EFIN Software Access – TaxSlayer Pro (2025/2026)

Annual Software Access for EFIN Holders (1‑Year Contract)

This package provides EFIN holders with direct access to TaxSlayer Pro under the 3D Tax Services™ Service Bureau, designed for offices that want a simple, reliable, software‑only setup for the upcoming 2026 tax season. Ideal for single‑office EROs who use bank products and prefer full control over pricing, workflow, and client management.

What’s Included

✔ TaxSlayer Pro software for 2025/2026

✔ Access to 3 prior years (2022, 2023, 2024)

✔ Unlimited e-files

✔ Unlimited preparers

✔ Optional branded software setup

✔ Access to all major bank products:

 • Santa Barbara

 • Refund Advantage

 • Republic Bank

 • TPG

 • E-Collect

✔ Real-Time Refund (RT) support

✔ Year-round technical support

✔ Light email training included

✔ Transparent fee structure for every bank product return

Fee Structure (per bank product return)

💰 $99 Service Bureau Fee

💰 $99 Transmitter Fee

📌 EFIN Holder Control

EFIN holders retain full control over:

• Pricing
• Preparer access
• Client management
• Office workflow

You operate independently under the 3D Tax Services™ Service Bureau umbrella.

📌 Bank Enrollment Timeline

Bank enrollment takes 2–3 weeks.

You may choose any bank you prefer — Santa Barbara, Refund Advantage, Republic Bank, TPG, E‑Collect, and more.

Loan products and advances are available through participating banks.

📌 Important Notes

• Annual plan — 1‑year contract
• No monthly fees
• Software-only access
• Light email training included
• No CE credits
• No coaching or community access
• Digital download kit delivered for the 2025–2026 tax season
• Must have an EFIN or be eligible to obtain one

📞 Contact Information

For enrollment and software access, contact:

Dana Graham Mason

📧 Email: 3dtaxservices@gmail.com

📱 Phone: 901‑307‑8370 or 901-842-6303

3D Tax Services™ — All Rights Reserved.