Signature Programs

Build. Scale. Lead.

Manifest & Multiply Financials offers two growth paths for tax professionals: Manifest Launch for building a stronger ERO business and Manifest Legacy for developing a Service Bureau. Both include tax software, mentorship, business systems, tax season support, and access to the Manifest & Multiply community. Experienced professionals can also explore our advanced tax professional program.

Choose Your Path

Compare Your Options

Two growth paths are available depending on the business you are ready to build.

ERO Business Path

Choose Manifest Launch if you are an experienced tax preparer who wants professional software, mentorship, office systems, and guidance for building a more independent ERO tax business.

View Manifest Launch

Service Bureau Path

Choose Manifest Legacy if you are an established tax professional ready to recruit and support EROs, resell tax software, strengthen operating systems, and grow a wider Service Bureau network.

View Manifest Legacy

Program 1

Manifest Launch

Launch Your Own Professional Tax Business

Launch your own ERO-focused tax business with professional tax software, practical mentorship, and stronger operating systems.

Perfect For: Experienced tax preparers ready to work more independently and grow their own tax business.

What's Included

Professional Tax Software
Weekly Mentorship
EFIN Guidance (if needed)
Business Setup Guidance
Office Setup Checklist
Client Onboarding System
Client Intake Forms
Due Diligence Forms
Standard Operating Procedures (SOPs)
Pricing Guidance
Marketing Templates
Private Community
Tax Season Support
Build Your Own Tax Team
Recruit & Manage PTIN Tax Preparers

$1,497

Payment plans available.

Program 2

Manifest Legacy

Build Your Own Service Bureau

Build a stronger Service Bureau with software, ERO support, operating systems, leadership resources, and long-term growth support.

Perfect For: Established EROs and tax business owners ready to recruit other EROs, expand software distribution, and scale their Service Bureau.

Everything in Manifest Launch, PLUS

CRM Setup & Training
Workflow Automations
Marketing Strategies
Lead Generation Systems
Social Media Strategy
Business Coaching
Monthly Strategy Calls
Priority Tax Season Support
Advanced Team Management Systems
Scale & Manage Your Team of PTIN Tax Preparers
Service Bureau Setup
White-Label Tax Software
Software Reseller Rights
Unlimited Software Licenses
Recruit & Manage EROs
Recruit & Manage PTIN Tax Preparers
ERO Onboarding System
Commission Structure
Service Bureau SOPs
Contracts & Documents
Marketing Materials
Leadership Training
Build Multiple Tax Offices
Expand & Scale Your Organization
Priority Support

$2,497

Payment plans available.

Included in Every Program

Core Program Support

Both programs share the same foundation of software, guidance, systems, and seasonal support.

Professional Tax Software

Use professional preparation software as part of the program structure so your tax business can operate with a consistent working system.

Ongoing Mentorship

Receive practical guidance around business decisions, systems, implementation, and the next stage of your tax operation.

Business Systems

Work with forms, onboarding processes, operating procedures, and business resources that help create a more organized tax business.

Tax Season Support

Stay connected to support during the busiest part of the year as you work through software, workflow, and operating questions.

Before You Enroll

Choose the program that matches the business you are actually ready to operate. These programs provide software, mentorship, systems, and business support, but they do not replace federal authorization or the written terms that apply to software access, ERO status, reseller rights, or program participation.

Program Fit

Confirm whether your current experience and business goals match the ERO path or the Service Bureau path before enrolling.

EFIN Status

An EFIN is issued through the IRS e-file provider approval process. Program support or guidance does not itself grant EFIN approval.

Software Access

Review the current software platform, access period, number of users or licenses, and any limits that apply to the selected program.

Written Terms

Review payment terms, support access, reseller or white label rights, cancellation terms, and any ongoing obligations before completing enrollment.

Frequently Asked Questions

Are payment plans available?

Yes. Payment plans are available for Manifest Launch and Manifest Legacy. Contact the team for the current payment schedule and terms before enrolling.

Do I need tax experience?

These two programs are positioned for experienced tax professionals who are ready to build or expand a tax business. If you are new to professional tax preparation, start with the Become a Tax Professional pathway before choosing an ERO or Service Bureau growth program.

Do I need an EFIN?

Your EFIN needs depend on the way you plan to operate. The IRS issues EFINs to approved e-file providers. Manifest Launch can include EFIN guidance when needed, but enrollment in a private program does not itself create IRS authorization.

What tax software is included?

Professional tax software is included under the program terms. Confirm the current software platform, access period, license limits, and included features before enrollment because software arrangements can change.

Can I move programs?

If you begin with Manifest Launch and later become ready for Service Bureau growth, contact the team to confirm the current path into Manifest Legacy, including any eligibility, timing, or pricing requirements.

How does mentorship work?

Both programs include ongoing mentorship and tax season support. Confirm the current session schedule, support channels, access period, and any program specific coaching before enrolling.

Ready to Build?

Choose the path that matches your next business stage. Build your ERO foundation with Manifest Launch or move toward a wider Service Bureau model with Manifest Legacy.