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Help clients navigate the most complex tax situations — while we handle the technology, lead generation, and secure document sharing. You bring the expertise.
Clients pre-screened by our AI are matched to your specialties. No cold outreach.
Get paid via Stripe Connect within 2 business days of case completion.
Encrypted document vault, HIPAA-aligned storage, and full audit trail.
Applications are reviewed within 3–5 business days. We verify PTIN status and credential standing before approval. By applying you agree to our Partner Terms and Privacy Policy.