Partnership Packages - Sisters Tax Prep

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Partnership Packages

Digital

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White Label Software Reseller

Includes:<br>Your own branded tax software portal<br>Resell software to your own team of tax preparers<br>Admin dashboard to manage users, pricing, and permissions<br>Personalized onboarding + tech setup<br>Custom domain connection<br>Built-in compliance tools &amp; e-signature features<br>Unlimited returns per preparer<br>Technical support for you and your users<br>30 Days of Instagram Posts Digital Guide<br>Complete Marketing Strategy Digital Guide

$1,199.00

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Suboffice Registration

Includes:<br>Use of your own EFIN under the Sisters Tax Prep umbrella or use our EFIN<br>Admin dashboard to manage client records + team activity<br>Secure tax software platform<br>Backend compliance tracking tools<br>Internal training documents + onboarding guidance<br>Tech support + seasonal help desk access<br>Suboffice listing on our website<br>Fee split or per return (your choice!)<br>30 Days of Instagram Ads Guide

$899.00

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Independent Tax Preparer - Premium

Everything in Standard, plus:<br>1:1 Business Setup Call (45 mins)<br>3 Lead Referrals during peak season <br>Editable marketing templates<br>Personalized support from a team member (email/ phone/ text)

$699.00