Automate Your Tax Prep with Partners Tech
Save time, boost revenue, and never go at it alone.
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Who We Are
Partners Tech is a next‑generation tax software company built for today’s busy preparers, EFIN holders and newcomers alike.
Whether you’re an established tax professional or just getting started, we’ve designed a platform that’s friendly, intuitive, and powerful.
What We Do
Professional‑Grade Software
Automate your most tedious tasks—form generation, e‑signatures, client portals—so you save time and minimize errors.
Easy Onboarding
Jump in immediately with guided setups and tutorials tailored for both seasoned pros and brand‑new filers
Scalable Tools
From solo practitioners to growing firms, our system grows with you—no tech headaches, no hidden fees
Our Mission & Motto
Mission
To help you scale your tax business to the next level and boost your revenue all year long—not just during tax season.
Motto
Partner with Partners Tech. You own your business …but not alone in your business. You will always have a partner with Partners Tech.
What Clients HAVE TO Say about us
Hear from Our Satisfied Customers
See How It Works
Curious but not ready to commit? Watch how Partners Tech helps tax professionals grow their office faster, with less stress and more revenue.
Frequently AskED QuestionS
How much does Partners Tech software cost?
Our one‑time license fee to join is $500
What is the preparer split?
First year: You keep 80% of your preparation fees; Partners Tech takes 20%. Returning preparers (Second year and beyond): You keep 100% of your preparation fees. Performance bonus: If you prepare over 50 bank products in your first year, you also keep 100% of your prep fees that year.
Do I need an EIN to get started?
Nope. no EIN required.
Do I need a PTIN number?
Yes. You’ll need a PTIN (Preparer Tax Identification Number) registered with the IRS before using the software to e‑file returns.
Do I need an EFIN?
No EFIN required to get started. If you want one, we’ll help you set it up for free.
Can I bring on other preparers under my account?
Yes! You’re free to add additional preparers whenever you need. They will need a PTIN
How do preparers get paid?
All payouts are made via direct deposit for fast, secure payments.
What are the software fees?
Our total software fee is $125, which includes the bank product fee. Note: We also offer an optional service bureau fee(55) if you need extra processing support.
What comes included with Partners Tech?
A state‑of‑the‑art, user‑friendly platform that automates up to 80% of your prep tasks/Mobile app to collect clients information safe and secured Live weekly trainings led by industry masterminds In‑depth coaching on building a referral‑based team and scaling your office
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