With seamless bank product integration, expert technical support, Training and an integrated CRM, SEVYN SOLUTIONS Professional Tax Software can empower you and your business.
E file capabilities
Mobile link
EFIN access
Bank product set up
Free co branded software
Intake form
Schedule C Excel Template
CRM
Tax preparation training
Software training
Social Media Templates
E file capabilities
Mobile link
EFIN access
Bank product set up
Free CRM software
Intake form
Schedule C Excel Template
Tax preparation training
Software training
Social Media Templates
Mentorship lite: course like mentorship program with predefined modules, assisting with understanding the steps and basics of obtaining an EFIN
E file capabilities
Mobile link
EFIN access
Bank product set up
Free CRM software
Intake form
Schedule C Excel Template
2ND COLUMN Tax preparation
Software training
Social Media Templates
Mentorship Elite : course – like mentorship program with predefined modules , assisting with understanding the steps and basics of obtaining and EFIN . Personalized monthly group mentorship .
Funded referrals
Holiday and Mid Season advances
Mobile Link
EFIN set up
Free co-branded CRM
This package is designed for individuals exclusive focused on established their independent firm and does not include any revenue sharing arrangements
Don’t leave your business taxes to chance. Contact us today to learn more about our tax preparation services and discover why businesses and individuals trust us as their preferred tax partner.