2026 2027Tax Season

Challenge Portal

Bookmark this email and save all the resources to your device!

Limited Time

🔥 Flash Sale: Upgrade to VIP for $97

✓All 5 Challenge Replays

✓VIP Only Giveaways

✓Preseason Tax Office Checklist

✓Official Challenge Workbook

✓Systems + Workflow Resources

✓Delegation + Automation Resources

✓Team Training + Management Resources

Upgrade Now

GET PREPARED BEFORE THE CHALLENGE

Challenge Essentials

Add to Your Calendar

All 5 days — Sunday Aug 16 to Thursday Aug 20, 2026 at 7:00 PM CST.

Google Calendar

Join on Zoom

Telegram Community

Join the private Telegram chat for real-time updates and networking.

Join Telegram

Affiliate Portal

Recommended Tools & Resources

Trusted tools and partners we recommend to build, automate, and grow your tax office.

0101 / 05

Back Office Foundations

Set up the financial backbone of your firm.

Build Your Business Credit Profile

Establish and strengthen your business credit profile.

How to Get a New EFIN (Step-by-Step Tutorial)

Follow this guided walkthrough to apply for a new EFIN for your tax office.

Get an LLC

Form your LLC online with Tailor Brands.

0202 / 05

Systems, Workflows & Professional Practices

Run your office like a real business.

Jotform

Build client intake and onboarding forms in minutes.

Cognito Forms

Smart forms and workflows for your tax office.

0303 / 05

Delegation, Automation & AI Tools

Get hours back with the right stack.

Base 44

Build apps and automations for your firm without code.

ManyChat DM Automation

Automate your Instagram and Facebook DMs to capture leads.

0404 / 05

Marketing + Getting & Keeping Clients

Fill and keep your pipeline.

Offering Vacation Vouchers

Marketing incentives and vacation vouchers to attract and retain clients.

0505 / 05

Building, Training & Managing a Producing Team

Lead a team that produces.

Skool

Build and host your community, courses, and team training.

Kajabi

All-in-one platform to sell courses, coaching, and memberships.