TAX PARTNERSHIP
LEARN | BUILD | EARN | GROW
SIGNED WITH PURPOSE TAX PARTNERSHIP
LEARN THE SKILL.
BUILD THE CLIENTS.
EARN THIS TAX SEASON.
Get the professional tax software, tax law training, CRM, marketing tools, systems, and ongoing support to build your clientele and step into tax season prepared.
One-Time Enrollment
EVERYTHING YOU NEED
More Than Tax Software.
Your $99 Tax Partnership gives you access to the tools, training, systems, and resources designed to help you get started, stay organized, attract clients, and grow throughout tax season.
PROFESSIONAL TAX SOFTWARE
Prepare and e-file client returns through the partnership.
TAX LAW TRAINING
Ongoing education to strengthen your tax knowledge.
WEEKLY LIVE TRAINING
Live sessions covering tax, software, systems, marketing, and more.
CLIENT CRM
Manage leads, track progress, and organize your client journey.
CLIENT INTAKE FORMS
Professionally structured forms to collect client information.
MARKETING TOOLS
Ready-to-use materials and strategies to promote your tax services.
COURSE + COMMUNITY ACCESS
Training courses, replays, resources, and a supportive community.
LIVE SOFTWARE SUPPORT
Get help when you need it.
ONGOING SUPPORT
Resources, updates, and guidance throughout tax season.
EVERYTHING ABOVE
$99
ONE-TIME
TAX PARTNERSHIP
ENROLLMENT
Learn. Build. Earn. Grow.
HOW IT WORKS
Your Path to Tax Season Success.
JOIN
Enroll in the Tax Partnership for $99.
GET SET UP
Complete registration and onboarding.
LEARN + MARKET
Use the training, systems, marketing resources, and tools.
PREPARE
Put your skills, tools, and systems to work for tax season.
KNOWLEDGE MATTERS
Learn More Than Just the Software.
Tax preparation requires more than knowing where to click. The partnership includes ongoing tax law training, marketing strategy, systems, and real-world guidance to help you build a strong foundation.
- Tax law training
- CRM and client management
- Client intake forms and funnels
- Marketing tools and strategy
- Weekly live training
- A supportive community
READY TO MAKE TAX SEASON COUNT?
LEARN THE SKILL. BUILD THE CLIENTS. EARN THIS TAX SEASON.
Get the software, tax law training, CRM, marketing tools, systems, and support to step into tax season prepared.
