PTIN Partner
Starting at$99
Start preparing taxes with software, training and support.
- Professional tax software access
- CRM and client management tools
- Tax preparation training
- Mentorship / group support
- Marketing resources
Taxes • People • Opportunity
Where tax expertise meets
opportunity.
Professional tax services for clients. Tools, training and support for tax professionals ready to grow. Everything starts right here.
Clear paths for filing, coaching, joining the team and building in tax.
Build with Raven.Strategy, education and practical support for your next move.
What do you need today?
No digging through the site. Choose your path and go.
I need tax services.
Start your tax filing process with Infinity and get routed to Raven’s secure filing system.
File With Infinity →I’m ready to build.
Compare PTIN Partner, PTIN Plus and ERO software options in one place.
Explore Programs →I want 1:1 coaching.
Get personalized business strategy and guidance directly with Raven.
Book A Call →I want to join Infinity.
Apply to become part of the Infinity tax team and begin the onboarding process.
Join The Team →More Than Tax Season
Tools. Training. Support. Growth.
Infinity is built to serve both tax clients and tax professionals, with clear systems for the stage you’re in now.
Tax Preparation
Professional preparation for individuals and businesses through Raven’s secure filing workflow.
Tax Training
Step-by-step education and resources designed to help preparers build real skills.
Mentorship
One-on-one or program-based support to help you operate with more confidence.
Business Systems
Software, CRM, templates and workflows to help you run a stronger tax business.
Marketing Support
Practical guidance and resources to help you attract clients and grow your visibility.
Choose Your Level
Build your tax business with Infinity.
The three core paths are visible up front so people can quickly understand where they fit.
Most Popular
PTIN Plus
$250
Go beyond software with personalized guidance and hands-on business support.
- Everything in PTIN Partner
- One-on-one coaching with Raven
- Personalized business strategy
- Client acquisition guidance
- Priority support
ERO Software
$399
Software and business support for tax professionals with their own EFIN.
- Professional tax software
- CRM system
- File under your own EFIN
- Business growth strategies
- Year-round support
Strategy. Support. Growth.Business guidance that meets you where you are and helps you move forward.
Build With Raven
Clarity before the next move.
For tax professionals who need more than a software login, Raven’s one-on-one support can focus on business setup, client acquisition, marketing, workflow and growth strategy.
1:1 GuidanceBusiness StrategyMarketingTax Growth
Client Resources
Useful IRS links, right where clients need them.
A quick-resource area inspired by the directness you liked on the reference site, without copying its design.
Where’s My Refund?Check the status of a federal tax refund.Open IRS Tool →
Get TranscriptAccess IRS tax records and transcripts.Open IRS Tool →
Identity Protection PINApply for or retrieve an IRS IP PIN.Open IRS Tool →
IRS PaymentsMake federal tax payments directly with the IRS.Open IRS Tool →
Identity Theft HelpAccess IRS identity theft resources.Open IRS Tool →
Your Next Move Starts Here
File. Build. Grow.
Need your taxes filed? Ready to enter the industry? Want direct business guidance? Infinity gives each person a clear next step.