YOU HAVE THE FOUNDATION.
NOW GIVE YOURSELF THE ADVANTAGE.
The standard opportunity already includes self-paced tax education, software education, onboarding resources, and in-season technical support for producing preparers.
The optional Preparer Advantage upgrade includes ADDITIONAL high-level resources to help you attract clients and maximize your production.
100% optional • Keep scrolling to see everything included
AI TRAINING FOR TAX PREPARERS
Unlock cutting-edge artificial intelligence prompts and workflows tailored specifically for client communication, marketing, and tax office productivity.
MARKETING & CLIENT ATTRACTION
Proven strategies and social media content ideas designed to help you attract clients, position yourself as a trusted professional, and build your tax book.
SCRIPTS & COMMUNICATION TEMPLATES
Pre-written client intake scripts, follow-up messages, email templates, and communication guidelines to streamline taxpayer interaction.
ADDITIONAL BUSINESS & SUPPORT VAULT
Access workflow tools, additional Q&A opportunities, business resources, group support channels, and optional credit education resources where permitted.
AI TRAINING MODULES FOR PREPARERS
SIDE-BY-SIDE COMPARISON
See what’s included in the standard opportunity versus the Preparer Advantage upgrade.
STANDARD OPPORTUNITY
Included Free for Selected Applicants- ✓ Self-Paced Tax Academy
- ✓ Self-Paced Software Training
- ✓ Structured Onboarding
- ✓ In-Season Tech Support for Producing Preparers
PREPARER ADVANTAGE
$99 One-Time PaymentEverything in the Standard Opportunity PLUS:
- ★ 7 AI Training Modules & Prompts
- ★ Marketing Resources & Content Ideas
- ★ Client Attraction Strategies
- ★ Pre-Written Scripts & Templates
- ★ Additional Group Support & Q&A
- ★ Productivity Tools & Resource Vault
Selecting "No Thanks" preserves your standard application with zero obligation.