Adviser Program

Volume Pricing for CPA Firms

Special discounted pricing for tax professionals and CPA firms serving multiple Augusta Rule clients

Save on Every Augusta Pack

Standard pricing is $497 per pack. Through our Adviser Program, high-volume partners receive significant discounts based on annual commitment.

Custom Volume Pricing Available

Adviser Program Benefits

Volume Discounts

Special pricing for CPA firms generating multiple Augusta Packs per year

Priority Support

Direct access to our team for technical questions and implementation guidance

White Label Included

Brand all documents with your firm's identity at no additional cost

Dedicated Account Manager

Personal point of contact for high-volume partners

Ideal for These Practices
CPA firms with multiple Augusta Rule clients annually
Tax advisory practices offering proactive tax planning
Accounting firms adding value-added services for business clients
Tax professionals serving S-Corp owners and small business clients
Advisory firms focused on tax optimization strategies
Bookkeeping and advisory firms expanding service offerings
How to Join
1

Contact Us

Reach out via email or phone to discuss your firm's volume needs

2

Custom Pricing Proposal

We'll create a tailored pricing plan based on your expected annual volume

3

Onboarding & Training

Get set up with white labeling, access to the portal, and implementation best practices

4

Start Generating Packs

Purchase at your discounted rate and deliver branded documentation to clients

Sample Pricing Scenarios

Volume discount tiers are customized to your needs. Here are some example scenarios:

5–10 Packs/Year

Small CPA firm with handful of Augusta Rule clients. Modest discount available.

10–25 Packs/Year

Mid-sized firm or tax advisory practice. Significant per-pack discount.

25+ Packs/Year

Large firm or tax planning practice. Maximum discount + dedicated support.

Exact pricing depends on volume commitment and service level. Contact us for a custom quote.

White Label Included with All Plans

All Adviser Program members receive full white labeling capabilities at no additional cost. Every Augusta Pack can be branded with your firm's:

  • Firm name and logo
  • Contact information
  • Website URL

Get Your Custom Pricing Quote

Contact us today to discuss your firm's volume needs and receive a personalized pricing proposal

Adviser Program FAQs

Is there a minimum commitment?

We offer flexible arrangements. Some volume tiers may have annual minimums, but we work with firms of all sizes.

Can I try before committing to volume pricing?

Absolutely. Purchase individual packs at standard pricing ($497) to test the platform, then contact us when you're ready for volume discounts.

How are packs purchased under the Adviser Program?

We'll set up a prepaid account, invoicing arrangement, or recurring billing based on your preference.

Can multiple users from my firm access the portal?

Yes. We can accommodate multi-user access for larger firms as part of the Adviser Program.

What support is included?

Priority email and phone support, implementation guidance, and for high-volume partners, a dedicated account manager.