Total Practice Platinum Membership

Premium Education. Unlimited MAX. Built for Growing Firms.

Total Practice Platinum combines our complete annual tax education program with unlimited MAX Intelligence access and advanced tools designed for firms that want to educate clients, identify opportunities, and grow without usage limits.

Everything You Need to Stay Current and Serve More Clients

Platinum includes everything in Total Practice Gold, plus unlimited MAX capacity and premium features for your firm.

Your Platinum membership includes:

✓ Unlimited self-study CPE
✓ Monthly tax updates
✓ Nano learning
✓ Client-ready education
✓ 16-hour Virtual Tax Update & Review
✓ Additional deep-dive education
✓ Expanded client campaigns

Put MAX Intelligence to Work Across Your Entire Client Base

Platinum removes the client and credit limits, giving you the freedom to use MAX throughout your practice.

✓ Unlimited imported clients
Bring your entire client base into MAX without worrying about account limits.

✓ Unlimited MAX credits
Use MAX Intelligence across your practice without tracking annual credit usage.

✓ Advanced analytics
Gain deeper insight into your client base and uncover opportunities for proactive planning and engagement.

✓ Custom branding
Keep your client communications aligned with your firm's brand.

✓ Priority support
Get priority assistance when you need help.

Education That Goes Beyond CPE

Total Practice Platinum isn't just about earning required CPE hours. It's designed to help you stay informed throughout the year and turn what you learn into meaningful conversations with your clients.

From monthly tax updates and deep-dive education to the 16-hour Virtual Tax Update & Review, you'll have ongoing access to the information you need to stay current as tax laws and planning opportunities change.

One Membership. Your Entire Practice.

With unlimited MAX clients and credits, Platinum is built for firms that don't want their use of MAX determined by client counts or annual usage limits.

Use MAX to help identify opportunities across your client base, support proactive client conversations, and deliver more value throughout the year.

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