Tier 3: Icon Custom (EFIN + Custom Branding)

Build a Premium Tax Brand. Lead Your Own Team.

Perfect For: Tax professionals ready to establish their own brand, create a professional client experience, and scale a successful tax business.

What's Included

✔ Premium IRS-approved professional tax software ✔ Full software license under your business name ✔ Custom-branded dashboard with your logo & brand colors ✔ White-labeled client portal & secure document upload ✔ Unlimited user access for your growing team ✔ Dedicated onboarding & software setup specialist ✔ Custom client intake form (JotForm or Cognito Forms) ✔ Custom domain setup assistance (YourBrandTax.com) ✔ Iconic Marketing Suite (Canva templates, contracts & social media assets) ✔ Training on how to recruit, train, and manage your own tax team ✔ Business systems, workflows & automation strategies ✔ Priority technical support & account management ✔ Year-round mentorship & private Tax Icon community access

Requirements

• Active PTIN

• Active EFIN

• Laptop or desktop computer

• Reliable internet connection