Resources

Tax Advisor Index resources

One place to review the profile review process, pricing, methodology, and core platform resources.

Start here for advisors

Understand the platform and private profile review.

Review membership and optional Sponsored Placement.

Start the guided application.

How Authority State, source evidence, and reviewed ordering work.

Sponsored Placement, routing, and platform limitations.

Plain-English participation expectations before payment.

After profile is live: see reporting categories once analytics exist.

Compare approved live Specialists across Specialties.

Review source-backed Specialty pages.

Review suggested specialists before sharing contact information.