You can get started immediately. As soon as you handing your applicable enrollment requirements, submit your PTIN, and sign your training contract, you’ll receive access to your Member Portal—including our full training library. We STRONGLY encourage you to book your onboarding call and begin training the same day you enroll.

Why is all of that mandatory? Because we’re building professionals—not spectators. Attendance/participation is required so we know you’re serious about getting in and doing the work. Your PTIN is required because this is a regulated industry and we must verify you’re eligible to operate under our program.

Pay out details are required because your access is tied to an active subscription—and we need your account set up correctly from day one so you can get paid and any corresponding fees are accounted for.

We take your career seriously. That’s why we provide training, systems, and support at a level that many people pay thousands to access elsewhere.

Bottom line: participation is mandatory. If you don’t show up, don’t engage, or don’t maintain your onboarding requirements, you will be removed from the program.

PTIN Enrollment (What You Get)

All PTIN enrollments include full access to our Tax Associate & Prospecting Package which includes client lead referrals consistent with your work output.

EFIN Enrollment (What You Get)

If you’re enrolled in a Sophomore+ ERO CRM, you’ll also get built-in prospecting tools designed to help you grow your client base.
Note: additional costs may apply after the trial period ends.

No Half Stepping (Show Up to Show Out)

Every training track includes our Marketing Bootcamp—an accountability community with a powerful, step-by-step system to help you attract and convert your own leads fast. Get immediate access to the public groups like The Tax & Revenue Accelerator, Revamp your social media with tools 100 Days of Taxes and the 52 Week Tax Pro PlayBook.

No High-Ticket Upsells (What’s Included)

Your TRM-CRM trial may include tools that require additional opt-ins, depending on the program you choose—but here’s our promise: we don’t do high-ticket upsells. Any add-ons are low-cost, typically ranging from $9.99 to $89.97, based on what’s included. Most importantly: our systems guide you play by-play, so you’re not starting from scratch.

Included with access:

Built-in prompts to help you write and post faster

A calendar to plan and stay consistent

A built-in journal to track goals, progress, and follow-ups

Weekly drop-in training access (so you can get support in real time)

When upsells do happen, they’re “REVENUE PLUG” options—not required to succeed. These can include a VA who provides custom designs for your brand and/or plug & play Canva Ready Templates for your brand and /or your team.

EFIN Enrollment (Have One or Planning to Apply)

If you already have your EFIN—or you’re planning to apply for one—we’d love to support you as you build and grow.

Please choose our EFIN Enrollment to join The Bureau.

If someone doesn’t have an EFIN but has strong experience, they can still start their tax career under the PTIN Partner track. Use our tier to classify yourself as a PTIN Pro (based on experience + production) or take the PTIN Placement Quiz to be sure. Scale up with more advanced workflows, prospecting, and operational support—Don't get stuck at “entry level” just because its a NEW EFIN.

Here’s the full rewrite with everything you asked to include (Join-page ready):

PTIN Enrollment (Work Under the TMB Tax Family)

We have a program for experienced tax professionals who want to work under our brand as part of the TMB Tax Family.

With PTIN enrollment, you’re able to prepare taxes under our brand, with systems and support behind you—however, you cannot:

Own your own tax business while enrolled in this program, or work for another tax company at the same time. To sign up, simply choose PTIN below.

No EFIN Yet — But You’re Experienced?

No problem. If you don’t have an EFIN but you do have a strong background, we can place you into a higher tier (ex: PTIN Pro) and scale your opportunity based on your experience and output. Not sure which tier fits you best? Book a Discovery Call so we can recommend the cleanest path.

EFIN Enrollment (Have One or Planning to Apply)

If you already have your EFIN—or you’re planning to apply for one—we’d love to support you as you build and grow.

Please choose our EFIN Enrollment to join The Bureau.

Lead Magnets (Free) Lead magnets are free resources designed to help you engage your audience and collect leads (name/email/phone).
We design these for our partners so you have something valuable to post, share, and use to start conversations. Examples: checklists, write-off guides, document lists, mini trainings, etc.

Revenue Plugs (Upsell / Done-For-You Campaigns) Revenue Plugs are branded, ready-to-launch campaigns you can plug into your business to convert those lead magnet leads into booked appointments and paying clients. They’re an optional upsell because they include the full follow-up system—built and branded—so you don’t have to piece it together.

A Revenue Plug can include:

A branded landing page (built to capture leads)

Social media templates to promote the free lead magnet

Email + text follow-up templates to nurture and convert

Optional scripts/CTAs and campaign assets (depending on the bundle)

How they help you scale Lead magnets help you attract attention. Revenue Plugs help you monetize that attention—faster, with consistency, and with a system that looks like a real brand.

KPI Tracking (Built Into the CRM)

The best part is you’re not “posting and hoping.” Inside the CRM, we track performance using KPIs so you know what’s working and what needs tightening. Common KPIs we track based on your pipeline + automations:

New leads captured (per day/week)

Speed to lead (how fast you follow up)

Contact rate (how many leads you actually reach)

Appointment bookings

Show rate (booked vs. showed)

Close rate (showed vs. paid)

Pipeline value (what revenue is sitting in your stages)

So lead magnets help you attract leads, Revenue Plugs help you convert them—and the CRM helps you measure and scale it with real numbers.

If you tell me what you call your pipeline stages (ex: New Lead → Contacted → Booked → Paid), I’ll tailor the KPI list to match your exact workflow.

No — you don’t have to use bank products. Bank products are optional, in our business model and not all of your client base will be eligible for a Refund Advance, Banking partners decide what clients are approved for.

What are bank products (in plain terms)?

They’re options that let clients pay your prep fees out of their refund (instead of paying upfront). That convenience can help some clients move forward faster—but it can also come with rules and processing steps.

How do you keep 100% of your existing client fees?

You keep 100% of your fees by instructing your existing client base to utilize your unique Tax Pro Link for onboarding. Whatever fees you set will be routed to you depending on the client payment method.

Most common ways:

Client you pays upfront (card, invoice, cash app options, etc.).

Direct pay links/invoicing CRM or Merchant account system.

Clear fee agreements + payment collected before filing (where applicable)

If you have an EFIN (or you’re actively applying for one):

You can position yourself to purchase your tax software directly and operate under your own tax business structure.

What having an EFIN changes.

With an EFIN track, you’re building your operation—so you can:

Set up your own filing workflow (based on your approvals and provider requirements)

Choose the software package that fits your volume and business goals

Scale with more control as you grow

What you’ll need to purchase software direct (high level)

Software providers typically require:

An active EFIN (or proof you’re in process, depending on provider)

Your business information (entity + contact details)

Any required compliance items tied to the provider (varies)

A setup call / onboarding steps to activate your account

How The Bureau supports you

When you choose EFIN Enrollment to join The Bureau, we help you:

Choose the right lane (solo preparer vs ERO growth path)

Get your systems organized (pipeline, follow-up, training, and marketing)

Avoid common setup mistakes that slow people down in season

Long story short, no, bank products are not required to join The Bureau, you can purchase software direct as well!

Affiliate Income Opportunities (Optional)

As you grow with The Bureau, you may also have the option to opt into affiliate income opportunities. These are designed for tax professionals who want to earn beyond tax prep by recommending tools, services, or programs that support their clients and/or their own business.

What it can include (examples)

Depending on your track and eligibility, affiliate options may include:

Referring business tools and support services

Referring education, training, or professional resources

Referring select software or partner programs (when available)

Important: Training + licensing may be required

Because we take compliance seriously, some affiliate opportunities require:

Additional training

Licensing and/or certification

Meeting minimum performance and compliance standards

How you qualify

Affiliate options are not automatic. They’re typically offered to partners who:

Stay active and in good standing

Complete required training tracks

Follow program guidelines and compliance expectations