Mentorship Program | Powered by 3D
Protect Your Legacy. Prep with Power.
This isn’t just coaching—it’s branded mentorship built for impact. Whether you’re new to the industry or ready to scale, 3D’s mentorship program gives you the tools, training, and legacy-rooted support to build a business that lasts.
What You Get
☑ Personalized training notebook in OneNote
☑ Branded SOPs and prep flow
☑ Refund tracker + QuickBooks SOP
☑ Toolkit drops with outreach scripts and caption packs
☑ CE credit opportunities each season
☑ Return review and branded guidance
☑ Legacy coaching and business strategy
☑ Bilingual support available
☑ No revenue split—this is your lane, powered by 3D
Who It’s For
- PTIN and EFIN holders ready to scale
- Tax pros who want branded systems and mentorship
- New preparers seeking structure and support
- Experienced pros looking to streamline and grow
- Must have own laptop
- Must complete onboarding and training notebook
Pricing Options:
Full Program Bundle
$1,500 flat
- Includes mentorship + full-season software access
- Loan eligibility
- Branded onboarding
- Ideal for tax pros who want everything in one lane
- Includes all mentorship features
- Ideal for those who already have software or want to start with coaching
How to Get Started
- Complete the intake form
- Book your onboarding call
- Receive your training notebook
- Start building your branded legacy
Mentorship Only
Get weekly guidance, branding support, and legacy-rooted strategies to grow your business with confidence.
✅ PTIN/EFIN support
✅ Branded SOPs and templates
✅ Community-rooted leadership