Track’s Advisor Partnership Program

Strategic tax partnership in-Sync with your practice.

We get it — collaboration is everything. Sync is our Advisor Partner Program that integrates seamlessly with your practice, offering flexible tax planning and preparation tailored to your clients' needs, plus support for those one-off tax questions that pop up. 💡

Why Partner with Track via Sync?

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    Professional analysis of prior-year returns with optimization recommendations

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    Direct access to experienced tax professionals for client-specific questions

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    Sync community group (Circle) for peer discussion, strategy sharing, and crowdsourced solutions

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    20+ ready-to-use tax education materials plus monthly webinars

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    Bring a dedicated tax advisor alongside a tax return DIY client

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    No minimum clients or revenue-sharing required

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    Flexible billing arrangements with direct-to-client, hybrid, or bundled within your fees

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    Review of Holistiplan / Projections prepared by your team

Sync’s unique offering:

  • Professional analysis of prior-year returns with optimization recommendations

  • Direct access to experienced tax professionals for client-specific questions

  • Circle group for peer discussion, strategy sharing, and crowdsourced solutions

  • 20+ ready-to-use tax education materials plus monthly webinars

WHAT'S THE INVESTMENT?

✺ Frequently asked questions ✺

  • Not at all — you decide who we support. Refer one client or all. You're in complete control of which clients benefit from our tax services.

  • No problem! We can supplement that relationship with strategy or review-only work. No disruption required — we can help you work alongside existing tax professionals to add value where needed.

  • There is a minimum investment for the value of each tier, but no client minimum. This investment is reduced by each client added.

  • Yes — co-branding is available for the Elite program. Your clients will see your firm's branding on educational materials and communications, maintaining your professional image.

  • 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.

  • Our private Circle group connects you with fellow 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:

  • Schedule Discovery Call

    Let's chat about which partnership tier aligns with your practice needs and growth goals.

  • Join the Sync Community

    Select your tier and formalize our collaboration - click here for the Sync community.

  • Begin Implementation

    Work with our team to integrate Sync seamlessly into your practice workflow