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DIY CLIENT PORTAL — $159 ADD-ON
Want clients to self-file through your business?
Available as an add-on with Independent Partner. You can decide now instead of discovering it halfway through the application.
PTIN Required on every tierEFIN required on EFIN + Firm tiersOnboarding Completion
EFIN OPTIONS — OUT IN THE OPEN
Choose the credential level that matches you.
OPTIONAL CLIENT-FACING REVENUE CHANNEL
DIY CLIENT SELF-FILING PORTAL — $159
Add a client-facing DIY filing portal to your Independent Partner setup so clients can self-file through your tax-business ecosystem.