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