In development · Demo by request

TaxPartnerConnect

Office and client workflow system for tax offices. Track client records, manage commission approvals, process deposit data, and organize daily operations.

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Who This Is For

TaxPartnerConnect is designed for tax preparation offices that need a central system to manage client records, commission approvals, and deposit data.

Tax offices managing high volumes of client records
Firms with commission-based preparer compensation
Offices tracking deposits and payments across clients
Teams needing shared workflow visibility

The Problem It Addresses

Tax offices often rely on spreadsheets, paper files, and informal tracking for client management. Commission calculations, deposit tracking, and client status updates can fall through the cracks when systems aren't integrated. TaxPartnerConnect provides a structured workspace for these daily operations.

Illustrative Workflow — Not a Feature Guarantee

How a Tax Office Might Use TaxPartnerConnect

Client records — Create and manage client records with contact information.
Commission approval — Submit preparer commissions for approval workflow.
Deposit import — Import bank deposit data via CSV for office records.

Verified features: client records, commission approval workflow, deposit CSV import. Workflow tracking, staff permissions, and deposit-to-payment matching are not yet verified.

Capabilities

Client Records

Create and manage client records with contact information and service history.

Commission Approval

Submit preparer commissions for approval and track payment status.

Deposit CSV Import

Import bank deposit data from CSV files for record-keeping.

Current Limitations & Readiness

Messaging not enabled: Client messaging and notification features are not enabled in standard deployments.

AI features not enabled: AI-assisted features require configuration not included by default.

Development status: The system is in active development. Features and interface may change.

No integrations: Does not integrate with third-party tax preparation or accounting software.

No public demo: Demonstrations are private and arranged by request.

Frequently Asked Questions

Can TaxPartnerConnect integrate with my tax software?: No. TaxPartnerConnect is a standalone office management system. Client and return data must be entered separately from your tax preparation software.
How are commissions calculated?: Commission rates are configurable per deployment. The system calculates amounts based on your defined rules and return fees.
Can clients access their records?: TaxPartnerConnect is designed for office staff use. Client portal features are not enabled in current versions.
Does this include appointment scheduling?: Basic appointment and status tracking is available. Full calendar integration is not included.
Can I export data?: Client and transaction data can be exported in CSV format for reporting and backup.

Enterprise Licensing

TaxPartnerConnect is licensed per office under Tax Partners USA's enterprise model. There are no monthly subscriptions or online checkout.

White-label available: Rebrand with your office name and logo.
Self-hosted option: Run on your own infrastructure.
Quote-based pricing: Licensing cost depends on office size and feature requirements.
Support included: Setup, training, and ongoing support are discussed as part of your quote.

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Ready to see TaxPartnerConnect?

Request a private demonstration.

We'll show you client management, workflow tracking, and commission calculations using sample data.

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