PTIN Preparer Essentials Bundle

Keep your clients organized, respond with confidence, and create marketing content for your tax business.

The SD Xclusive PTIN Preparer Essentials Bundle brings together four practical resources for tax preparers:

• Tax Client Tracker: Organize client details, filing dates, refund amounts, and status updates.
• Tax Office Reply Kit: Customize prepared responses for common client questions and follow-ups.
• Tax Client Intake & Document Checklist Kit: Collect client information and track missing documents.
• AI Cinematic Commercials: The Beginner Playbook: Learn the steps for creating AI business videos.
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Designed for preparers who want more structure in their daily workflow and a professional client experience.

Includes digital spreadsheets, templates, and guides. Microsoft Excel and Word are recommended for the corresponding editable files. AI tools discussed in the playbook may require separate subscriptions.

Digital products only. No physical items will be shipped.