Standing is earned, never sold
Green, Golden and Godly recognise credentials and track record. There is no fee at any level, and no tier can be bought.
Earned, not bought
Every partner starts at Green the day their credentials check out. Moving up is a matter of record, not payment - there is no fee at any level.
Credentialed and ready for referrals
Where every partner starts. You hold a current preparer credential, carry your own professional liability cover, and have signed the partner agreement. Referrals begin here.
Earned by
- Active PTIN, plus EA, CPA or CTEC registration
- Own business entity and E&O insurance
- Signed partner agreement on file
A track record we can point to
Earned by doing the work well. Golden partners take priority on referrals in the categories they have a record in, and are listed first in their service area.
Earned by
- A season of completed referrals in good standing
- Consistently strong client feedback
- No unresolved complaints or compliance flags
Builds the bench behind them
For partners who raise the standard of the whole network - taking complex work, mentoring newer partners, and representing Libre in their region.
Earned by
- Sustained record across multiple seasons
- Mentors and reviews newer partners
- Handles representation and complex engagements
Enterprise-Grade Foundation
Data Integrity
Secure encryption and validation keep partner and client data protected at all times.
Security Compliance
Hosted in a locked, monitored virtual environment with enterprise-level cybersecurity.
Centralized Information
Real-time updates, support tickets, and live sessions keep referrals moving.
Training Ecosystem
Optional modules and peer mentorship, available to every partner at no charge.
Everything except a bill
Service areas, not territories
You tell us where you work and what you handle, and we route enquiries accordingly. Nobody owns a ZIP code, and you are never blocked from working anywhere you choose - including for clients you find yourself.
Infrastructure without lock-in
An encrypted dashboard for the referrals we send you. Use your own software for everything else; nothing here is mandatory and nothing charges you to stay.
Support when you want it
Live sessions and a ticketing system, plus mentorship from partners further along. Take it or ignore it - how you run your practice is your business, not ours.