Track’s Advisor Partnership Program
Strategic tax partnership in-Sync with your practice.
Collaboration is everything and Sync is our Advisor Partner Program that integrates seamlessly with your practice. We offer flexible tax planning and preparation tailored to your clients' needs, plus support for those one-off tax questions that pop up.
Transform Your Practice with
Integrated Tax Services
Join leading financial advisors who've enhanced their client experience
Choose Your Pricing Model
Select how you want to structure fees
How many clients will you serve?
Select the number of clients for your tax service partnership
Total Investment
Annual platform fee
15 clients × $300 each
Example only - priced per client situation
Advisor Pays:
Each Client Pays:
Your Complete Tax Partnership Toolkit
Dedicated CPA Team
Weekly office hours & consistent support
Custom Onboarding
Personalized implementation for your practice
Co-Branded Materials
Client One-Pagers on requested topics
Advisor Focused Tax Education
Online community knowledge sharing and tax webinars
FREE Prospect Reviews
Unlimited tax return reviews for prospects of your firm
Reserved Capacity
Reserved spots for new clients year-round
"Sync is our commitment to partner with financial advisors to do more than just file taxes. We help clients move closer to their goals with a team of trusted advisors."
— Conner Kelderman, CPA - Owner @ TrackEverything Included in Your Partnership
Comprehensive support to elevate your practice and deliver exceptional tax planning
Advisory Support & Resources
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✓Strategic Advisor Check-InsCheck-in with your Sync team to review the client list for opportunities, updates, questions, and to optimize your tax planning approach
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✓CPA Office HoursScheduled live video call access to experienced Tax Advisors for real-time guidance/answers on client questions, tax scenarios, and planning strategies. Pop-in and chat!
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✓Reserved CapacityReserved availability for new client onboarding throughout the year, even during tax season (extensions may be required).
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✓Review Tax Returns Before ClientCompleted tax returns sent to the advisor first to confirm all gaps are filled before sending to the client - preparing you for client conversations.
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✓Year-End Tax Summary LettersReview of your customized year-end tax summaries for each client
Client Experience & Materials
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✓Custom OnboardingPersonalized client onboarding process that integrates into your ideal client experience
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✓Client Facing One-PagersProfessional tax education materials and guides you can share with clients to explain strategies, deadlines, and planning opportunities
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✓Client / Advisor IntegrationCommitment to integrating services for a collaborative approach to each client relationship.
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✓Non-Track Tax Projection ReviewBounce a client tax projection off of us even if they are not yet a Track tax client.
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✓Prospect Tax Return ReviewsProfessional review of prior-year returns for prospective clients to identify missed opportunities and planning strategies
Training & Technology
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✓Access to Client's TaxDome AccountIntegrated access with each client's secure portal where you can upload documents, review requests / tax returns, and access their tax information year-round
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✓Sync Online Community AccessExclusive Circle group to connect with other advisors, share best practices, and get answers from the Track team
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✓Webinar AccessQuarterly educational webinars on tax strategies, law changes, and planning techniques to keep you at the forefront of tax planning
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✓Sync NewsletterMonthly newsletter for financial advisors with tax updates, law changes, deadline reminders, and planning tips to keep you informed
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✓Client Advisory CallsWant to bounce a tax question off us - think of it as if it can be answered in 15 or so minutes, it's included. Longer and we probably should engage paid services to review.
Sync’s unique offering:
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Professional analysis of prior-year returns with optimization recommendations
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Access to experienced tax professionals for client-specific questions that can be answered in about 15 minutes - more complex questions may require further review and engagement of paid services
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Circle group for peer discussion, strategy sharing, and crowdsourced solutions
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Ready-to-use tax education materials plus webinars on tax topics
✺ Frequently asked questions ✺
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No, refer one client or all. You're in complete control of which clients utilitze our tax services.
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No problem! We can supplement that relationship with strategy or review-only work and work alongside existing tax professionals to add value where needed.
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There is no minimum number of clients. The Sync platform fee and the per client fees are separate.
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Yes, co-branding is available upon request so that your firm's branding is included on educational materials and communications.
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Completely flexible. Choose direct billing (clients pay Track directly), bundled billing (you include Track’s services in your fees), or a hybrid approach. We adapt to your preferred client relationship model.
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Our private Circle group connects you with fellow advisors alongside our team of Tax Advisors for peer discussion, strategy sharing, crowdsourced solutions, and real-time tax updates. It's like having a team of tax experts at your fingertips. 🤓
where to start:
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Schedule Discovery Call
Let's chat about the partnership and how it aligns with your practice. Complete the “Get Started” form to schedule a call.
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Join the Sync Community
Join the Sync Community and formalize our collaboration - click here to join.
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Begin Implementation
Work with our team to integrate Sync seamlessly into your practice workflow