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Pioneer Express Partner Program

Start Where You Are. Build Where You're Going.

Whether you're entering the tax industry, ready to operate independently, or building an entire organization, there's a Pioneer Express partnership level designed for you.

Find Your Level
  1. 01PTIN
  2. 02ERO
  3. 03Service Bureau

Three stages of growth — move up when you're ready

Partnership levels

Choose the level that matches your next step.

Level 01

PTIN Tax Preparer

$199

Ideal for: Beginners or individuals ready to start preparing taxes under a certified ERO or Service Bureau.

What's included

  • Full tax training and mentorship
  • Access to your assigned ERO or Service Bureau team
  • Marketing templates and support resources
  • PTIN setup assistance and updates on tax law changes
  • Eligibility for referral commissions when people join using your link

Bonus & incentives

  • A personal referral link for every PTIN partner
  • Commissions direct-deposited to your account
Start as a PTIN Preparer

Level 02

Build your brand

ERO Partner

$599

Ideal for: Experienced preparers ready to brand their own company and file independently.

What's included

  • Full training and mentorship to help you grow and stay compliant
  • Branded tax software (your logo, name, and EFIN)
  • Bank product setup (Refund Advantage, Republic, or EPS)
  • Built-in CRM to manage leads, clients, and marketing
  • Ongoing mentorship and compliance support

Referral bonus

  • Earn direct commissions for every PTIN or ERO who signs up through your link
  • Payouts automatically deposited to your account
Become an ERO Partner

Level 03

Highest level

Service Bureau Partner

$1,999

Ideal for: Leaders ready to build full-scale teams, generate override income, and manage multiple preparers under one brand.

What's included

  • Your own service bureau license under your EFIN
  • Branded software and CRM system
  • Full leadership, marketing, and operational training
  • Dedicated bank setup under your credentials
  • Ability to hire and manage PTIN and ERO partners
  • Option to resell software access and set your own pricing
  • Weekly mentorship calls and profit-scaling sessions

Software system & tools

  • Integration with industry-leading tax software (TaxSlayer, TaxWise, CrossLink, Drake)
  • CRM lead and client tracking
  • Automated texts and emails
  • Team performance and commission tracking
  • Training modules, mentorship, and marketing tools

Referral & override structure

  • Custom referral link for every partner
  • Automatic commission crediting and direct deposit
  • Override bonuses from your team's production
Become a Service Bureau Partner

Compare

Which one is right for me?

Comparison of PTIN, ERO, and Service Bureau partnership levels
BenefitPTIN · $199ERO · $599Service Bureau · $1,999
Training & mentorshipIncludedIncluded + compliance supportLeadership & operations training
Works underAssigned ERO / Service BureauYour own EFINYour own service bureau license
Branded tax software—Your logo, name & EFINBranded software + resale option
CRM system—IncludedIncluded + team tracking
Bank product setup—Refund Advantage, Republic or EPSDedicated setup under your credentials
Marketing resourcesTemplates & supportMarketing toolsFull marketing & operational training
Build a team——Hire & manage PTIN and ERO partners
Referral commissionsPersonal referral linkDirect commissionsCommissions + team overrides
Mentorship cadenceOngoing mentorshipOngoing mentorshipWeekly calls & profit-scaling sessions
Investment$199$599$1,999

How it works

Three steps to get started.

  1. 01

    Choose Your Path

    Select the partnership level that fits where you are today.

  2. 02

    Get Set Up

    Complete onboarding and receive access to the applicable tools, training, and resources.

  3. 03

    Start Building

    Begin preparing returns, serving clients, or growing your team based on your partnership level.

You Don't Have to Build Your Tax Business Alone.

Join Pioneer Express TodayHave Questions? Talk With Our Team