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Revenue & Clientele Accelerator

The Premier Suite

The Premier Suite Package is engineered for preparers who want to go beyond learning taxes and start building a thriving clientele and generating substantial revenue. It includes live interactive training, client-growth strategies, and 100% fee retention so every dollar you charge stays in your business.

Investment

$899

One-time package fee

The Premier Suite software package
Most Popular
No Revenue Share REVENUE SHARE
EFIN required REQUIRED
PTIN REQUIRED

Everything in

Your Premier Suite package

A complete business-in-a-box. Below is the full inventory of software, training, and operational support delivered with this suite.

01
ALL EXECUTIVE SUITE SOFTWARE & TOOLS
02
100% TAX PREPARATION FEE RETENTION
03
LIVE & ADVANCED FILING TRAINING
04
PROVEN MARKETING MATERIALS & CAMPAIGNS
05
CLIENT ACQUISITION & RETENTION PLAYBOOKS
06
CUSTOM BRANDED CLIENT INTAKE
07
BANK PRODUCT INTEGRATION & ADVANCES
08
MULTI-PREPARER LOGINS & SUB-OFFICES
09
ADVANCED TAX LAW & DEDUCTION MASTERY
10
EXPERIENCED BUSINESS COACHING
11
TAX OFFICE COMPLIANCE AUDIT PREP
12
RECURRING CLIENT GROWTH SYSTEM
13
PRIORITY TECHNICAL SUPPORT DESK
14
FINANCIAL EDUCATION RESOURCES
15
YEAR-ROUND ADVISORY SUPPORT
16
TEAM RECRUITMENT & EXPANSION BLUEPRINT

At an example 8.25% sales tax rate, estimated totals would be $648.42 / $973.07 / $1,406.17 / $2,163.92 respectively. Actual sales tax is calculated according to the customer's state and individual product/service taxability rather than applying a flat rate nationwide.

The Onboarding Path

4 Steps to Get Started

1

Secure Your Package

Make your payment to lock in your selected suite.

2

Sign Your Agreement

Sign your service agreement to activate your account.

3

Complete Setup

Complete the Account Setup Form and your software is delivered with login instructions.

4

Start Building

Get access to our training and community to start building your business.