Start your own tax business — keep 100% of what you earn.
Software, training, and marketing support from Atlanta's trusted tax experts.
Knowing taxes isn't the hard part.
Most preparers who stall out aren't stuck on the tax code — they're stuck on everything around it.
No clear starting point
Software, EFIN paperwork, the basics — figured out alone.
No system for leads
Word of mouth only goes so far.
No consistent visibility
Posting when there's time isn't a plan.
Wherever you're starting, there's a path here.
Real preparers building real businesses — at every stage.
The First-Timer
Ready to learn the software and start from zero.
The Side-Hustler
Already doing returns, ready to make it official.
The Scaler
Real clients, ready to add marketing muscle.
From sign-up to your first client.
Pick your package
Starter, Business Builder, or Premium Growth — based on where your business is today.
Get set up
Software access, training, and (from Business Builder up) your intake form and lead system, built for you.
Start serving clients
Keep 100% of what you charge, with ongoing support behind you as you grow.
Pick where you're starting from.
Every package keeps you in full ownership of your business — you keep 100% of the fees you charge your own tax clients.
Starter
- Tax software access
- Tax software training
- Step-by-step tutorial videos
- Basic client intake guidance
- EFIN application assistance, if needed
- Basic tax business startup guidance
Business Builder
- Everything in Starter
- Customized digital client intake form
- Shareable intake link (social, email, QR, DM)
- Excel lead-capture connection
- Lead information organization
- Daily social media posting
Premium Growth
- Everything in Business Builder
- Expanded client intake setup
- Lead-capture system optimization
- Expanded social media management
- Marketing campaign setup and support
- One-on-one implementation and ongoing support
Key value across every tier: you get the software, training, lead-capture tools and marketing support to build your business — while keeping 100% of the fees you charge your own clients.
How the CRM is used
Our CRM works behind the scenes to build and host your client intake form. Submitted information connects to an Excel sheet for you to use. You do not receive direct access to our CRM, and these packages do not include CRM-based email/SMS automations, pipeline management, automated lead nurturing, or agency-level/sub-location access. Full CRM access is available as a separate option — ask us about it.
Kurt Ramalho
We built Partnerd Group on a simple belief: tax professionals deserve more than software — they deserve a real partner in building a business that lasts. From day one, our focus has been giving preparers the tools, training and support to grow with confidence, while staying fully compliant every step of the way.
Before you get started
Do I keep the fees I charge my clients?
Yes — 100%. We provide the software, training, lead-capture tools and marketing support. What you charge your own clients is yours.
I don't have my EFIN yet — can I still start?
Yes. Every package includes EFIN application assistance if you need guidance working through the process.
Do I get access to your CRM?
Not by default. Our CRM is used behind the scenes to build your intake form, with submissions organized into an Excel sheet for you. If you want direct CRM access to manage your own customers, that's available as an add-on — let us know when you apply.
What's the difference between the three tiers?
Starter gets you the software and training to begin serving clients. Business Builder adds a professional lead-capture form and daily social media posting. Premium Growth expands that into full marketing campaign support with one-on-one implementation help.
I already have some clients — which package fits me?
Most preparers with an existing client base start at Business Builder or Premium Growth, since the value there is in formalizing your intake process and getting consistent visibility, not learning the software from scratch.
How fast can I get started?
Once you apply, we'll follow up to confirm the right package and get you set up — most preparers are up and running within days, not weeks.
Let's build your tax business.
Talk to our team and find the right package for where you're at.