Smart service bureaus don’t just offer software — they offer authority, training, courses and mentorship all under one roof.
With a fully branded, IRS-approved AFTR platform, your business becomes the one-stop hub your preparers can’t imagine leaving. It’s your name, your courses, your value — not someone else’s.
Why Offer AFTR?
*Meet IRS Annual Filing Season Program (AFSP) demand
*Attract & retain preparers with CE credit needs
*Position your brand as an authority
*Upsell our IRS-approved course for passive income
*Add value to your team and preparers
*No revenue split- you collect and keep your money
If you’re just getting your feet wet or want to test the waters with a small group, the Starter Kit is for you. You’ll get your own hosted branded AFTR course, complete with a private landing page, custom certificate with your business name & logo, admin portal to track students process, and 10 student seats to fill.
IRS reporting? We handle that!
Are you ready for the best part? You collect and keep all the money from your students — set your own price, your own terms, and upsell as you see fit. You handle your people, we handle the backend — easy, fast, and fully compliant.
Includes:
10 student logins
Branded landing page & certificate
IRS CE reporting included
Email support throughout the season
Ready to level up and make your AFTR offering a real revenue stream? The Growth Kit gives you room to grow with 25 student seats. Along with everything in Starter, we’ll throw in a branded promo kit (3 custom graphics + 3 email templates) so you can attract more students.
You still collect your student payments directly, under your terms and on your own platform — every dime stays in your pocket.
Includes:
25 student logins
Everything in Starter
Branded promo kit (3 social graphics + 3 email templates)
Email support throughout the season
When you’re serious about dominating your lane and want to offer a premium experience, the Pro Kit delivers. With 50 student seats plus premium extras, you are sure to be the talk of the industry plus the AFTR go-to. You’ll get everything in the Growth package — plus an upgraded branded promo kit (5 social graphics + 5 email templates) and a proven marketing plan to help you fill every seat with ease — without lifting a finger on the backend.
You still set your own pricing, collect payments your way, and keep every dollar.
But we're still not done, the Pro Kit comes with an exclusive 10% discount if you lock it in by August 1.
Includes:
50 student logins
Everything in Growth Kit
5 branded social graphics
5 branded email templates
Suggested marketing plan
Email support throughout the season
Exclusive major discount
I needed to finish my annual training for my PTIN and took the Tax IQ Academy course. It was reasonable priced, and they made sure that we all understood the answers and provided additional explanations to make sure we were prepared for this tax season!
Thank you, Tax IQ Academy, for an amazing course! This course has been one of the best courses I have attended. This course was not only informative, but also did a great job of explaining the complicated topics and making them interesting and easy to follow.
I waited to see if I would get any sales before I made this review. Which I was sure I would because the layout was good and the course descriptions were good. Im glad I ran into her post. I love my new website i just wish I could combine it with my tax site. I recommend their branded tax academy. I actually told my buddy about you guys.
I recently partnered with Tax IQ Academy to create a white-label website for my business, and I have to say so far so good. One of the highlights for me is that the courses are available in Spanish, which will significantly help my community. The buildout was incredibly quick, taking less than 10 days, and true to their word, my contact information is displayed throughout the site. They also designed the website to match my logo colors, which was a plus. Overall, I'm very satisfied with the result and believe this was a great investment.
I took the AFTR with Tax IQ Academy last year, and it was well put together. The material was well organized. Waiting for the release in June. I did pass my exam on the first try. Definitely worth the investment!
Great Company!!! Easy to study guides!! will recommend 100%