You’re One Step Away from Launching Your Tax Business
You’ve made the decision—now let’s make it official.
By moving forward with PTSTAX, you're not just getting tax software…
you're gaining access to a complete system designed to help you start, grow, and scale your tax business.
✅ What Happens Next
We’ve made this process simple and fast:
1. Complete Your Agreement
Review and sign your PTSTAX agreement to officially get started.
2. Submit Your Onboarding Information
Provide a few key details so we can begin setting up your account, bank products, and access.
3. Get Your System Access
You’ll receive login credentials, training resources, and tools to begin preparing returns.
4. Start Making Money 💰
With our support, marketing tools, and software—you’ll be ready to file and earn.
Important Reminder
The sooner you complete your agreement, the sooner we can:
👉 Set up your account
👉 Get you approved with the bank
👉 Ensure you're ready for peak tax season
Delays in onboarding may impact your ability to offer key services at the start of the season.