More Than Tax Software. Build the Business Behind Your Success.
More Than Tax Software. Build the Business Behind Your Success.
The Sector of Collectives provides the software, education, compliance guidance, business strategy, and community needed to help you grow with confidence.
TAX SOFTWARE · EDUCATION · COMMUNITY
THE SECTOR OF
COLLECTIVES
Year-round
OPEN OFFICE ACCESS
3 paths
SOLO · FIRM · BUREAU
WHO WE HELP
Every Tax Professional
Starts Somewhere
Every Tax Professional
Starts Somewhere
No matter where you are in your journey, you deserve more than software. You deserve
guidance, structure, and a community invested in your long-term success.
No matter where you are in your journey, you deserve more than software. You deserve
guidance, structure, and a community invested in your long-term success.
Tax Pro Solo
For individual tax professionals ready to build a strong foundation with software, training, compliance support, and year-round guidance.
Growing Firm
Designed for tax office owners and EROs ready to strengthen operations. Improve leadership, organize their teams, and scale sustainably.
Service Bureau
Built for established leaders who want to create, manage, and grow successful tax software networks while providing exceptional support to their partners.
WHY THE SECTOR OF COLLECTIVES
Most Companies Sell Software.
We Help You Build a Business.
Most Companies Sell Software.
We Help You Build a Business.
Many tax professionals purchase software and are left to figure everything else out on their own. At The Sector of Collectives, software is only the beginning — we combine professional tax software with education, compliance guidance, customer service development, leadership coaching, revenue expansion strategies, and a supportive community that continues long after setup is complete.
Many tax professionals purchase software and are left to figure everything else out on their own. At The Sector of Collectives, software is only the beginning — we combine professional tax software with education, compliance guidance, customer service development, leadership coaching, revenue expansion strategies, and a supportive community that continues long after setup is complete.
Education that continues
Software is only the beginning. Training, continuing education, and live sessions run all year – not just during setup season.
Compliance you can trust
Clear guidance on due diligence, documentation, and standards, so your office operates with confidence and protection.
Strategy, not guesswork
Leadership coaching, revenue expansion planning, and customer service development built around where your business is right now.
OUR APPROACH
Everything You Need to
Build With Confidence
Everything You Need to
Build With Confidence
Professional Tax Software
Reliable, professional-grade software configured for the way your office actually works.
Business Education
Structured learning that turns tax knowledge into business ownership.
Compliance Support
Due diligence guidance and documentation standards that protect your practice.
Revenue Expansion
Additional service lines and pricing strategy to grow beyond filing season.
Customer Service Excellence
Client experience frameworks that create loyalty and referrals.
Leadership Development
Coaching for owners learning to lead teams, not just prepare returns.
Community
A collective of professionals who share what works, year-round.
Business Strategy
Planning sessions that connect your goals to a realistic operating plan.
Continuing Education
Ongoing credit-worthy learning to keep your expertise current.
THE OPEN OFFICE
The Open Office Advantage
The Open Office Advantage
Your growth doesn't stop after software setup. Every membership includes ongoing access to The Open Office, where education, accountability, collaboration, and business development continue year-round.
Live software training
Continuing education opportunities
Compliance guidance
Customer service training
Business planning
Marketing visibility
Friendtor™ coaching
Virtual Open Office sessions
Networking events
Workflow optimization
Wellness resources
Year-round community support
YOUR JOURNEY
Where Are You Today?
Where Are You Today?
01
Build Your Foundation
Launch with professional software, training, and compliance guidance behind you.
TAX PRO SOLO →
02
Grow Your Firm
Strengthen operations, organize your team, and scale your office sustainably.
GROWING FIRM →
03
Lead Your Network
Create and manage a thriving software network with exceptional partner support.
SERVICE BUREAU →
WHAT CHANGES
What Changes When You Join
What Changes When You Join
You gain more than access. You gain clarity. You gain direction. You gain a community that
helps you solve problems, strengthen your business, and continue growing throughout
the year.
BEFORE
Software with a login and little else
Guessing at compliance and due diligence
Season-only revenue and no plan for summer
Handling every client issue alone
Growth that depends on working more hours
AFTER
Software plus structured onboarding and training
Clear compliance guidance and documentation standards
Year-round service lines and revenue strategy
A collective and Friendtor™ coaching to lean on
A business that grows through systems and leadership
12+
OPEN OFFICE PILLARS
365
DAYS OF SUPPORT
3
PATHS TO GROW
VOICES
Built On Long-
Term Relationships
Built On Long-
Term Relationships
“The Open Office sessions changed how I lead. My team finally has training that doesn't stop when filing season ends.”
Eve - CEO -The sector of collectives
FAQ
Questions,
Answered
Is this just tax software?
At The Sector of Collectives, software is only the beginning. We combine professional tax software with education, compliance guidance, and community.
Which program is right for me?
We offer programs for Tax Pro Solos, Growing Firms, and Service Bureaus. Choose the one that matches where you are today.
What is The Open Office?
The Open Office is our year-round access program where education, accountability, collaboration, and business development continue.
Do you support new preparers?
Yes, we provide foundational training, compliance support, and community to help you start strong.
What is Friendtor™ coaching?
Friendtor™ coaching is our unique approach to mentorship, combining professional guidance with supportive community relationships.
How do I get started?
Click 'Find My Program' or 'Book a Strategy Call' to begin your journey with us.
Build More Than a Tax Business.
Build a Business That Lasts.
Build More Than a Tax Business.
Build a Business That Lasts.
Choose the program that matches where you are today and gain the software, education, strategy, compliance support, and community needed to move confidently toward what's next.
Software, education, compliance guidance, and community for tax professionals building businesses that last.
Text us here: 404-975-2969.
[email protected]
QUICK LINKS
CONTACT
[email protected]
404-975-2969.
Book a Strategy Call
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