Start Your Tax Business With Structure And Support.
The MTP PTIN Program gives preparers software access, unlimited e-filing, CRM tools, marketing resources, training, support, bank products, and revenue splits based on client volume.
Your split increases as you grow.
Start with full software access, unlimited e-filing, CRM tools, marketing resources, training, support, and bank product access with revenue splits based on client volume.
Starter Program
80/20 Split
Up to 50 Clients
Designed for preparers building their client base and growing their tax business.
- ✓ Full software access + unlimited e-filing
- ✓ CRM + automation tools
- ✓ Marketing resources
- ✓ Training + support
- ✓ Bank products available
Growth Program
90/10 Split
51 to 99 Clients
Built for tax professionals increasing production and maximizing earnings.
- ✓ Everything included in Starter
- ✓ Increased payout percentage
- ✓ Priority support
- ✓ Growth-focused resources
Professional Program
100% Fee Retention
100+ Clients
Designed for high-volume preparers ready to retain 100% of their preparation fees.
- ✓ Everything included in Growth
- ✓ Full fee retention
- ✓ Flat-fee program access
- ✓ Office growth support
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 and support resources.
Bank Products Available
Offer bank product options to clients where available and supported through the software process.
Financial Wellness Opportunity
Growth and Professional level preparers may have access to additional financial wellness opportunities.
Training Academy
Access onboarding, software guidance, setup support, and tax office learning resources.
MTP Partner Hub
Use the hub for updates, resources, downloads, announcements, and next steps.
Path To ERO Options
When you’re ready, compare Direct ERO and full MTP ERO Program options.
Start your tax business with MTP.
Getting started is simple. We’ll help you choose the right PTIN path, get onboarded, and begin building with tools and support.
Submit 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.
PTIN access now. ERO options when ready.
PTIN access is the starting lane for preparers. ERO options are for offices ready to compare software setup, rebates, CRM upgrades, and office infrastructure.
PTIN Program
Best for preparers who need software access, split progression, onboarding, CRM tools, and growth support under MTP.
View SplitsERO Options
Best for tax pros ready to compare Direct ERO, full ERO Program, funded return rebates, and service bureau-style options.
Compare ERO OptionsTake the next step with MTP.
Have questions about PTIN access, return volume, onboarding, or software setup? Submit your preparer setup form and we’ll help guide you through the next steps.