Legacy Core

CPAs

When the questionnaire arrives, send proof.

Clients and partners want a Trust Credential they can verify, not another verbal assurance about tax files and financial data.

Bronze signals completed readiness assessment and review, not that controls are already perfect.

Tax and financial paperwork on a desk being reviewed by an accounting professional

Photography is illustrative.

Why cpas start here

  • Vendor and client security questionnaires that stall proposals
  • Referral partners who want proof before sending sensitive work
  • No public way to show readiness without overclaiming compliance

Need the regulatory framing? Read CPAs & Bookkeepers context

Time to badge

Audit first. Then a live listing.

Most Solo Bronze owners complete the pathway in a few weeks. Review timing depends on how complete the documented responses are, not a countdown clock.

  1. 01 · Day 0

    Free Trust Audit

    15 minutes. Diagnostic only. Surfaces your Trust Gap in plain language.

  2. 02 · Week 1–3

    Credentialing pathway

    Work the 15-part Readiness Assessment at your pace. Documented responses go to Legacy Core for review.

  3. 03 · Review

    A person reviews every application.

    Legacy Core reviews eligibility under the applicable credential standard. Completing the Trust Audit does not issue a badge. Silver and Gold cannot be self-attested.

  4. 04 · Live

    Trust Badge + registry

    Credential issued, verification URL live, business listed in the public registry.

Transparent pricing

Pricing

Bronze is $699 one-time. Silver and Gold attestation is $299. Staying listed on the registry is $199/year, or $19/month. Team and Growth plans are one-time too.

For small teams

Team 2–5

2 to 5 users
$1,990one-time

Pay once for the team credential under one business account. Staying listed on the registry is a separate annual fee.

Bronze
Silver
Gold
Credential & Trust Badge included at every plan size
  • Up to 5 user seats
  • Credentialing pathway for the team
  • Priority email support
  • Team onboarding session
  • Alliance Partner intro when you're ready for Silver
Start Your Free Trust Audit

Secure one-time checkout via Stripe.

Need the full comparison? View all plan details

Stay

Stay on the registry

Annual

$199/year

Monthly

$19/month

  • Continued registry listing in good standing
  • Updated Trust Badge issuance with current verification link
  • Annual readiness check-in and pathway updates

Earned tiers

Silver & Gold

Earned with Alliance Partner evidence. You cannot self-attest. The billed fee is attestation, then the annual registry listing.

Attestation

$299

Same fee whether an Alliance Partner or a qualified third-party reviewer packages the evidence.

Self-attestation is not accepted for Silver or Gold. See badge tiers

Also for:

Don't just say it. Show it.

Earn a Trust Credential your cpas clients can verify in the Public Business Trust Registry.

CPAs & Bookkeepers Trust Credential | Legacy Core | Legacy Core