The application takes less than ten minutes. You'll need your approximate client count, industry type, and average contract value.
All clients served in the past 12–24 months with contact information. IBT will verify this list against independent sources.
Used for cross-verification of your client list. Exports from QuickBooks, Stripe, or similar tools are accepted.
Determines your certification tier (Expressive, Generative, or Fiduciary) and pricing multiplier.
Important: By applying, you will be required to sign a Completeness Declaration affirming that your client list is accurate and complete. Knowingly fraudulent submissions result in a 24-month reapplication bar and public disclosure of the finding.