§ 01 — For licensed professionals

Build your practice on the platform our own licensed pros file on every day. Two doorways.

Whether you want your own branded platform or a steady stream of clients under our umbrella — we built both. Licensed professionals win either way.

No cold clientsTechnology fully managed20+ years industry experience behind the platformDrake + UltraTax + Lacerte compatible
§ 02 — White label franchise

Deploy under your own brand.

Your clients see your name, your brand, your identity — powered by the same platform our in-house licensed professionals use daily. Full professional review layer included.

$3,000 one-time setup fee. You keep 70% of all client billing — TaxosAgent keeps 30%. No monthly software fees, ever.

Your Brand

Clients see your firm name and logo throughout — never TaxosAgent.

Professional Tools

The same platform our in-house licensed professionals use daily.

Unlimited Capacity

Handle more clients with dramatically less overhead.

Full Support

We handle the technology. You handle the relationships.

Explore partnership

§ 03 — Network partner

We send you clients. You keep 30%.

Licensed tax professionals (EA, CPA, and state-licensed preparers) who work under the TaxosAgent umbrella. We feed you clients — no cold calling, no marketing, no overhead. You do the work. We handle everything else.

No setup fee. TaxosAgent keeps 70%. You keep 30%. Work your own schedule.
30%
You keep

Of every client billing — TaxosAgent keeps 70%

$0
Setup cost

No onboarding fee for Network Partners

Unlimited
Client cap

No limit on clients you can serve

24hr
Onboarding

Typically live within one business day

§ 04 — Side by side

Which doorway fits you?

FeatureFranchiseNetwork
Setup cost$3,000$0
Your revenue share70%30%
Client sourceYour ownTaxosAgent feeds
White label brandingNot included
Expert review layer
Monthly software fee$0$0
The Every Dollar Guarantee™

Your clients are protected. So is your name.

Every return that runs through TaxosAgent is backed by THE EVERY DOLLAR GUARANTEE™ — a licensed-professional review layer standing behind the work. Whichever doorway you choose, your clients get that assurance, and your reputation rides on a platform built to find every legitimate dollar.

Ready to grow your practice?

Pick the doorway that fits — your own branded platform, or a steady stream of clients under our umbrella. We respond to every inquiry within 24 hours.