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 (CRM)

✔ 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