PTIN Prepaid Monthly Access – Software Only (No Split)
💼 Flexible Monthly Access for PTIN Preparers (Prepaid Software‑Only Plan)
This prepaid monthly package is designed for PTIN holders who want a simple, low‑commitment way to begin preparing taxes without entering a one‑year contract. Perfect for beginners, new learners, and preparers exploring the tax industry who want full earning power from day one.
You receive software access under the 3D Tax Services™ EFIN, keep 100% of your prep fees, and receive light training — with every return reviewed for compliance before submission.
This is a software‑only plan with no Workspace access, ideal for preparers who want independence, flexibility, and a low‑cost entry point.
🧩 What’s Included
Software + Filing Access
- ✔ 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
- ✔ Real‑Time Refund (RT) bank product access
- ✔ Year‑round technical support
- ✔ Light email training included
- ✔ Compliance review on every return before e‑file submission
💰 Fee Structure (per bank product return)
- 💰 $99 Service Bureau Fee
- 💰 $99 Transmitter Fee
Preparer Compensation
No split.
You keep 100% of your prep fees for every return you complete.
📌 Important Notes
- • Monthly plan — cancel anytime
- • Software‑only access
- • No Workspace access
- • Light email training included
- • Compliance review required before e‑file
- • Perfect for beginners and new learners
- • Ideal for PTIN holders not ready for a one‑year contract
📞 Contact Information
Dana Graham Mason
📧 Email: 3dtaxservicesllc@gmail.com
📱 Call/Text: 901‑842‑6303
📱 Additional Line: 901‑307‑8370
3D Tax Services™ — PTIN Preparers Filing Under the 3D Tax Services™ EFIN.
