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The Idea Tax Pro Network
Launch your tax business. Keep your name on the door.
Our partner network gives new and experienced tax professionals everything needed to run their own office: professional software powered by TaxSlayer Pro, bank products for refund advances, training, and support from a team that has built it before. You focus on clients — we handle the infrastructure.
What's Included
The whole back office, on day one.
- Professional tax softwarePowered by TaxSlayer Pro — the same platform used by high-volume offices, configured for you.
- Bank product setupRefund transfer and advance programs so your clients have options and your fees are collected.
- Training that starts at the beginningSoftware walkthroughs, interview technique, due diligence requirements, and what to do when a return gets complicated.
- ERO and EFIN guidanceHelp getting registered and compliant before the season, not during it.
- Support during seasonA number to call when a return won't behave at nine at night in February.
- Marketing groundworkPositioning, pricing, and how to fill your first hundred appointments.
Our Partners
Fees & enrollment
Software &
bureau fees
Software and bureau fee arrangements are handled through a separate enrollment form once you've had your info call and we've confirmed the network is a fit for where you are.
Open the Enrollment FormGetting Started
From interested to filing.
Apply & Talk
Send the partner application, then book an info call. We'll be straight with you about what the first season actually looks like.
Set Up & Train
Software configured, bank products enrolled, ERO paperwork handled, and training completed before the season opens.
Open Your Doors
You file under your own name with our infrastructure behind you — and a number to call when you need one.
Common Questions
What preparers ask.
Do I need an EFIN before I apply?
Not to apply. If you don't have one yet, we'll walk you through the IRS e-file application and what it requires. Timing matters here — EFIN applications are not same-week approvals, so earlier in the year is far better than December.
I've never prepared returns professionally. Is this for me?
The network takes on both new and experienced preparers, and training starts at the beginning for those who need it. What we ask is that you're willing to learn due diligence properly — that's the part that protects your clients and your license to keep doing this.
Is this a franchise? Do I use your brand?
No. You operate under your own business name. Idea Tax Pro provides the software, bank relationships, training, and support behind you — the clients are yours.
What does it cost?
Software and bureau fees depend on your expected volume and which bank products you enroll in. We go through the numbers on the info call before any enrollment form comes out.
When should I start?
Off-season. Setup, EFIN, training, and marketing all want lead time, and every year someone calls in early January hoping to be filing by the twentieth. Summer and fall starts have far better first seasons.
Not sure yet? Book the info call before applying. It's a conversation about your situation, not a pitch with a deadline attached.
Book an Info Call