There is a program for each kind of practice we serve — tax, accounting, audit, insurance, and financial services — and each one leads with its own software, branded in your name. Every partner gets all five regardless of where they come in. What changes is seats, how much of the marketing we run, and whether you are running a practice or licensing the platform to other practices.
Each program leads with its own software, branded in your name, and carries its own revenue opportunity on top. You get all five either way — this is just where you start.
Professional preparation software branded in your name, a seat for every preparer, and the marketing to keep the schedule full.
Bookkeeping, month‑end closing, and financial statements in one branded system, so the months between filing seasons bill like the ones inside it.
Notices, examinations, and audit protection run as a tracked service line instead of a fire drill.
The household you already serve, in a market you are not serving, with the licensed carrier side handled for you.
Planning delivered under your brand, built from the return you already have in the system.
You do not have to be a tax office to partner with us. Tax is the service every one of your clients already buys from somebody. An insurance agency, an advisory firm, or a bookkeeping practice can come in through its own program and add preparation to what it already does.
You are not locked into the one you start on. Most partners move up a track as the practice grows, and the platform moves with them.
You are the practice. The goal is a real platform, a real brand, and a second revenue line, without a firm’s overhead.
You have a team. The goal is one system everyone works in, and enough marketing to keep it busy.
You are running an operation. The goal is standardization across locations and margin that holds as you add them.
You stop being the practice and start being the platform other practices run on. The whole model changes.
Pricing is set on the fit call. Setup, seats, marketing tier, and which revenue programs you turn on all move the number, and a published price would fit almost nobody. Twenty minutes on the phone and you will have yours. Multi‑year terms are available and lock your rate for the full term.
Whichever program and size you come in on, you get all five systems and every revenue program. What scales is seats, locations, and how much of the marketing we run for you.
Book a 30‑minute fit call. We will look at your volume, your team, and what you are already sending out the door, and price it on the spot.