Designed for PTIN holders ready to operate under their own brand, software and a more personalized business presence.
PTIN & EFIN Assistance
We walk you through it step-by-step so you're set up the right way.
Branded Software
Your Logo. Your Identity. Operate Under Your Business Name.
Audit-Proof & Due Diligence
Structured to support compliance and Strengthen audit defensibility documents.
Private Comunity
Connect with a focused group of dedicated tax professionals where you can ask questions, gain clarity, and stay updated on IRS changes and compliance standards.
Access to WYZDOMS University
You're not just getting software. You're getting education. We teach you the industry compliance, structure, growth - not just how to file a return
Tech Support
If something breaks glitches, or acts up - we don't disappear. You'll have real support.
Bonus
Client intake forms and calendar system, including automated email workflows, additional incentives.