Intermediate

The enhanced package includes all the features of the Basic Package, as well as the opportunity to resell to potential partners of your own (Max 3). Additionally, it offers IRS PTIN & EFIN registration and a bank product to manage both you and your clients’ funding. You’ll also benefit from a 3-day in-person training session along with an 8 to 10-week virtual training. Immediate payouts are available, meaning you won’t have to wait for payroll processing (EFIN required)