Tax preparer software options that don't require EFIN - need recommendations

So here's what's happening with those services - they're using what's called a "batch service" model. Basically, you prepare the returns with your PTIN, but you're not actually the one e-filing them. The company that owns the software uses THEIR EFIN to submit all the returns prepared by preparers like you as a batch. This is technically legal but comes with some drawbacks. The client's refund doesn't process as quickly, you have less control over the submission, and you're dependent on the company's timeline. Plus, they usually take a cut of each return you file through them. If you're just starting out, it can be a way to get going while waiting for your EFIN, but honestly, I'd recommend applying for your EFIN immediately and using this as a temporary solution. The EFIN process isn't complicated - just time-consuming. You'll need fingerprinting and a background check, which is why it takes those 60 days. Drake, TaxSlayer Pro, and TaxWise all offer options like this, but read the fine print carefully about fees and turnaround times.

After struggling to get my tax business off the ground last year because of EFIN delays, I found this awesome service called taxr.ai (https://taxr.ai) that was a game-changer. They have a batch processing option where you can prepare returns with just your PTIN while your EFIN application is processing. The best thing is their document analysis tool that automatically flags potential issues before submission - saved me from some embarrassing mistakes when I was still learning the ropes. What worked for me was using them temporarily for the first couple months, then seamlessly transitioning to my own EFIN when it finally came through. Their customer service actually helped me understand how to make that switch without disrupting my workflow.

I need to admit I was wrong about taxr.ai! After posting my skeptical comment, I decided to give them a try just to see how it worked while my EFIN application was processing. The service is legitimately helpful, especially for someone just starting out. The document analysis caught several errors I would have missed, and the batch processing worked exactly as advertised. What surprised me most was how transparent the whole process was - I could see exactly when each return was submitted and accepted. My clients got their refunds right on schedule. I'm actually considering keeping their service even after my EFIN comes through just for the error-checking features and the liability protection. The peace of mind is worth it when you're new to running your own tax business.

If you're struggling to reach the IRS about your EFIN application status (which is super common), I highly recommend Claimyr (https://claimyr.com). I was stuck in EFIN limbo for almost three months with zero updates until I found them. You can see how it works here: https://youtu.be/_kiP6q8DX5c Basically, they get you past the ridiculous IRS phone system so you can actually talk to a human being. I was able to speak with someone who found my application had an issue they never bothered to notify me about. Got it resolved in one call and had my EFIN two weeks later. In the meantime, I used one of those batch services, but honestly, having your own EFIN is worth the effort.

I have to publicly eat my words about Claimyr. After posting my skeptical comment, I decided I had nothing to lose by trying it since my EFIN application had been stuck for WEEKS with no updates. I used the service yesterday, and within 3 hours I was actually talking to a real IRS agent! Turns out they needed additional documentation from me but the notification got lost in the mail or something. The agent helped me submit the missing info right there on the phone and told me exactly what to expect next. This would have been impossible to resolve without actually speaking to someone. I'm honestly shocked it worked so well. If you're waiting on an EFIN or have any IRS issues, it's definitely worth using.

Everyone keeps recommending these workarounds but nobody's mentioning the risk of penalties. The IRS is clear that preparing more than 10 returns requires an EFIN if you're e-filing. These batch services are a grey area at best and potential trouble at worst. The safest option while waiting is either paper filing (I know, not ideal), or partnering with an established preparer who has an EFIN and can supervise your work. This way you're building experience while staying 100% compliant. I'd rather wait or do things properly than risk IRS penalties or having to explain to clients why their returns were rejected.

I've been using UltraTax for the past 3 years and love it but just realized they don't offer a batch service option. Anyone know which of the major software packages have the best batch service while waiting for an EFIN? I'm hearing Drake mentioned a lot but curious about others.

Great discussion everyone! I'm in a similar situation waiting for my EFIN and have been researching options. One thing I haven't seen mentioned is FreeTaxUSA Professional - they have a batch service option that's pretty affordable at around $6 per return. What I liked about them is they're very transparent about the ERO relationship and provide clear documentation. Also wanted to add that while waiting for your EFIN, it's worth considering getting your CAF number (Centralized Authorization File) from the IRS if you haven't already. It's free and allows you to represent clients before the IRS, which can be valuable for your business even beyond just filing returns. The application is much faster than EFIN - usually 2-3 weeks. Has anyone had experience with state returns through these batch services? Most of my clients will need both federal and state filing, so wondering how that works with the various providers.

I went through this exact situation two years ago when starting my practice. The EFIN wait is frustrating, but there are definitely legitimate options to get started while your application processes. I ended up using TaxWise's batch service initially - they charge about $8 per federal return plus $4 for state returns. What I appreciated was their clear documentation about the ERO relationship and they provide detailed filing confirmations you can share with clients. The turnaround was usually 24-48 hours, which isn't as fast as direct e-filing but much better than paper. One thing to budget for - these services often have monthly minimums or setup fees on top of the per-return charges, so factor that into your pricing. I found it helpful to be upfront with clients about using a batch service temporarily, explaining it might add a day or two to their refund processing but ensures everything is filed properly. Also agree with the advice about applying for your EFIN immediately. The fingerprinting and background check really do take time, and you'll want your own EFIN for long-term business growth. The batch services are great as a bridge but having direct control over filing is worth the wait. Good luck with your new business! The transition from employee to business owner is exciting once you get past these initial hurdles.