–––– Membership

Membership

Membership is more than access to continuing education—it’s an investment in your knowledge, your confidence, and the success of your practice. Whether you’re building your career or bringing years of experience to the profession, our membership gives you flexible, on-demand education designed to keep you informed as tax laws, regulations, and industry practices evolve.


Gain practical knowledge you can put to work for your clients, maintain your professional credentials with high-quality continuing education, and turn complex tax and accounting topics into solutions you can use every day. Beyond education, you’ll have access to experienced professionals, valuable resources, mentorship, and a community that understands the challenges you face.


With membership options designed for different education and support needs, you can choose the level that works for you while gaining the tools, guidance, and connections to strengthen your expertise, expand your services, grow your practice, and deliver exceptional value to your clients throughout the year.

Monthly
Annual Save with annual billing
Essential
The foundation for your professional development.
$149 /year
Billed annually

Benefits
  • 6 Total credit hours of education included
  • Latest update and guidance
  • ALL Credits handled - IRS, AFSP, EA, CPA, CFP
  • Fast reporting (hours reported in 24 hours or less)
Support & Tools
  • Responsive support team always ready to assist
Discounts
  • 5% Discount to Live Events
  • 5% Discount on online education and webinars
Premier
The ultimate membership for serious professionals.
$984 /year
Billed annually — 2 months free

Benefits
  • ALL the benefits from the Essential and Professional Membership PLUS:
  • 100+ Self-Study Credits at no additional charge
  • Over 100 online courses, including year end tax updates
  • 4 additional Tax Consult Calls per year included (20 Minute Consults) (total of 8)
  • Access to Monthly Education Webinars included - 12 per year, always new content!
Support & Tools
  • Custom Training Development Plan
Discounts
  • 30% Discount to live events
  • 50% Discount on advanced online education, webinars, and certification programs
–––– Compare Membership

See exactly what's included at every level

Membership is more than continuing education—it’s a commitment to your professional growth and the success of your practice. Enjoy flexible, high-quality education that keeps you informed, strengthens your expertise, and gives you practical knowledge you can confidently put to work for your clients.


With trusted resources, experienced guidance, meaningful mentorship, and a supportive professional community, you’ll have more than education — you’ll have a partner in your success. Choose the membership level that fits your goals and gain the knowledge, support, and connections to stay ahead, grow your practice, and serve your clients with confidence.

Feature Essential Professional Premier
Education & Training
Ethics self-study course — 2 hrs ✓ ✓ ✓
Choice of 4 hrs of self-study courses ✓ ✓ ✓
Latest updates and guidance ✓ ✓ ✓
All credits handled — CPA, EA, CFP, IRS, AFSP ✓ ✓ ✓
Fast reporting (hours reported in 24 hrs or less) ✓ ✓ ✓
Cybersecurity webinars — 4 hrs – ✓ ✓
Additional 6 hrs of self-study courses – ✓ ✓
Get Ready for Tax Season — annual group Q&A webinar – ✓ ✓
2 hrs update webinars per year included – – ✓
Full access to webinars & self-study courses — 100+ hrs – – ✓
Monthly education webinar — newly created content – – ✓
Discount on online education & webinars 5% 25% 50%
Discount on live events 5% 20% 30%
News & Support Resources
Responsive support team, always ready to assist ✓ ✓ ✓
Monthly email newsletter – ✓ ✓
Tax consult calls per year (20-minute calls) – 4 8
Community support — added to member community – ✓ ✓
Custom training development plan – – ✓