⭐ EFIN Holder Partnership Bundle — Full Service System

💼 Built for Owners Ready to Scale

This bundle is designed for EFIN holders who want more than software — they want full control, branded infrastructure, and override power. You’ll operate with the 3D Tax Services LLC as a partner with access to bank products, unlimited preparers, and a system built to convert.

What’s Included

🔵 Software & Filing

• TaxSlayer Pro software for 2025–2026
• Access to 3 prior years (2022–2024)
• Unlimited e-files
• Unlimited preparers
• Optional branded software setup

🔵 Bank Products

• Access to RA, TPG, Republic Bank
• Real-Time Refund (RT) support
• Override structure: $99 per bank product return

🔵 Branding & Workspace

• Secure Workspace setup (branded business email)
• Secure workspace for your team
• Automation flows for client intake + team onboarding

🔵 Marketing & Tools

• Canva access for branded visuals + flyers
• Gemini Pro access for AI-powered support + content
• Caption bank + bonus Canva templates
• 3D Tax Pro Toolkit (SOPs, templates, onboarding flows)

🔵 Training & Support

• CE credits for AFSP eligibility + IRS Directory listing
• Year-round technical support
• Digital onboarding kit with step-by-step setup instructions

📌 Important Notes

• This is a full-service bundle for EFIN holders
• Digital download kit delivered for the 2025–2026 tax season (October 2025)
• You control pricing, team access, and client management
• Perfect for Service Bureau owners ready to scale with branded clarity

🔗 Need a Simpler Start?

Check out EFIN Software Only ($350) if you don’t need branding, overrides, or CE credits.

📧 Questions

dana.mason@3dtaxservicesllc.com

901-307-8370