See If You Qualify
for $0 Enrollment.
Qualified tax professionals can start with $0 upfront enrollment, keep 100% of their preparation fees, and receive software, training and ongoing support.
$0 Upfront. No Prep-Fee Split. Real Support
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Why Tax
Professionals Choose Partners Tech
Whether you're preparing your first tax return or managing a growing tax office, Partners Tech provides the tools, education, automation and community you need to build a business that works year-round not just during tax season.
Tax Preparer
Perfect for new or experienced preparers ready to prepare returns with software, training, and support.
$0
FOR QUALIFIED PREPARERS
Keep 100% of Your Preparation Fees
NO REVENUE SPLIT
Partners Tech Fees
Service Bureau Fee:
$50 per funded return
Transmission Fee:
$30 per funded return
What's Included
PTIN Assistance
Partners Tech Mobile App
Weekly Live Training
Private Community Access
Ongoing Technical Support
Marketing & Business Tips
Partners Tech Mobile Client App
$0 Enrollment Qualification
Active PTIN + Required Training + Signed Agreement + Minimum 20 Accepted Federal Returns
If the production requirement is not met, the standard $250 onboarding/training fee may apply as outlined in your agreement.
Independent ERO
Own your tax business with your own EFIN, your own clients, your own brand — while Partners Tech provides the software, support, and backend infrastructure.
$0
FOR QUALIFIED EROs
Keep 100% of Your Preparation Fees
NO REVENUE SPLIT
Partners Tech Fees
Service Bureau Fee:
$50 per funded return
Transmission Fee:
$30 per funded return
What's Inlcuded
EFIN Assistance
Custom Branded Mobile App
Tax Software
Weekly Coaching
Private ERO Community
Marketing Training
Technical Support
Client Mobile Upload System
Business Growth Resources
$0 Enrollment Qualification
Active PTIN + EFIN or actively completing EFIN setup + Complete required training
Sign current agreements
Meet minimum production requirement
If qualification or production requirements are not met, the standard $500 onboarding fee may apply according to the signed agreement.
ERO Accelerator
Built for EROs who want more than tax software — they want systems that help capture leads, automate follow-up, book appointments, and grow the business.
$0
FOR QUALIFIED EROs
Keep 100% of Your Preparation Fees
NO REVENUE SPLIT
Monthly Business Systems Access
Starting at $50/month
Partners Tech Fees
Service Bureau Fee:
$50 per funded return
Transmission Fee:
$30 per funded return
Includes Everything Above, PLUS
CRM
AI Receptionist
Client Lead-Capture Website
Client Enrollment Funnel
Automated Booking Calendar
Automated Text & Email Follow-Up
Email Automation
Review Automation
AI Chat Widget
Pipeline Management
Best For
EROs who are ready to automate client follow-up, organize leads, and build a tax business that runs more efficiently.
Service Bureau Partner
Build and manage your own ERO network while Partners Tech provides the software infrastructure, backend support, and leadership resources.
$0
Wholesale pricing designed for leaders building their own ERO network.
NO Service Bureau Fee
Transmission Fee:
$30 per funded return
What's Included
Wholesale Pricing
Custom Branded Mobile App
Unlimited ERO Growth
Software Support
Service Bureau Training
Leadership Community
AI Resources
Marketing Resources
Dedicated Support
Best For
Experienced tax professionals who want to move beyond preparing returns and start building a team, recruiting EROs, and growing a larger tax organization.
Your Role
As a Service Bureau Partner, you are responsible for:
Recruiting your own EROs
Training and supporting your team
Managing your network
Maintaining compliance
Escalating backend software issues to Partners Tech
Why Partners Tech Is Different
Most companies stop at giving you software
We help you build a profitable business. From AI automation and marketing strategies to weekly coaching, community support, and business systems, our goal is simple:
Help tax professionals grow beyond tax season!
Our Promise
We don't succeed unless you succeed.
When you grow...
Partner Tech grows!
What Clients HAVE TO Say about us
Hear from Our Satisfied Customers
Here's 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 it cost to get started with Partners Tech?
Partners Tech has multiple paths depending on where you are in your tax business.
Tax Preparer – Standard onboarding $250
Independent ERO – Standard onboarding $500
ERO Accelerator – Standard onboarding $500 plus monthly SaaS starting at $50/month
Service Bureau Partner – Standard onboarding $500
Qualified Tax Preparers and EROs may be eligible for a $0 upfront enrollment offer when all program requirements are completed
Do you take a percentage of my tax preparation fees?
No.
Partners Tech does not take a percentage of your tax preparation fees.
You keep 100% of the preparation fees you charge your clients.
Partners Tech earns through the clearly disclosed software and service fees associated with your account.
What are the Partners Tech per-return fees?
For Tax Preparers, Independent EROs and ERO Accelerator members:
Service Bureau Fee: $50 per funded bank-product return
Transmission Fee: $30 per funded bank-product return
Service Bureau Partners receive wholesale pricing with no Partners Tech Service Bureau Fee.
Additional third-party software, technology and bank-product fees may apply and are fully reviewed during onboarding and training.
How do I qualify for $0 enrollment?
Qualified applicants must complete the Partners Tech enrollment requirements.
Requirements may include:
Active PTIN
Required onboarding
Required training
Signed agreements and policies
Minimum production requirement
For Tax Preparers, the current production requirement is a minimum of 20 accepted federal tax returns during the filing season.
If the agreed production requirement is not met, the standard onboarding/training fee may apply according to the signed agreement.
Do I need a PTIN?
Yes.
Anyone who prepares federal tax returns for compensation must have an active IRS PTIN.
If you do not currently have one, Partners Tech provides PTIN application assistance.
Do I need an EFIN?
You do not need your own EFIN to join Partners Tech as a Tax Preparer.
If you want to operate as an Independent ERO or Service Bureau Partner, an EFIN is generally required for your own ERO setup.
Partners Tech provides EFIN application assistance during onboarding.
What is the difference between a Tax Preparer and an Independent ERO?
A Tax Preparer prepares returns under the Partners Tech network.
An Independent ERO operates their own tax business and EFIN while using Partners Tech as their software and service bureau partner.
Independent EROs also receive additional business resources, EFIN assistance and their own custom-branded mobile client app
What is the ERO Accelerator?
ERO Accelerator is for EROs who want more than tax software.
It includes the Independent ERO benefits plus business automation tools such as:
CRM
Lead pipeline
Booking calendar
SMS automation
Email automation
Review automation
AI chat
AI receptionist
Website and funnel tools
Pipeline management
Monthly SaaS access starts at $50/month.
What is a Service Bureau Partner?
A Service Bureau Partner is a tax professional who wants to recruit, train and manage their own network of EROs.
Partners Tech provides the software infrastructure and backend support while the Service Bureau Partner manages their own organization.
Service Bureau Partners receive wholesale pricing and pay no Partners Tech Service Bureau Fee
Can I bring other preparers or EROs under me?
Yes, depending on your membership type.
Independent EROs may build their own tax office and add preparers according to their account structure.
Service Bureau Partners can recruit and manage their own ERO network.
All preparers must meet applicable PTIN and compliance requirements.
Do EROs receive their own branded mobile app?
Yes.
Independent EROs, ERO Accelerator members and Service Bureau Partners receive a custom-branded mobile client app featuring their business name and branding.
Tax Preparers use the Partners Tech client mobile app.
What kind of training do I receive?
Partners Tech provides ongoing education throughout the year.
Training may include:
Software training
Tax preparation training
ERO training
Service Bureau training
Marketing and client-acquisition strategies
AI and automation education
Business-growth training
Compliance updates
Members also receive access to the appropriate Partners Tech private community.
What kind of support does Partners Tech provide?
Support depends on your membership level.
Tax Preparers and Independent EROs receive ongoing software and technical support.
Service Bureau Partners receive backend support from Partners Tech while they are responsible for providing first-level training and support to the EROs within their own organization.
Do you help with Refundo enrollment?
Yes.
Independent EROs and Service Bureau Partners can receive assistance with the Refundo enrollment process as part of onboarding.
Final approval is determined by the bank and applicable program requirements.
Do I have to use bank products?
No.
Bank products are optional and are subject to the rules, fees and approval requirements of the participating bank.
Partners Tech will explain applicable fees and options during onboarding so you understand the cost structure before tax season.
What happens after I apply?
After you submit your application:
Partners Tech reviews your information.
You complete the required agreements.
Any required documents are submitted.
Your account is approved.
Software setup begins.
Bank-product enrollment is completed when applicable.
You complete onboarding and training.
Your account is activated for the filing season.
Is Partners Tech only for experienced tax professionals?
No.
Partners Tech works with both new and experienced tax professionals.
If you are new, we can help you with PTIN guidance, training, software setup and understanding the process.
If you are experienced, we provide software, support, automation and growth tools designed to help you scale.
Can I upgrade later?
Yes.
A Tax Preparer can later become an Independent ERO.
An Independent ERO can upgrade to ERO Accelerator.
Experienced EROs may also apply to become Service Bureau Partners.
Partners Tech is designed to grow with your business.
Why should I choose Partners Tech?
Partners Tech is built around transparency, support and growth.
We do not take a percentage of your preparation fees.
We clearly explain our fee structure before you start.
We provide software, training, community, technical support, branded mobile tools and business-growth resources designed to help you build more than a seasonal tax business.
Our goal is simple:
When you grow, Partners Tech grows.
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