BEGINNER AND NEW PTIN HOLDERS
PTIN Set-Up
CG6 E-File Academy – Step-by-step training to master tax preparation, compliance
Client portal/client mobile app
Weekly Coaching & Community Access – Learn, ask questions, and grow with other CG6's Users
Professional Tax Software
Done-For-You Systems – From SOPs to workflows, everything is set up for success.
Individual 1040, 1040NR
Business/Corp Forms 1120, 1120S, 1065, 1041, 2290, 990, 720, 709, 706, 5500, 8849 and 8038CP
All States + DC (that require tax filing)
Free e-filing
Unlimited Tech Support
FOR EXPERIENCED TAX PROS
EFIN & PTIN Set Up
Everything in Package 1, plus
Tax Law Updates
DIY Private-Label AI Tax Office – Launch under your brand name with all tools ready to go
Online Tax Training Available
Prior year return
Custom Tax Pro Academy – Train your preparers under your system while keeping them compliant and profitable.
White-label CG6 E-File Tax Software – Give your team tax prep access directly through your branded platform.
Built-In CRM – Manage your clients and team seamlessly while unlocking new revenue streams
Team Access – Scale by onboarding and managing multiple preparers under your office
Marketing & Automation Systems – Attract, convert, and retain clients with enterprise-level tools
FOR EFIN HOLDERS AND TAX OFFICE
Everything in Package 1 &2, plus
Exclusive CG6 E-File Prep software
Advanced automations to
streamline office workflow
Ongoing support + community access
Multi-office setup
AI-Powered Apps & Tools – Save time, stay compliant, and work smarter with automated solutions.
Back up client data to your computer
Ability to choose the online interview style or direct input software
Corporate Income Tax filing
Network capabilities
Document Manager
Free customer support
Book a Call to Find Out More and Get Access to:
Professional Tax Software
Unlimited E-Files & Clients
Branded Mobile App
Easy Remote Signatures
How To Create Irresistible Offers For Your Tax Office!
The Ultimate Guide To Creating Referral Promotions
The 10x Referral Strategy
Fast Action Prospecting Strategies
Bulletproof List Building Formula
How To Generate An Endless Supply of Customers With Tax Nitro
Automate Your Tax Office With Tax Nitro
BONUS: Tax Return Exercises For Team Training
CG6 E File Tax Software Power by OLTpro.
