AI does the research.
You sign. You get paid.
Two models. Zero compromise. Join the TaxosAgent Network and work clients we send you — or white-label our full platform for your firm and keep 70 cents of every dollar.
Pick the one that fits your practice.
Network Partner
- ✓EA, CPA, or state tax license required
- ✓TaxosAgent provides all clients
- ✓Work under LA Tax Center or TaxosAgent DBA
- ✓Drake / UltraTax pipeline included
- ✓Genie AI does the research — you review and sign
- ✓30% of every return and add-on you close
White Label Franchise
- ✓Your branding — clients never see TaxosAgent
- ✓Full team training included in onboarding
- ✓No monthly software fees — ever
- ✓Export to Drake, Lacerte, UltraTax, CCH Axcess
- ✓Genie AI + sovereign OCR pipeline under your roof
- ✓Enterprise clients: 70/30 split = $140/$60 per month
Three steps from licensed professional to paid.
Apply
Fill out the partner application. Takes 5 minutes. We review license status and client volume.
Onboard
Network partners: same-day access. White label: 2-week setup — branding, team training, workflow migration.
Activate
Your clients get Genie-powered analysis. You review, sign, and collect. AI does the research. You get paid.
The engine incumbent firms charge $10K for. At no monthly cost.
TaxDome charges $83+/month. Canopy charges $170+/month. We charge $0/month for white label partners — because we make our money when your clients make money. Aligned incentives. That's the whole model.
Apply for white label→Sovereign AI pipeline
Genie processes client documents locally — not on a cloud controlled by a VC. Your clients' data stays under your roof.
Universal export engine
Drake, UltraTax, Lacerte, CCH Axcess, TaxSlayer Pro — one click. No manual data entry.
Referral game
Every partner can onboard other professionals. You get 30% of their first-year software fee.
Money-Back Guarantee
Extends to your clients too. If we don't find more value than we charge them, they pay nothing — and your reputation is protected.
Common partner questions.
Do I need to bring my own clients?
Network partners: no. TaxosAgent feeds you clients — zero acquisition cost. White label partners bring their existing book of business and add our engine to it.
What software do my clients' returns go through?
We produce exports for Drake, UltraTax, Lacerte, CCH Axcess, and TaxSlayer Pro. You keep your software. Our engine feeds it.
Is the 30% split on gross or after expenses?
Gross. 30% of whatever the client pays us — no deductions. The math is simple and the reconciliation is automatic.
Can I upgrade from Network to White Label later?
Yes. You pay the onboarding fee and the split flips to 70/30 in your favor. Clients and history transfer seamlessly.
What if a client has a complex return I can't handle?
Escalate to TaxosAgent senior team. You keep credit for the referral and still collect your split on whatever they pay.
Ready to build a practice that runs while you sleep?
Network or white label — both get you Genie-powered accuracy and licensed professional accountability. Apply now.