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 Check

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

  2. 02 · Week 1–3

    Credentialing pathway

    Complete the 15 required credentialing areas 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 Check 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.

Credentialing fees

Pricing

Credentialing and registry fees depend on your business needs. Contact us for current pricing. Silver and Gold are earned after evidence review. They cannot be purchased as upgrades.

Starting credential

Bronze Trust Badge

Contact us for pricing

  • Bronze credentialing pathway
  • Legacy Core review before issuance
  • Trust Badge after approval
  • Public Business Trust Registry listing when credentialed

Stay

Stay on the registry

Contact us for pricing

  • Continued registry listing in good standing
  • Updated Trust Badge issuance with current verification link
  • Annual credential lifecycle so others can still check status

Earned tiers

Silver & Gold

Earned outcomes after documented implementation and review. You cannot buy them as upgrades, and you cannot self-attest. Alliance Partners may help implement improvements. Legacy Core retains the credential decision.

Compare Trust 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