Step 1 — Firm
Post capacity needs
Firm admins publish scoped tax jobs with deadlines, requirements, and oversight rules.
Beta
TaxMarket Pro is currently in beta. Access is available by invitation only.
During beta, new accounts must be invited by a TaxMarket Pro administrator.
Enterprise tax infrastructure
The Operating System for Modern Tax Firms
The Operating Platform for Modern Tax Firms. TaxMarket Pro unifies firm operations, preparer marketplace, client portals, and platform oversight — so you scale the practice, not the chaos.
- Firms onboarded
- 500+
- Returns managed
- 2M+
- Verified preparers
- 10K+
Product showcase
Six portals. One operating system.
Explore how TaxMarket Pro unifies firm operations, client delivery, marketplace capacity, and platform governance.
Firm Dashboard
Executive command center for every office
Real-time KPIs across returns, utilization, revenue, and team capacity — built for firm leaders who run at scale.
- Role-based access across every portal
- Shared data layer — no duplicate entry
- Audit-ready activity across workflows
Marketplace workflow
Scale season capacity without losing control
From firm demand to verified preparer assignment to completed return — governed inside your operating system, not spreadsheets.
Step 2 — Marketplace
Match verified talent
Jobs surface to preparers in the TaxMarket Pro network with structured applications.
Step 3 — Verified preparers
Apply with credentials
Preparers with verified PTIN, reviews, and marketplace history submit proposals.
Step 4 — Assignment
Controlled handoff
Firms review, assign, and govern work with messaging, documents, and status tracking.
Step 5 — Completion
Filed with visibility
Returns move through review, client delivery, and firm audit trails — end to end.
10K+
Verified preparers
87%
Avg. utilization gain
4.9
Marketplace satisfaction
TaxMarket AI
AI built for tax firm operations — not generic chat
TaxMarket AI understands your clients, documents, jobs, and season workflows. It surfaces what matters, recommends next actions, and helps your team move faster without sacrificing control.
Document intelligence
Surface missing items, classify uploads, and accelerate intake without manual triage.
Workflow recommendations
AI suggests next steps across jobs, checklists, and client requests based on firm patterns.
Operational insights
Highlight bottlenecks, season risk, and capacity gaps before they become fires.
Why firms switch
Legacy software vs. TaxMarket Pro
Tax prep tools were built for returns. TaxMarket Pro was built for how modern firms actually operate.
Unified firm operating system
- Legacy
- Not included
- TaxMarket Pro
- Included
Client portal & document requests
- Legacy
- Add-on
- TaxMarket Pro
- Included
Preparer marketplace
- Legacy
- Not included
- TaxMarket Pro
- Included
CRM & job lifecycle
- Legacy
- Separate tools
- TaxMarket Pro
- Included
Multi-office executive intelligence
- Legacy
- Not included
- TaxMarket Pro
- Included
Role-based portals (6 experiences)
- Legacy
- Limited
- TaxMarket Pro
- Included
Verification & compliance workflows
- Legacy
- Not included
- TaxMarket Pro
- Included
AI-assisted operations
- Legacy
- Not included
- TaxMarket Pro
- Included
Platform governance layer
- Legacy
- Not included
- TaxMarket Pro
- Included
Seasonal capacity scaling
- Legacy
- Hiring only
- TaxMarket Pro
- Marketplace + team
Platform capabilities
Everything your firm runs on. One system.
Replace fragmented prep software with an operating layer designed for multi-office firms, seasonal scale, and regulated workflows.
Unified firm operations
Run clients, jobs, documents, and team workflows from one command center — not a patchwork of disconnected tools.
Preparer marketplace
Scale capacity on demand with verified preparers, structured assignments, and full oversight from your firm dashboard.
End-to-end job lifecycle
From intake through review, filing, and client delivery — every stage tracked with audit-ready visibility.
Enterprise-grade security
Role-based access, verification workflows, and platform health monitoring built for regulated tax environments.
Executive intelligence
Real-time KPIs across organizations, revenue, marketplace activity, and support — for operators who run at scale.
Client experience portal
Branded client workspaces with secure document exchange, messaging, and transparent return status.
Connected ecosystem
One operating layer. Every stakeholder aligned.
Firms, preparers, clients, and platform operators share a single source of truth — with governance built in from day one.
Tax firms
Operations, CRM, billing, team
Preparers
Verification, assignments, tools
TaxMarket Pro
Operating Layer
Clients
Portal, documents, messaging
Marketplace
Jobs, matching, disputes
Platform OS
Oversight, health, revenue
Secure & CompliantReal-time SyncData-Driven InsightsBuilt for Scale
Built for every role
Purpose-built experiences across the tax value chain
Firm leaders
Run the practice like a platform
- Centralize clients, preparers, and jobs
- Scale season capacity without chaos
- Executive dashboards for every office
Tax preparers
Professional tools, verified reputation
- Marketplace assignments with clear scope
- Verification and academy pathways
- Secure collaboration with firms
Clients
A modern tax experience
- Upload documents securely
- Track return progress in real time
- Message your team in one place
Platform operators
Govern the entire ecosystem
- Multi-organization intelligence
- Verification and compliance queues
- System health and revenue oversight
Pricing
Plans from $99/month to enterprise rollout
Starter, Growth, Professional, and Enterprise tiers — built for firms at every stage of operational maturity.
View pricingBeta
TaxMarket Pro is currently in beta. Access is available by invitation only.
During beta, new accounts must be invited by a TaxMarket Pro administrator.
Ready to run your firm on a modern operating system?
See how TaxMarket Pro connects operations, marketplace capacity, and client experience — without ripping out what already works.