Professional software
Prepare with professional tax software and technical guidance for the tools in your program.
TAX CLINIX • BUSINESS PARTNERSHIPS
YOUR BUSINESS.
BIGGER
POSSIBILITIES.
You’ve got the vision.
Put a stronger system behind it.
Build a tax business with professional software, client tools, mentorship, and support that helps you move with confidence. Choose the partnership that fits the way you want to grow.
Independent EROs • Tax office owners • Your own brand
BUILD WITH INTENTION.GROW WITH
SUPPORT.
SUPPORT.
YOUR CLIENTS.YOUR DRIVE.YOUR NEXT LEVEL.
SOFTWARE✦CLIENT TOOLS✦MENTORSHIP✦BUSINESS SUPPORT
CHOOSE HOW YOU WANT TO BUILD.
Same ambition.
Your own direction.
Your business model should shape your partnership. Explore the two paths, then tell us where you want to go.
YOUR EFIN. MORE BEHIND YOU.
Run your office. Keep your momentum.
For independent EROs with their own EFIN who want professional software, client tools, and a team to turn to.
Explore ERO Partner- Keep 100% of eligible preparation fees
- Professional tax software & CRM
- Training, mentorship & technical support
- Applicable bank-product opportunities
Program, software, bank, and other applicable fees remain separate. Your partner agreement defines all charges and responsibilities.
Looking to prepare taxes with Tax Clinix? Explore the preparer opportunity
MORE THAN A SOFTWARE LOGIN.
The tools to move.
The support to grow.
You put in the work. We help you make that work more organized, informed, and consistent through the support included in your agreement.
Client relationship tools
Keep client information, document collection, and follow-up organized with the included CRM and portal tools.
Training & mentorship
Build confidence with software guidance, required training, and a place to ask questions.
A compliance-minded approach
Keep due diligence, documentation, and professional responsibilities part of the way you work.
Marketing resources
Use approved materials and discuss client incentive opportunities that fit your program.
Room for your business
Choose the ERO or white-label path that fits your brand, operations, and growth plans.
GIVE CLIENTS A REASON TO REMEMBER YOU.
Bring more value
to the conversation.
Explore applicable bank products and client incentive programs as part of your partner conversation. The right offer can help you start a conversation, strengthen loyalty, and encourage referrals.
Client incentives & referral opportunities Applicable bank-product options A more organized client experience
Explore what fits my business Availability, eligibility, fees, and provider terms apply. Independent white-label businesses set their own client offers. No client volume or income is guaranteed.
BUILD RELATIONSHIPS BEYOND THE RETURN.
A filing season can start it.
Year-round service builds it.
JAN—APR
Deliver a more organized experience.
Collect documents, communicate next steps, prepare accurate returns, and explain eligible bank products using current program terms.
A CLEAR NEXT STEP.
Bring the vision.
We’ll talk through the fit.
Tell us about your business
Share your EFIN status, team, and goals. No sensitive identifiers or client documents are needed.
Review your partner options
Discuss software, branding, available programs, costs, and responsibilities with our team.
Get your plan in writing
Review the agreement, complete required onboarding, and prepare for your approved setup.
Ready to talk about your office?
Book an Office Partner ConversationKNOW WHAT YOU’RE BUILDING.
Good partnerships
start with clarity.
Independent EROs, tax office owners, and tax businesses exploring a branded software experience. If you want to prepare under Tax Clinix rather than operate your own ERO business, our Become a Preparer page is the right starting point.
ERO partners retain 100% of eligible preparation fees under their agreement. It does not mean there are no costs. Program, software, bank, processing, and other applicable fees are separate and must be reviewed before enrollment.
The ERO and white-label paths are designed for businesses operating with their own valid EFIN and required approvals. Partnership does not transfer or sell Tax Clinix’s EFIN, bank relationships, or regulatory authority. Tell us your current status so we can discuss the right next step.
We review the current program, software, configuration, and payment terms for your selected path during your partner conversation. You receive the applicable written agreement before deciding to enroll. There is no payment required to submit this inquiry.
Available programs depend on your agreement and the relevant provider’s approval and terms. Tax Clinix promotions are not automatically part of an independent white-label business. White-label partners control their own pricing, referrals, and client offers.
Partnership provides agreed tools and support. It does not guarantee leads, clients, return volume, or income. Your outreach, client service, business management, and compliance drive your results.
YOUR BUSINESS DESERVES A STRONG NEXT CHAPTER.