Tools & Resources

Everything You Need to Work Smarter and Earn More

At Prime Tax Network, we don’t just give you access — we give you an ecosystem. From client management tools to marketing templates, we equip you with professional-grade resources that make running your tax business simple, smooth, and scalable.

What’s Included With Your Agent Setup

Tax Software
Professional-grade platform covering all returns and refund transfers.

EFIN Access
Skip the process — we provide it for you.

Mobile App for Clients
Clients can securely upload docs and sign from their phones.

Built-In CRM
Track clients, returns, and payouts in one dashboard.

Bank Product Integration
Offer refund advances, direct deposit, and more.

Marketing Templates
Done-for-you email, text, and social media content.

Weekly Payouts & Tracking
Get paid weekly and track everything with ease.

Ongoing Support
Live help with tax prep, tech issues, and business questions.

Start Your Business With the Right Tools

We’ve taken care of the hard part — all you need is your PTIN. Join Prime Tax Network and get instant access to everything listed above and more.

Become an Independent Agent Today