B.Y.O.B. — BUILD YOUR OWN BRAND, YOUR OWN WAY
From access to influence to ownership—you’re one decision away from building your business like a CEO.
Select your package. Activate your next level. And let your results speak loud.
THE ACCESS PACKAGE
You don’t need another login—you need a real plan. The Access Package gives you everything to stop guessing and start profiting: coaching, unlimited users, tax law training, and marketing that works. This package is perfect for EROs and PTIN holders who need structure, guidance, and business systems to confidently build and grow. No splits. No renewal fees*. Just software and strategy that helps you get more clients, grow your team, and actually keep your coins. Why reinvent the wheel when we provide the blueprint?
THE INFLUENCE PACKAGE
The Influence Package is for tax pros who want to lead with brand authority and build a team that reflects their vision. You’ll get a white-labeled software platform with your brand front and center—perfect for building out a team, selling licenses, or even launching franchise-style operations. It comes with 10 free software licenses, expanded rebates, and the ability to generate multiple income streams without the headaches of full service bureau ownership. If you’re ready to increase your influence, your visibility, and your profits—this is your next move.
THE OWNERSHIP PACKAGE
The Ownership Package is for tax pros who are ready to step fully into leadership as a service bureau owner—not just use software, but own the system that others depend on. This package gives you everything included in Influence, plus full backend access, pricing power, and the power to build your own sub-bureau network. You won’t be figuring it out alone either—this package is guided by the blueprint of an award-winning service bureau that’s already done the work. If you’ve got the drive to lead, we’ll give you the infrastructure to dominate.