Yes. An active EFIN (Electronic Filing Identification Number) is required to join TMB Tax Bureau as a software partner. The EFIN must be in good standing with the IRS and registered to you or your business entity.

If you do not yet have an EFIN, you can apply through IRS e-Services at irs.gov. The approval process typically takes 4–6 weeks so apply as early as possible — the IRS does not rush approvals. Do not wait until tax season to start this process.

Need help understanding the EFIN application process? Download our free ERO Quick-Start Checklist at tmbtaxbureau.com for a step-by-step walkthrough.

TMB Tax Bureau offers partnerships on three professional tax software platforms — TaxSlayer Pro, OLT Pro, and TaxWise Pro. Each platform is available across four membership tiers: Freshman, Sophomore, Junior, and Graduate.

All three platforms allow you to e-file federal and state returns with $0 splits — meaning you keep 100% of every preparation fee you charge your clients.

Not sure which platform is right for your practice? Book a discovery call at (855) 229-0329 and we will walk you through the differences based on your volume, complexity, and client base.

In traditional service bureau arrangements, the bureau takes a percentage of every preparation fee you charge your clients — typically 15–40%. That is called a split.

At TMB Tax Bureau, we charge zero splits. You pay a flat seasonal membership fee for your software access and the bureau services. Every dollar you charge your tax clients stays with you. If you charge $300 to prepare a return, you keep $300. TMB does not touch it.

This model rewards high-volume preparers and removes the penalty that traditional bureaus impose as your business grows.

Yes. If you have your own tax software and want to connect it to TRMCRM for client management, marketing automation, and workflows — we offer software integration services for outside platforms.

You provide your API credentials, complete a short intake form, and we handle the entire technical setup on our end. A brief Zoom may be required depending on your software's requirements.

Integration setup pricing for outside software is different from the TMB Tax Software integration pricing. Contact us to discuss your specific platform and get a setup quote.

Yes. Bank products including refund advances are available through TMB's software partnerships. Bank product availability and specific products vary by software platform and by tax season.

Bank product approval is handled through our software provider's banking partner and requires a separate application process. Contact us to understand what is available for your specific plan and platform before promising bank products to your clients.

User and location limits depend on your membership tier:

Freshman — 10 licensed users, single EFIN

Sophomore — single office setup

Junior — up to 3 locations and EFINs, unlimited users and returns

Graduate — unlimited locations, unlimited users and returns

Need to add locations mid-season? Contact us and we will discuss upgrade options based on your growth.

2026 season enrollment is currently open. We recommend enrolling as early as possible to allow time for EFIN verification, account setup, software configuration, and onboarding training before tax season begins.

Late enrollments are accepted subject to availability but we cannot guarantee full setup support for last-minute applications. Do not wait until December to start this process.

TMB Tax Bureau membership is a full service bureau partnership — not just a software license. Depending on your tier, your membership includes:

* Professional tax software (TaxSlayer Pro, OLT Pro, or TaxWise Pro)

* Branded mobile app for your clients

* Due diligence forms and compliance resources

* Marketing and business growth training

* Tax theory and continuing education modules

* TRMCRM seasonal trial (Sophomore and above)

* Access to the TMB community

* Admin staff training (Junior and above)

* Volume rebates and dedicated marketing VA (Graduate)

Visit the pricing page for a full breakdown of what is included at each tier.