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.
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.
- 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
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.
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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.
TaxPartnerConnect, current build, Nov 2026, demo office with sample data. -
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.
Mileage Pro, current build, Nov 2026, demo office with sample data. -
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. Receipt upload is not working yet; screenshot shows onboarding and setup only.
Papertrail Pro, current build, Nov 2026, demo office with sample data. Onboarding and setup only; receipt upload is not working yet.
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.
DDE 6695, current build, Nov 2026, demo office with sample data. -
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.
IRS Record Intelligence, current build, Nov 2026, demo office with sample data. -
Clear Legal (LIMMA)
Case intake for tax notice matters.
In development
- Case and client records
- CP2000 document intake
Automatic notice mapping not configured.
Clear Legal, current build, Nov 2026, demo office with sample data.
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.
Financial Report Builder, current build, Nov 2026, demo office with sample data. -
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.
TaxFlow, current build, Nov 2026, demo office with sample data. -
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.
Lien Watch Florida, current build, Nov 2026, demo office with sample data.
You can ask to see any application — including ones still in development — and help test it. Demos are arranged privately with each office.
Need: optional sample-data demo still
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.
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.
Use our demo request form or contact us directly. We respond to all inquiries.