The Collective CHOOSE YOUR PATH

THE COLLECTIVE MENTORSHIP

GET THE SUPPORT.
CHOOSE THE SETUP.

You can learn and grow with The Collective whether you already have tax software or need software included. The mentorship stays focused on education, guidance, weekly training, business growth, industry knowledge and community.

MENTORSHIP WITHOUT SOFTWARE MENTORSHIP + SOFTWARE

SAME EDUCATION. DIFFERENT PATH.

MENTORSHIP YOUR WAY

YOU DON'T HAVE TO CHANGE
YOUR ENTIRE BUSINESS TO LEARN.

Already have software? Keep it. Need software? We have a path for that too. The Collective gives tax professionals flexibility without taking away the education, mentorship and ongoing support.

OPTION 01

MENTORSHIP
WITHOUT SOFTWARE

Perfect for tax professionals who already have software, work under another office, have their own EFIN setup, or simply want education and mentorship without changing platforms.

BEST FOR:

Independent tax professionals, EROs, office owners and preparers who already have software access.

  • Tax education
  • Weekly live trainings
  • Mentorship and guidance
  • Skool Academy access
  • Training replays
  • Industry resources
  • Tax business education
  • Marketing and client-growth training
  • Community access
ENROLL WITHOUT SOFTWARE

WHAT BOTH OPTIONS INCLUDE

THE SOFTWARE MAY CHANGE.
THE SUPPORT DOESN'T.

01

Tax Education

Learn foundational, intermediate and advanced tax-industry topics.

02

Weekly Trainings

Continue learning through ongoing live education throughout the year.

03

Mentorship

Get guidance as you learn, build and navigate the industry.

04

Skool Academy

Access courses, resources, discussions and training replays.

05

Business Growth

Learn systems, marketing, client growth and tax-office operations.

06

Community

Build around other professionals who are serious about learning more.

MENTORSHIP BEYOND TAX RETURNS

THE QUESTIONS DON'T STOP
AFTER TRAINING.

01

Understanding tax concepts and how they apply in real situations.

02

Building confidence when handling unfamiliar tax scenarios.

03

Learning due diligence and compliance responsibilities.

04

Understanding IRS processes, CAF, amendments and authorizations.

05

Building stronger client and office workflows.

06

Learning how to market and grow a tax business.

07

Knowing what to research when you don't immediately know the answer.

08

Continuing your development beyond one tax season.

SO WHAT'S THE DIFFERENCE?

IT REALLY COMES DOWN
TO SOFTWARE.

FEATURE
WITHOUT SOFTWARE
WITH SOFTWARE

Tax Education

✓ ✓

Weekly Training

✓ ✓

Mentorship

✓ ✓

Skool Academy

✓ ✓

Business Education

✓ ✓

Community

✓ ✓

Tax Software

— ✓

HOW IT WORKS

CHOOSE. APPLY.
START LEARNING.

01

CHOOSE YOUR PATH

Decide whether you're interested in mentorship with or without software.

02

SUBMIT YOUR APPLICATION

Tell us about your tax experience, goals and the support you're looking for.

03

COMPLETE YOUR NEXT STEPS

We'll use your application to guide you toward the appropriate mentorship path.

04

KEEP GROWING

Attend weekly trainings, learn the industry and continue developing.

MENTORSHIP FAQ

BEFORE YOU
CHOOSE.

No. You can choose mentorship without software if you already have your own software or only need the educational and mentorship side.
You can still choose the mentorship-without-software option and learn through The Collective without changing your current software setup.
Yes. Ongoing weekly training is part of The Collective's education model.
Yes. Both mentorship paths include access to The Collective's Skool learning and community environment.
No. The Collective is built for tax professionals at different stages, including new preparers, experienced professionals, EROs and office owners.
The Collective

CONNECT • LEARN • GROW • WIN

PICK THE PATH.
KEEP THE SUPPORT.

APPLY WITHOUT SOFTWARE APPLY WITH SOFTWARE