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PTIN Holders Tax Software

No EFIN Needed

 Launch fast. File faster. Keep more.
Cloud-based 1040 software with the essentials you need to start today - and scale tomorrow. 


 PTIN Solo Plan – Best for new & solo preparers

  • Unlimited e-files, e-signature, client portal
    Quick-start training & support


 Why PTIN Preparers Choose DTS

  • Cloud-Based & Simple - Log in and start filing in minutes.
  •  Unlimited E-Filing - No per-return surprises.
  • Paperless & e-Signature - Collect docs + sign anywhere.
  • Refund Quote Calculator - Close clients on the spot.
  • Mobile Client Portal - Clients upload docs from their phone.
  • Priority In-Season Support - Real help when it’s busy.


What’s Included

 Secure cloud software (1040 + schedules)  

  • Client intake forms & templates  
  • Basic marketing kit (social posts + flyer)  
  • Quick-start videos (set up, first return, e-file)  

Upgrade anytime to add bank products, branded mobile app, and multi-user teams.


PTIN SOFTWARE ENROLLMENT
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