Preferred Provider Program

Three positions.
Nine categories.
One trusted table.

Connect. Collaborate. Grow.

Participating providers offering resources and services for our professional community.

How a position works

Positions are confirmed after category availability is verified and enrollment is completed.

Step one

Send your category

Submit the request form with your business name and the primary category you serve.

Step two

We verify availability

We confirm your category still has an open position and review your services for fit with the community.

Step three

Your placement begins

Once enrollment is completed, your four month featured placement publishes and your spotlight goes out to the group.

What every Preferred Provider receives

A four month featured term inside a community of tax professionals looking for the services you offer.

Four month directory listing

A four month featured placement in the official online Preferred Provider Directory.

Custom provider graphic

A customized Preferred Provider graphic branded for your business.

Introduction and spotlight

An official introduction and business spotlight inside the group.

Two promotional posts a month

Two promotional posts each month outside of Freebie Friday.

Every Freebie Friday

Participation in every Freebie Friday during your term.

Educational content

Opportunities to submit educational content for the community.

One live training

The opportunity to request one approved live training during the four month term.

Exclusive member offer

Space to provide an exclusive offer for group members.

Category visibility

When members search for services within your category, your provider profile will be available inside the directory.

Renewal priority

Renewal priority before your position is released to the waiting list.

Multiple category policy

Each Preferred Provider placement includes one primary category. Qualified providers may request one additional category, subject to availability. A provider may hold no more than two category positions during the current enrollment period. Additional services may be mentioned in the provider's profile without receiving separate category placement.

The directory

Select a provider to open their full profile. Select an open position to request it.

Request a position

Category availability is verified before enrollment information is sent. Submitting this form does not reserve a position.

Three positions per category. If your category is full, we will add you to the waiting list for the next release.

Thank you

Your request has been received. Category availability will be reviewed before enrollment information is sent. Submitting this form does not reserve a position.