How It Works
Start Your Tax Business With MTP
Getting started with MTP is simple. Weβll help you choose the right PTIN path, get onboarded, and begin building your tax business with the tools and support you need.
Submit Your Interest Form
Tell us about your experience, expected return volume, and business goals.
Choose Your PTIN Path
Your split level is based on client and return volume and reviewed during onboarding.
Get Access & Onboarded
Receive software access, CRM tools, training resources, and onboarding support.
Start Filing & Growing
Begin serving clients, using marketing resources, and growing with MTP.
Whatβs Included
More Than Software Access
MTP gives PTIN preparers more than a login. You get tools, resources, and growth support designed to help you build a real tax business.
Software + Unlimited E-Filing
Full software access with unlimited e-filing so you can prepare and submit returns with confidence.
CRM + Automation
Manage leads, clients, documents, communication, and workflows from one centralized system.
Marketing Resources
Access marketing tools and unlimited vacation or travel vouchers to help attract and retain clients.
AuditPlus Benefits
AuditPlus benefits include additional client value, including one round of credit repair support.
Bank Products Available
Offer bank product options to clients where available and supported through the software process.
MTP Credit Opportunity
Growth and Professional level preparers have the opportunity to be added under MTP Credit.
Your Split Increases As You Grow
Start with full software access, unlimited e-filing, CRM tools, marketing resources, training, support, and bank product access β with revenue splits based on client volume.
Designed for preparers building their client base and growing their tax business.
- β Full software access + unlimited e-filing
- β CRM + automation tools
- β Marketing resources
- β Training + support
- β Bank products available
Built for tax professionals increasing production and maximizing earnings.
- β Everything included in Starter
- β Increased payout percentage
- β Priority support
- β Growth-focused resources
Designed for high-volume preparers ready to retain 100% of their preparation fees.
- β Everything included in Growth
- β Full fee retention
- β Flat-fee program access
- β Office growth support
Ready To Start?
Take the Next Step With MTP
Have questions about PTIN access, return volume, onboarding, or software setup? Submit your preparer setup form and weβll help guide you through the next steps.
MTP
More Than Preparation
Software, CRM, automation, training, and support for tax professionals.
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