🔍 What You’re Getting:
💻 Full access to professional tax software for 3 months
👀 Explore the dashboard, features, and client management tools
👑 Preview the same platform I use to run my tax business
🧠 Decide if this is the software or tax team vibe you need before the season starts
😏 Who This Is Perfect For:
✨ People considering joining a tax team but not sure where to start
✨ New or aspiring tax pros ready to see what real software looks like
✨ The curious & cautious who want to explore before investing
✨ And yep, even the nosey ones who just wanna see what my system is working with (I see you boo 😎)
🗓️ When It Starts:
📅 Official launch: August 2025
🔓 Access available until November 2025 — sign up early to lock it in
🎯 You’ll get onboarding info + your access link directly in your inbox
📣 What Happens After You Submit:
You’ll get a welcome email with all the deets
You’ll receive your access instructions closer to launch
You’ll be added to my exclusive early bird list with extra bonuses (👀 stay tuned!)
🛑 Important Requirement – PTIN Needed to Access the Software
To explore the professional tax software, you must already have a PTIN (Preparer Tax Identification Number).
A PTIN is issued by the IRS and required for anyone who prepares or assists in preparing federal tax returns for compensation.
👉🏽 Don’t have one yet? No worries — we can talk about your options for getting one before the launch.
📌 Need to apply? You can apply for a PTIN online in just a few minutes here:
🔗 Login - PTIN
Let’s get you all the way ready for this tax season. 💼✨