Preferred Provider Program
Participating providers offering resources and services for our professional community.
Positions are confirmed after category availability is verified and enrollment is completed.
Submit the request form with your business name and the primary category you serve.
We confirm your category still has an open position and review your services for fit with the community.
Once enrollment is completed, your six month featured placement publishes and your spotlight goes out to the group.
A six month featured term inside a community of tax professionals looking for the services you offer.
A six month featured placement in the official online Preferred Provider Directory.
A customized Preferred Provider graphic branded for your business.
An official introduction and business spotlight inside the group.
Four promotional posts every week of your term, inside the community.
Opportunities to submit educational content for the community.
The opportunity to request one approved live training during the six month term.
Space to provide an exclusive offer for group members.
When members search for services within your category, your provider profile will be available inside the directory.
Renewal priority before your position is released to the waiting list.
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.
Select a provider to open their full profile. Select an open position to request it.
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.
Your request has been received. Category availability will be reviewed before enrollment information is sent. Submitting this form does not reserve a position.
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