{"product_id":"efin-holder-setup-package","title":"EFIN Holder Setup Package","description":"\u003ch2\u003eEFIN Holder Partner Package\u003c\/h2\u003e\u003cp\u003e\u003cstrong\u003e$497 Annual Setup Fee + $49\/month Support\u003c\/strong\u003e\u003c\/p\u003e\u003ch3\u003eWho Is This For?\u003c\/h3\u003e\u003cp\u003eThis package is built for established tax professionals who already hold an active EFIN and are ready to operate independently, scale their practice, and maximize their earning potential with a fully configured professional setup.\u003c\/p\u003e\u003cul\u003e\n\u003cli\u003eLicensed tax professionals with an active EFIN\u003c\/li\u003e\n\u003cli\u003ePreparers ready to run their own independent tax office\u003c\/li\u003e\n\u003cli\u003eExperienced professionals looking to upgrade their software and systems\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eWhat's Included?\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003e✔ Full Professional Tax Software Setup \u0026amp; Configuration\u003c\/li\u003e\n\u003cli\u003e✔ EFIN Integration \u0026amp; Verification\u003c\/li\u003e\n\u003cli\u003e✔ Bank Product Setup Guidance\u003c\/li\u003e\n\u003cli\u003e✔ Advanced Filing Tools Access\u003c\/li\u003e\n\u003cli\u003e✔ Workflow Optimization \u0026amp; Office Structure Setup\u003c\/li\u003e\n\u003cli\u003e✔ Compliance \u0026amp; Filing Guidance\u003c\/li\u003e\n\u003cli\u003e✔ System Walkthrough \u0026amp; Training\u003c\/li\u003e\n\u003cli\u003e✔ Launch Strategy Support\u003c\/li\u003e\n\u003cli\u003e✔ Marketing Resources \u0026amp; Business-Building Tools\u003c\/li\u003e\n\u003cli\u003e✔ Weekly Live Support Sessions\u003c\/li\u003e\n\u003cli\u003e✔ Year-Round Email \u0026amp; Chat Support\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eWhat's Not Included?\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003e✘ PTIN-only or beginner onboarding (see the PTIN Starter Package)\u003c\/li\u003e\n\u003cli\u003e✘ IRS EFIN application assistance (you must already hold an active EFIN)\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eMonthly Fees\u003c\/h3\u003e\u003cp\u003eAfter your $497 annual setup fee, your ongoing support subscription is \u003cstrong\u003e$49\/month\u003c\/strong\u003e. This covers year-round access to live support sessions, email and chat support, and continued access to training and business resources. Cancel anytime with 5 business days notice before your next billing date.\u003c\/p\u003e\u003ch3\u003eWhat Happens After Purchase?\u003c\/h3\u003e\u003col\u003e\n\u003cli\u003eYou'll receive a Welcome Email within 1 business day\u003c\/li\u003e\n\u003cli\u003eComplete your New Partner Information Form\u003c\/li\u003e\n\u003cli\u003eSubmit your EFIN documentation for verification\u003c\/li\u003e\n\u003cli\u003eAttend your dedicated onboarding session with our team\u003c\/li\u003e\n\u003cli\u003eGet fully configured with software, bank products, and workflows\u003c\/li\u003e\n\u003cli\u003eLaunch your independent tax business with ongoing support\u003c\/li\u003e\n\u003c\/ol\u003e\u003ch3\u003eFrequently Asked Questions\u003c\/h3\u003e\u003cp\u003e\u003cstrong\u003eDo I need to already have an EFIN?\u003c\/strong\u003e\u003cbr\u003eYes. This package requires an active EFIN. If you don't have one yet, see our \u003ca href=\"\/products\/ptin-starter-business-package\"\u003ePTIN Starter Package\u003c\/a\u003e.\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003eWhat does the annual setup fee cover?\u003c\/strong\u003e\u003cbr\u003eThe $497 fee covers your full software setup, EFIN integration, onboarding session, and initial configuration of your tax business systems.\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003eIs training included?\u003c\/strong\u003e\u003cbr\u003eYes. All partners receive a dedicated onboarding session plus access to our full training library and live support sessions.\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003eWhat support is available ongoing?\u003c\/strong\u003e\u003cbr\u003eYear-round email, chat, and weekly live support sessions — not just during tax season.\u003c\/p\u003e\u003ch3\u003eRefund \u0026amp; Cancellation Policy\u003c\/h3\u003e\u003cp\u003eDue to the digital nature of our services, all sales are final once software access has been granted. Monthly subscriptions may be cancelled with 5 business days notice. Please review our full \u003ca href=\"\/policies\/refund-policy\"\u003eRefund \u0026amp; Cancellation Policy\u003c\/a\u003e before purchasing.\u003c\/p\u003e\u003cp\u003e\u003cem\u003eThe Tax Fixer Solutions provides software access, training, education, and business support services. We do not guarantee income, clients, EFIN approval, tax preparation results, or business success. Individual results vary.\u003c\/em\u003e\u003c\/p\u003e","brand":"The Tax Fixer Solutions","offers":[{"title":"Default Title","offer_id":43595461525607,"sku":null,"price":497.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0661\/9011\/4919\/files\/21b14a13-91ee-4555-a393-ff5b45598858.png?v=1782282567","url":"https:\/\/www.taxfixersolutions.com\/products\/efin-holder-setup-package","provider":"The Tax Fixer Solutions","version":"1.0","type":"link"}