For CPA & Bookkeeping Partners

Give every high-earner client a live tax strategy dashboard.

TaxMax shows owners earning $250k–$1M exactly what an S-Corp election, the Augusta Rule, and §179 expensing save them — with a slider, in real time, before they ever sit down with you at filing season.

Real-time what-ifS-Corp pivotMove a slider, watch the SE-tax delta reprice instantly

Defensible outputAudit-risk scoreEvery configuration stress-tested before it reaches you

Between seasonsClient-facingClients stay engaged with their numbers all year

How the partnership works

1 · RegisterJoin via the in-app Partner Portal

2 · DeployHand TaxMax to high-earner clients between filing seasons

3 · EarnRevenue share on every referred subscription

Why CPAs win

Read-only dossier access — review a client's full strategy file without touching their data
Full-review tier available for standing collaborative engagements
Your clients arrive at filing season already organized — deductions captured, salary benchmarked
You stay the signer: TaxMax is the analysis layer, you remain the licensed professional

Commission structure

Recurring revenue share on every subscription you refer — rate confirmed at partner onboarding. Positioning: TaxMax as the client-facing tool you hand to high-earner clients; you keep the engagement and the sign-off.

Request partner onboarding

No account needed

Apply — open the Partner Portal