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. 💡

Sync Track Pricing Calculator

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

clients
15
Quick select:

Total Investment

Sync Platform Investment
Annual platform fee
5,000
Sync Client Integration
15 clients × $300 each
4,500
Tax Services (per client)
Example only - priced per client situation
1,200
Advisor Annual Payment 8,000
Client Direct Payment 18,000

Advisor Pays:

Sync Platform Investment 3,500
Sync Client Integration 4,500
Total Advisor Investment 8,000
Per Client Per Year 533

Each Client Pays:

Tax Services 1,200
Total per Client 1,200
Per Client Per Year 1,200

Everything You Need to Succeed

Dedicated CPA Team

Weekly office hours & priority support

Custom Onboarding

Personalized implementation for your practice

Co-Branded Materials

Full suite of client resources

Advisor Focused Tax Education

Online community knowledge share and tax topic webinars

FREE Prospect Reviews

Unlimited tax return reviews for prospects

Priority 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 @ Track

Everything Included in Your Partnership

Comprehensive support to elevate your practice and deliver exceptional tax planning

🤝

Advisory Support & Resources

  • ✓
    Strategic Advisor Check-Ins
    i
    Check-in with your Sync team to review the client list for opportunities, updates, questions, and to optimize your tax planning approach
  • ✓
    CPA Office Hours
    i
    Scheduled 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!
  • ✓
    Reserved Capacity for New Clients
    i
    Guaranteed availability for new client onboarding throughout the year, even during busy tax season - ensuring you never have to turn away growth opportunities
  • ✓
    Review Client Tax Returns Before Client
    i
    Elite service where our CPAs send completed tax returns to you for review first (before the client), helping you confirm everything on your side and prepare for client conversations
  • ✓
    Custom Onboarding
    i
    Personalized client onboarding process that integrates into your ideal client experience
  • ✓
    Year-End Client Tax Summary Letters
    i
    We'll review your customized year-end tax summaries for each client
✨

Client Experience & Materials

  • ✓
    Access to Client's TaxDome Account
    i
    You have integrated access with client's secure portal where you can upload documents, review requests / tax returns, and access their tax information year-round
  • ✓
    Client Facing One-Pagers
    i
    Professional tax education materials and guides you can share with clients to explain strategies, deadlines, and planning opportunities
  • ✓
    Sync Newsletter
    i
    Monthly newsletter for financial advisors with tax updates, law changes, deadline reminders, and planning tips to keep you informed
  • ✓
    Non-Track Client Projection Review
    i
    Tax projection reviews for clients not yet enrolled in full Track services - perfect for demonstrating value to prospects
  • ✓
    Non-Track Client Tax Return Reviews
    i
    Professional review of prior-year returns for prospective Track clients to identify missed opportunities and planning strategies
🚀

Training & Technology

  • ✓
    Sync Online Community Access
    i
    Exclusive Circle group to connect with other advisors, share best practices, and get answers from the Track team
  • ✓
    Webinar Access
    i
    Quarterly educational webinars on tax strategies, law changes, and planning techniques to keep you at the forefront of tax planning
  • ✓
    Additional Client Review Calls
    i
    Extra consultation sessions beyond your included allowance for complex client situations or additional planning needs
  • ✓
    Sync Integration Investment
    i
    Your investment decreases as you add more Track tax clients - eventually reaching $0

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

✺ 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