Illustrative tax paperwork beside a monitor showing an abstract charcoal-and-red software interface.

Tax office software
and support.

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Illustrative tax-office software concept — not a product screenshot.

Tax Partners USA

Software developed by Tax Partners, now offered to other tax offices — licensed for white-label or self-hosted use, with support.

Currently in development and pilot. Demos available by request.

Explore the software
TaxOS + 8 apps Gateway launcher and applications
Mileage Pro Offered separately
Licensed White-label or self-hosted
Quote-based No subscriptions

Software portfolio

TaxOS: one launcher, separate applications.

TaxOS is a gateway that opens eight separate tax-office applications from one place. Each application keeps its own data. Mileage Pro is offered separately.

Placeholder — current verified screenshot not yet available. Need a current demo-only capture of the gateway tiles (16:9, 1280×720 or 1600×900, no live client names). Blocked until a demo-tile and identity audit on the local launcher.

Gateway · In development

TaxOS

A single launcher for the eight applications below. Shared sign-in and shared data between apps are not part of it today.

Request a TaxOS demo →

Each application runs and stores data on its own. Integration between applications is something to discuss when you inquire.

Verified figures

Stat needed: Larry to supply verified figure

The software

What each application does today.

Each card lists only what has been working in testing, plus what is not done yet. Ask us about availability for your office.

Office & client operations

Run the office, track clients and keep records.

  • TaxPartnerConnect Office and client workflow for tax offices. In development
    • Client records and workflow
    • Commission approval workflow
    • Deposit CSV workflow

    Messaging and AI features are not enabled.

    Placeholder — current verified screenshot not yet available. Need 16:9 (1600×900) capture of client / commission / deposit CSV workflow from a fresh synthetic database, original auth (no autologin).

  • Mileage Pro Mileage-log and reporting workspace for tax offices. Pilot
    • Multi-client dashboard, staff and client intake links
    • Trip classification, places and route miles
    • PDF/CSV and ALL-CAPS summaries for Schedule C / Form 4562

    Separate module — not connected to TaxOS. Mobile apps not yet released.

    Placeholder — current verified screenshot not yet available. A historical report screen exists on the product page but is not a current-build or current-rate claim.

  • Papertrail Pro Receipt and documentation workspace. In development
    • Manual receipt confirmation
    • Photo upload storage
    • Exports to CSV, XLSX and PDF

    AI receipt reading is not configured.

    Placeholder — current verified screenshot not yet available. Historical onboarding (empty state) is not completed-work evidence. AI receipt reading is not configured.

Compliance & case work

Document due diligence and organize IRS case files.

  • DDE 6695 Electronic due-diligence record for preparers. In development
    • Client and EIC case records
    • Form 8867 answer capture
    • Conflict flags and revision sealing

    AI extraction not configured. Not a compliance guarantee.

    Placeholder — current verified screenshot not yet available. Need 16:9 capture of Form 8867 / case-record workflow from synthetic EIC data. Requires fresh DB and original auth audit; no autologin.

  • IRS Record Intelligence Case and document organization for IRS matters. In development
    • Case and assertion records
    • Document upload
    • Background processing jobs

    AI features not configured.

    Placeholder — current verified screenshot not yet available. Need 16:9 capture of case/document organization (non-AI) from synthetic case files after fresh migrations.

  • Clear Legal (LIMMA) Case intake for tax notice matters. In development
    • Case and client records
    • CP2000 document intake

    Automatic notice mapping not configured.

    Placeholder — current verified screenshot not yet available. A historical overview image exists on the product page; it is not a verified workflow and must not be cropped into a ‘feature’ thumbnail.

Reporting & Florida tools

Financial reports and Florida-specific tax workflows.

  • Financial Report Builder Turns bank transactions into financial reports. In development
    • Bank CSV import
    • Saved financial reports

    Does not generate tax returns. AI categorization not configured.

    Placeholder — current verified screenshot not yet available. Need 16:9 capture of bank CSV import → saved report (not a tax return) using a synthetic CSV.

  • TaxFlow — Florida Sales Tax Florida DR-15 sales-tax calculation workspace. In development
    • DR-15 calculation and saved records
    • County surtax data (partial coverage)

    Tested for Orange County only. No claim of full Florida or current-year coverage.

    Placeholder — current verified screenshot not yet available. Need 16:9 capture of the DR-15 workspace. Testing is Orange County only; do not imply full-Florida or current-year coverage until verified.

  • Lien Watch Florida Lien search and watchlist for Florida counties. In development
    • Lake and Osceola County sync and search
    • Watchlists and matches

    Other counties and alerts are not yet tested.

    Placeholder — current verified screenshot not yet available. Need 16:9 capture of Lake/Osceola search or watchlist from a synthetic-only database. Disable public-record sync and alerts before capture. No real names.

Demos & pilot testing

See it before it's finished.

Request a Demo

You can ask to see any application — including ones still in development — and help test it. Demos are arranged privately with each office.

Placeholder — current verified screenshot not yet available. A still from a private sample-data demo, if Larry later approves one. Until then this section stays text-only. Never other clients’ data.

Licensing

License it. Brand it. Host it.

Every application is licensed per office, with a quote based on what you need. No monthly subscriptions and no online checkout.

White-label
Offer the software under your office's name and branding.
Self-hosted
Run it on your own computers or servers, under your control.
Call for Quote
Pricing is set by quote for each office. Contact us to start.
  • No monthly subscriptions
  • No online checkout
  • No sign-up required
Call for Quote Request a Demo

Support

Software and support.

Tax Partners offers support alongside the software it licenses. What support covers for your office — setup, training and ongoing help — is discussed and agreed as part of your quote.

Inquiry

Request a demo or a quote.

Request a Demo

Use our demo request form or contact us directly. We respond to all inquiries.

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