Tax Partners USA
Tax office software
and support.
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.
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.
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 →- TaxPartnerConnectIn development
- Papertrail ProIn development
- DDE 6695In development
- IRS Record IntelligenceIn development
- Clear Legal (LIMMA)In development
- Financial Report BuilderIn development
- TaxFlow — Florida Sales TaxIn development
- Lien Watch FloridaIn development
Placeholder — TaxOS launcher screenshot not 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.
Placeholder — current verified screenshot not yet available.
Each application runs and stores data on its own. Integration between applications is something to discuss when you inquire.
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.
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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 — no current TaxPartnerConnect workflow screenshot. Need 16:9 (1600×900) capture of client / commission / deposit CSV workflow from a fresh synthetic database, original auth (no autologin).
Placeholder — current verified screenshot not yet available.
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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 for a current Mileage Pro workflow shot. A historical report screen exists on the product page but is not a current-build or current-rate claim.
Placeholder — current verified screenshot not yet available.
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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 — no current Papertrail workflow screenshot. Historical onboarding (empty state) is not completed-work evidence. AI receipt reading is not configured.
Placeholder — current verified screenshot not yet available.
Compliance & case work
Document due diligence and organize IRS case files.
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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 — DDE 6695 screenshot blocked. Need 16:9 capture of Form 8867 / case-record workflow from synthetic EIC data. Requires fresh DB and original auth audit; no autologin.
Placeholder — current verified screenshot not yet available.
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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 — no screenshot. Need 16:9 capture of case/document organization (non-AI) from synthetic case files after fresh migrations.
Placeholder — current verified screenshot not yet available.
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Clear Legal (LIMMA)
Case intake for tax notice matters.
In development
- Case and client records
- CP2000 document intake
Automatic notice mapping not configured.
Placeholder for a current workflow shot. A historical overview image exists on the product page; it is not a verified workflow and must not be cropped into a ‘feature’ thumbnail.
Placeholder — current verified screenshot not yet available.
Reporting & Florida tools
Financial reports and Florida-specific tax workflows.
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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 — no screenshot. Need 16:9 capture of bank CSV import → saved report (not a tax return) using a synthetic CSV.
Placeholder — current verified screenshot not yet available.
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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 — no screenshot. 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.
Placeholder — current verified screenshot not yet available.
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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 — no screenshot. 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.
Placeholder — current verified screenshot not yet available.
Demos & pilot testing
See it before it's finished.
You can ask to see any application — including ones still in development — and help test it. Demos are arranged privately with each office.
Request a DemoPlaceholder (optional) — a still from a private sample-data demo, if Larry later approves one. Until then this section stays text-only. Never other clients’ data.
Placeholder — current verified screenshot not yet available.
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.
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.
Use our demo request form or contact us directly. We respond to all inquiries.