Scale is a comprehensive program for established tax professionals who want to grow their client base, strengthen their brand, and create sustainable business systems. You’ll get direct access to experienced business coaches, professional-grade tax software, and everything needed to register with the IRS and offer tax loans to your clients.

This program includes both strategic guidance and practical tools. Our coaches help you develop your team, implement smarter workflows, and identify new revenue opportunities. You get the complete infrastructure to serve clients professionally and scale with confidence.

• Professional tax software with full training
• Experienced business coach for strategic guidance
• IRS registration and bank registration support
• Tax loan offering capability and setup
• Custom business branding and naming
• Client forms library and templates
• Payroll setup for your business
• Monthly tax law updates
• Full ERO support team access
• Tech support and system implementation help