Legacy Core™
Verify

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.

Get Credentialed

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

    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 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.

See what you'd be able to sendSee the full pathway

Transparent pricing

Pricing

The Bronze Trust Badge is $699 one-time. Staying listed on the Public Business Trust Registry is $199/year or $19/month. Silver and Gold are earned after evidence review. They cannot be purchased as upgrades.

Starting credential

Bronze Trust Badge

One business

$699one-time

The starting Bronze Trust Badge for one business. Payment starts the credentialing pathway. A Trust Badge is issued only after requirements and Legacy Core review are met. Staying listed on the registry is billed separately.

  • Bronze credentialing pathway
  • Legacy Core review before issuance
  • Trust Badge after approval
  • Registry listing available; stay is billed separately at $199/year or $19/month
  • Standard email support

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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 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.

Get CredentialedSee How It Works
CPAs & Bookkeepers Trust Credential | Legacy Core | Legacy Core