

Software Reseller: They purchase professional tax software at a wholesale rate and resell it to tax preparers, often with added features and branding.
Support Hub: Offer training, tech support, and troubleshooting assistance to users of their tax software.
E-Filing Channel: Act as a middleman for submitting tax returns to the IRS through their EFIN and Transmitter Control Code (TCC), especially for preparers who don’t yet have their own.
Add-on Services: Offer products like audit protection, identity theft coverage, bank products (refund advances, check print services), and marketing tools.
Profit-Sharing or Rebates: May offer commission splits, rebates, or incentive programs to tax preparers based on the volume of returns filed or add-on services sold.