive:
- Workspace access
- Intake forms
- Workflow tools
- Marketing resources
- CE credits
- Training
- Support
- Automation tools
- Client folders
- Compliance guidance
🔵 PTIN Holders Do NOT Receive:
- Software
- Unlimited preparers
- Bank product overrides
- Bureau-level pricing control
- Branded software
- EFIN partnership benefits
- Service Bureau authority
🔵 EFIN Holders Receive (Separate Packages):
- TaxSlayer Pro software
- Unlimited preparers
- Bank products
- Overrides
- Branded software
- Google Workspace email
- CE credits
- Toolkit
- Automation flows
- Gemini Pro
- Canva Pro
- Bureau-level control
This split ensures IRS compliance, protects your business structure, and guarantees that every PTIN holder receives the correct level of access.
💛 The 3D Guarantee: No Client Left Behind
Every PTIN holder receives structured support, workflow guidance, and compliance oversight to ensure no client is ever left behind during tax season.
You operate with the same backend strength as major tax offices — without being alone.
💛 Why This Fee Is Required
This admin fee covers:
- Workspace provisioning
- Secure digital folders
- Automation tools
- Intake form system
- Marketing resources
- Compliance setup
- Training access
This ensures every PTIN holder operates with IRS-compliant structure and professional workflow from day one.
💛 Backend Setup Investment
$100 Required Admin Fee
One-time activation for full backend access.
💛 What Happens After Payment
You receive instant onboarding instructions.
Next Steps:
- Open Microsoft Teams
- Search for Dana Graham Mason
- Send a message to be added to the PTIN workspace
- Complete your backend setup and begin onboarding
💛 Important Notes
- Requirement: Active PTIN holder
- Non-refundable due to immediate digital provisioning
- Support Line: 901-842-6303 or 901-307-8370
🔥 Ready to Activate Your PTIN Backend?
Operate like a top-tier tax professional with the full backend power of 3D Tax & Financial Services.
