EFIN vs PTIN: What Do I Need to Get Started?

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Deciding between an EFIN (Electronic Filing Identification Number) and a PTIN (Preparer Tax Identification Number) can be a pivotal moment for tax professionals. Each comes with its own set of benefits and considerations, shaping the trajectory of a tax business.

EFIN: The Gateway to Direct Electronic Filing

The EFIN – it’s is your electronic filing passport, granting access to the world of efficient electronic filing. It’s like having a turbo-charged engine for your tax business – faster, smoother, and more advanced. With an EFIN, tax professionals can submit returns electronically to the IRS, offering clients a quicker and more streamlined experience.

However, obtaining an EFIN is not a walk in the park. It requires a significant amount of paperwork, a thorough application process, and compliance with strict IRS regulations. This can be a barrier for some tax professionals, especially those who are just starting or operating on a smaller scale. The complexity and stringent requirements of obtaining an EFIN might outweigh the benefits for those looking for a simpler solution.

Aside from all that, it can completely bar anyone who has ever had trouble with the law! Despite programs that will expunge records for certain types of crimes to allow people to have a second chance in society, the IRS has no such second chance program for people looking to restart their life for the better. 


PTIN: The Fast Lane for Tax Professionals

On the flip side, we have the PTIN – a Preparer Tax Identification Number. Think of it as the express lane for tax professionals. It doesn’t grant access to electronic filing like an EFIN, but it provides a simpler and quicker route for those who primarily focus on tax preparation services. The PTIN is obtained through a straightforward online application with fewer requirements compared to an EFIN. Convictions, even felony ones, don’t necessarily preclude you from obtaining a PTIN like they do with an EFIN.

Tax professionals can quickly get their PTIN, allowing them to legally prepare tax returns for clients. This makes it an attractive option for individuals who are just starting in the tax preparation business or those who prefer a more straightforward approach to kickstart their journey in the tax preparation industry.

Bridging the Gap – EFIN vs PTIN

Now, where does Taxx Collaboration fit into this choice? It acts as a bridge, offering support regardless of whether a tax professional chooses the advanced capabilities of an EFIN or the simplicity of a PTIN. 

For those venturing into the EFIN territory, Taxx Collaboration provides strategic support with the Taxx Collaboration Pro package. It acknowledges the benefits of electronic filing and offers tools and resources to take best advantage of using an EFIN for direct tax return transmissions. Taxx Collaboration Pro ensures that tax professionals can make the most of the advanced features an EFIN brings to the table.

For those opting for the PTIN route, the regular Taxx Collaboration package simplifies the journey. It acknowledges the practicality of a PTIN for certain tax professionals and provides tailored support to enhance the tax preparation experience. Taxx Collaboration ensures that tax professionals with a PTIN have access to the resources they need without unnecessary complexities and allows PTINs signed up under this package to share an EFIN with Taxx Savage. This means that returns are submitted for reviews, the review team looks them over for errors and either transmits them to the IRS directly or requests corrections. PTINs can rest assured that their submitted returns are in the hands of true experts.

A Closer Look at Taxx Collaboration’s Role

In addition to EFIN support, Taxx Collaboration recognizes the importance of collaboration in the tax preparation world, making it an excellent choice for those getting started as a tax preparer. It allows unlimited user access, fostering a team-oriented approach. This feature is valuable for tax professionals who want to build a team or collaborate with others in the industry, enhancing the overall efficiency of their tax business. Even for PTIN tax preparers, you can have your own office of preparers under you and start building your empire.

Furthermore, Taxx Savage acknowledges the need for flexibility in today’s fast-paced world. The inclusion of a mobile app in the program allows tax professionals to manage their tax business on the go. This level of convenience is especially beneficial for those who value mobility and want to stay connected to their tax business from anywhere.

When it comes to technical aspects, Taxx Collaboration ensures that tax professionals have robust technical support. Navigating tax software can be challenging, and having reliable technical support can make a significant difference. Taxx Collaboration’s technical support is designed to assist tax professionals in overcoming any software-related challenges, providing a smooth and efficient tax preparation process.

As part of its commitment to continuous improvement and staying ahead of industry standards, the Taxx Collaboration package offers software training. This training is not just a box to check; it’s a practical investment in the skills and knowledge of tax professionals. It ensures that tax professionals using Taxx Collaboration are well-equipped to handle the nuances of tax preparation and make the most of the software’s features.


Recognizing the importance of staying informed and up-to-date with IRS regulations, Taxx Collaboration goes a step further by offering IRS-approved courses. This feature ensures that tax professionals have access to relevant and approved training, enhancing their credibility and professionalism in the eyes of clients.

With this in mind, for those who are new to tax preparation or want to refresh their knowledge, Taxx Collaboration provides basic tax law training. This training serves as a foundational knowledge base, empowering tax professionals to navigate tax laws with confidence. It’s a subtle but essential feature that contributes to the overall competence of tax professionals using Taxx Collaboration.

Recognizing the diverse needs of clients, the Taxx Collaboration package opens doors to a range of bank products. This feature allows tax professionals to expand their service offerings, providing clients with additional financial solutions. It’s a big way of enhancing the value proposition for clients and increasing revenue opportunities for tax professionals.

Tax season can be a challenging time for tax professionals, with increased workload and client demands. Taxx Savage understands the importance of seasonal support and ensures that tax professionals receive dedicated support throughout the tax season. This commitment to support contributes to a smoother and stress-free experience for tax professionals during the busiest times of the year.

Finally, the crown jewel of Taxx Collaboration is its professional tax software, including the cutting-edge EFIN sharing program. Tailored to meet the unique needs of tax professionals, the corporate business version of the software is a powerful tool that elevates the tax preparation game. It’s not just about having software; it’s about having the right tool that aligns with the specific requirements of tax professionals using the Taxx Collaboration package.


Taxx Savage – Your Partner in Tax Success

The Taxx Collaboration package emerges as more than just a program; it’s a strategic partner in your tax success journey. Whether you choose the advanced capabilities of an EFIN or the simplicity of a PTIN, or opt for no efin tax software, Taxx Savage silently supports you, ensuring that your unique tax path is backed by the tools to thrive.

As you navigate the complexities of tax preparation, let Taxx Savage’s Taxx Collaboration be your trusted ally. It’s not about figuring out whether you’re team EFIN vs PTIN; it’s about having the support you need, whether you aim for electronic filing excellence or prioritize a streamlined tax preparation approach. 

This is where your tax success story begins!


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I don’t even know where to start! It didn’t take me long to figure out that this is the business that I wanted to business with. Working for other people filing taxes and getting clients, but not seeing any revenue from it was getting old. The fact that I get to SEE ALL THE REVENUE from filing taxes was all I needed to hear. They even sent me a demo to see how the software worked! FOR FREE!!! I worked with Beverly and she was absolutely AMAZING! Taxx Savage wants you to succeed. I absolutely love it. I do recommend this software and working with them to build your own business!

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