Choose Your Specialty Tax Desk Plan
Every tier is the same Desk. Your tier follows the number of business clients in your book.
- Every tier includes
all of it, at Tier 1, 2, and 3 alike
- White-labeled Opscale Exchange portal, your firm and your clients
- Engine integration into your CRM or system of record
- Full customer support
- Named account manager
- Your whole book scanned, delivered as a named engagement list
- Every program we run, none held back
- Credit pipeline, intake links and reference cards
- Staff onboarding and training
- Year-one fee guarantee. You cannot be out of pocket
Founding firm pricing
Founding firms shape the Desk. Later firms inherit it.
Half the annual service fee for your first two years, on agreements signed by November 21, 2026. The start-up fee is charged in full and year three is standard pricing. None of it touches your fee-back or a client’s credit.
- A named desk manager, and a direct line to Ron James
- Input on how the Desk runs
Founding terms
Close Nov 21
Year two at the same half rate as year one.
Best for solo preparers
Tier 1
Business clients:
1 – 100
Revenue share:
3% on R&D
Rate varies by program
$4,000
$3,000 / year one
Estimated annual revenue:
- $2,000 start-up, once
- $2,000 / yr service, half off first year
- Founding: year two at the same half rate
Best for small tax offices
Tier 2
Business clients:
101 – 300
Revenue share:
3% on R&D
Rate varies by program
$11,000
$8,000 / year one
Estimated annual revenue:
- $5,000 start-up, once
- $6,000 / yr service, half off first year
- Founding: year two at the same half rate
Best for established tax and CPA firms
Tier 3
Business clients:
301 – 600
Revenue share:
3% on R&D
Rate varies by program
$27,500
$20,000 / year one
Estimated annual revenue:
- $12,500 start-up, once
- $15,000 / yr service, half off first year
- Founding: year two at the same half rate
Compare the plans ▼
| Tier 1 | Tier 2 | Tier 3 | Build to suit | |
|---|---|---|---|---|
| Who it is for | ||||
| Best for | Solo preparers | Small tax offices | Established tax and CPA firms | Anything off the ladder |
| Business clients in your book | 1 – 100 | 101 – 300 | 301 – 600 | 600+ |
| What you get | ||||
| White-labeled Opscale Exchange portal | ✓ | ✓ | ✓ | ✓ |
| Engine integration into your CRM | ✓ | ✓ | ✓ | ✓ |
| Full customer support | ✓ | ✓ | ✓ | ✓ |
| Named account manager | ✓ | ✓ | ✓ | ✓ |
| Book scan, delivered as an engagement list | ✓ | ✓ | ✓ | ✓ |
| Every program we run | ✓ | ✓ | ✓ | ✓ |
| Credit pipeline, intake links, reference cards | ✓ | ✓ | ✓ | ✓ |
| Staff onboarding and training | ✓ | ✓ | ✓ | ✓ |
| Year-one fee guarantee | ✓ | ✓ | ✓ | Scoped |
| What you earn | ||||
| Revenue share, R&D | 3% | 3% | 3% | Scoped |
| Other programs | Rate varies by program, stated on the order form | |||
| Paid on | Every engagement we close out of your book | |||
| What it costs | ||||
| Start-up, once | $2,000 | $5,000 | $12,500 | Varies |
| Annual service | $2,000 | $6,000 | $15,000 | Varies |
| Year one, service half off | $3,000 | $8,000 | $20,000 | Prices vary |
Build to suit
Bigger than the ladder, or a different shape?
- More than 600 business clients
- Several offices, one agreement
- Tax advisory for your clients
- A program we do not run yet
- More than 600 business clients
- Several offices, one agreement
- Tax advisory for your clients
- A program we do not run yet
Not ready for a Desk of your own?
Send us a client and get paid on it. 1% of your client’s refund or credit amount, no fee, no build, cancel any time. Commission arrangements must be disclosed to your client in writing.
SPECIALTY TAX DESK
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Year-one fee guarantee. If your firm earns less from the Desk in its first year than it paid us in fees, we pay you the difference. It covers your firm’s own fees, never a client’s credit, and its full terms are on the order form.
Tier, fees and all commercial terms are set on the order form, which governs. Draft pricing, not yet released.
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