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.

Platform features

The operating layer modern tax firms run on

TaxMarket Pro is not another prep tool. It is the system that connects firm operations, preparer marketplace, client experience, and platform governance — in one premium SaaS environment.

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Core capabilities

Built for regulated, seasonal, multi-stakeholder tax work

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.

Deep dive

Every workflow. One coherent platform.

Firm operations

Run the practice from one command center

Client & CRM workspace

Pipeline visibility, engagement history, and team assignments in a single firm-native CRM.

Document intelligence

Secure intake, bulk upload, structured requests, and audit trails for every client file.

Team & permissions

Role-based access for admins, preparers, and support staff across offices and entities.

Marketplace & capacity

Scale season throughput without losing control

Verified preparer network

Onboard, verify, and assign preparers with marketplace oversight built into firm workflows.

Job matching & assignments

Post jobs, review applications, and route work with clear scope and accountability.

Dispute & quality controls

Structured escalation paths and operational visibility for marketplace engagements.

Client experience

Premium portals that reflect your firm brand

Branded client portal

Clients upload documents, track return status, and message your team in one secure place.

Real-time notifications

Keep clients and staff aligned with inbox updates across web and mobile experiences.

Workspace collaboration

Household and business clients collaborate with preparers without email chaos.

Platform intelligence

Executive visibility for operators at scale

Multi-organization dashboards

Monitor firms, subscriptions, marketplace health, and support from a unified platform layer.

Revenue & subscription insights

Track plan adoption, billing signals, and growth metrics without spreadsheet gymnastics.

System health monitoring

Operational alerts, verification queues, and compliance workflows for platform teams.

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.

TaxMarket Pro

Operating Layer

Tax firms

Operations, CRM, billing, team

Preparers

Verification, assignments, tools

Clients

Portal, documents, messaging

Marketplace

Jobs, matching, disputes

Platform OS

Oversight, health, revenue