Unlock the next level of tax business growth. As a Ruby EFIN Partner, you’ll build a thriving team, keep 100% of your prep fees in real-time, and operate 100% under your own brand—no commission splits, just pure profit. Eliminate overhead by recruiting PTIN holders, expand your reach with up to 10 tax partners, and leverage advanced automations and CRM tools to scale fast. Perfect for EFIN holders filing fewer than 250 returns or those ready to multiply their impact.

Top Benefits:

• Build and lead your own tax team
• Earn 100% of prep fees, paid out instantly (same-day, next-day, or 2-day options)
• Set your own preparation fees
• No commission splits—maximize your revenue
• Multi-user ready: add up to 10+ team members/PTIN holders
• Full control over who submits, when, and with what access
• Branded domain & email hosting
• Unlimited client hotel/travel/food incentives
• 3,000+ marketing graphics library
• 6 academies: Tax Law, Business, Personal Development, Software, and more
• Automations-powered CRM
• Preparer coaching and mentorship
• Weekly live coaching calls, exclusive social intranet, and private FB group
• 4-month tech & tax support with live group sessions and pop-in help
• CE Tax Education discounts, affiliate commissions, and more

All-Inclusive Marketing & Operations Toolkit:

• 12-month CRM subscription
• 52Forms secured client forms
• Wuzup SEO Link Builder
• ZeSend email marketing
• Simoas social marketing
• 24/7 live stream platform
• 7-page branded tax website
• 1,000 custom flyers (4x6)
• 1,000 custom business cards
• Email templates & 32+ social flyers

Extra Revenue Opportunities:

• Refund Advantage and bank products
• Audit protection & ID theft protection
• Service bureau/tech fees & transmission fees
• Rebate per bank product funded
• Affiliate commissions
• Secure—compliance and support included