Tax Firm Launch Pad: Your Roadmap to Success

The Tax Firm Launch Pad is a comprehensive self-paced digital course designed to help you start and scale your own tax business with confidence. Whether you’re a brand-new entrepreneur or an experienced tax professional, this course provides the step-by-step blueprint to build, manage, and grow a profitable tax firm.

You’ll gain the skills, strategies, and insider knowledge needed to:

Set up your office front to back, including professional tax software.
Master business operations with our digital training modules.
Run your firm your way — with no split fees. You keep 100% of your tax prep, document, and e-file fees.
Manage unlimited users and even build your own team if you choose.
Set and keep your own backend fees, with payouts issued in July.
Receive personalized 1:1 mentoring to support your success.

As part of your enrollment, you’ll also gain free access to our Tax Forms 101 course, which teaches you how to confidently work with the most commonly used tax forms and schedules for both individuals and small businesses.

Exclusive Bonus: Platinum Automations CRM

Your package also includes 12 months FREE access to Platinum Automations, our all-in-one client relationship management system. This powerful tool helps you:

Build and host a professional website.
Create and sell unlimited courses.
Capture, nurture, and close leads.
Automate emails, texts, and follow-up campaigns.
Manage multiple calendars with built-in automations.
Build unlimited forms, surveys, and landing pages.
Stay connected with past, present, and future clients.

With Tax Firm Launch Pad, you’ll walk away with everything you need, the knowledge, tools, and technology — to launch, grow, and run a tax business that works for you.