Individual Tax Pro User License
This PTIN Program is not a class or training program. It’s a user license that allows you to operate as a tax preparer under the SunTax Pro platform once you hold a PTIN. Think of it as your software access + professional onboarding under our firm — everything you need to prepare returns, offer bank products, and earn.
What You Get For $497.00 (Instant access after verification)
Full SunTax Pro user license
-Cloud-based professional tax software (desktop + browser)
-Connected mobile app for client intake, e-signatures, and on-the-go filing
Integrated bank & client products
-Refund Transfer (RT) — let clients pay fees from their refund
-Pre-Ack Loans — advanced funding before refunds clear
-Refund Advance Loans — competitive advance offers to clients
Support & business enablement
-In-season support & coaching calls (January 1 – April 15) included at no extra cost — normally $1,000/month
-Weekly Mastermind Sessions — join our live group of active preparers for marketing ideas, trouble-shooting, and revenue strategies (included)
-Assistance and onboarding resources to get you filing under our firm quickly
Marketing & client tools
-Client intake templates, pricing guides, and turnkey marketing copy
-Document templates and step-by-step checklists for compliance
How it Works (simple 3-step Process)
1. You confirm you have
(or apply for) a PTIN.
2. We verify your PTIN and issue your SunTax Pro user license under our firm. ($497.00)
3. You log into SunTax Pro, get onboarding support, and start preparing returns + offering integrated bank products to clients.
Real Benefits (what this unlocks for you)
Legally file returns as a paid preparer under an established ERO/firm.
Offer bank products that increase client conversions and generate fee revenue.
Get live, in-season help so you never get stuck during peak season.
Join a community of active preparers via weekly mastermind sessions to grow your business faster.
PTIN Program
Individual Tax Pro User License
$497.00
Live Account
Unlimited E-files
Individual & Business
Bank Product Integration
Refund Transfer (RT)
Pre-Ack Loans
Refund Advance Loans
Client Mobile App
No Renewal Fees
No Split Fees
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