Elite Partner

For Serious Operators Who Want More

You're not here to dabble. The Elite Partner program is built for people who are committed to operating at a higher level, with better payouts, smarter tools, and the efficiency to match.

The Problem

Most tax professionals leave money on the table because they're using entry-level tools and structures. Without the right system, you're working harder for less.

What You'll Walk Away With

Higher payout splits, premium tools, and a streamlined operation that works harder so you don't have to.

What's Included

• Premium tax software access with higher payout tiers
• Advanced tools and workflow optimization
• Business setup and structure support
• Full banking integration
• Bank Products Access — offer your clients refund advances, fee withholding, and refund transfers
• Priority support

What Are Bank Products?

Bank products let you offer your clients powerful financial options at tax time:

• Refund Advances — clients get a portion of their refund upfront
• Fee Withholding — your prep fee is deducted from the refund (no out-of-pocket cost to your client)
• Refund Transfers — refund deposited to a temporary account, fees deducted, remainder sent to client

Step Into the Elite Level

Join the Elite Partner program today for $999.