You have your EFIN. You have your clients. You need the platform and the training to use it — and nothing else. This is that.
- 360 Global Tax Software — full professional platform
- Complete software training — login to first transmission
- ERO setup and configuration guidance
- 1040 and all schedules — all 50 states
- Business returns — 1120 C-Corp, 1120S, 1065, 990
- Bank product integration — TPG, Refund Advantage, Santa Barbara
- E-file management — transmissions, acknowledgments, rejections
- Preparer management — add staff, set permissions
- Reports and analytics
- No business classes
- No group Zoom
- No 1-on-1 mentorship
Best for: EFIN holders with their business infrastructure in place who need the platform and training only — not the coaching.