PTIN Branded Bundle – 3D Tax Software + Business Setup

💼 Launch Your Tax Brand with Power and Precision

This bundle is built for PTIN holders who want more than just software—they want a branded business system. File under the 3D Tax Services umbrella and unlock the tools that elevate your credibility, automate your workflow, and position you for real growth.

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

✅ 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 software + business setup bundle

• No CE credits or Tax Pro Toolkit included (see Full Pro Bundle for those)

• Digital download kit delivered for the 2025–2026 tax season (October 2025)

• Perfect for PTIN holders ready to build a branded business and automate their workflow

🔗 Need More Support?

Upgrade to our Full Pro Bundle ($899) to unlock:

• CE credits for IRS Directory listing

• 3D Tax Pro Toolkit (SOPs, templates, onboarding)

• Caption bank + bonus Canva templates

📧 Questions? dana.mason@3dtaxservicesllc.com

📞 Call/Text: 901-307-8370