What is TaxMarket Pro?
TaxMarket Pro is the operating platform for modern tax firms. It unifies firm operations, client portals, preparer marketplace, and platform governance in one system — so you scale the practice, not the chaos.
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Beta
TaxMarket Pro is onboarding founding firms through invitation-only early access.
Pilot firms are reviewed personally. We respond to demo requests within 1 business day.
Help center
Answers for firms, preparers, and clients
Guidance on beta access, document workflows, marketplace capacity, TaxMarket Intelligence, and security — without digging through support tickets.
Getting started
How do I join the Founding Firm Program?
Book a demo from the Contact page. Our team reviews firm size, current software, season goals, and rollout needs before extending an invitation-only early access slot. There is no public self-registration during launch.
Can we migrate from our current tax software?
Yes. During onboarding we help map clients, engagements, and document workflows into TaxMarket Pro. Migration scope depends on your current stack — share your tools on the demo request form and we will outline a practical rollout plan.
Do we have to replace our tax prep software?
TaxMarket Pro is the operating platform for firm operations, client workspace, and marketplace capacity — it complements your prep software rather than replacing return preparation itself.
What does onboarding look like?
Founding firms receive white-glove onboarding: workspace setup, role configuration, client portal branding, and marketplace orientation. Pilot firms also get direct product feedback channels during early access.
What is the pilot / early access program?
The Founding Firm Program is invitation-only early access for tax firms helping shape TaxMarket Pro v1.0. Pilot firms receive prioritized support, onboarding guidance, and influence on the product roadmap.
Pricing
How does pricing work?
Starter, Growth, Professional, and Enterprise tiers scale with team size, client volume, and marketplace needs. Founding firms receive guided onboarding during early access. See the Pricing page for plan details or book a demo for a tailored recommendation.
Client workflows
How do document requests work?
Firms send structured document requests to clients through the client portal. Clients upload files securely, and your team tracks fulfillment without email threads or lost attachments.
Marketplace
How does the preparer marketplace help my firm?
When season volume exceeds in-house capacity, firms post scoped tax jobs to the marketplace. Verified preparers apply, and your team assigns work with messaging, documents, and audit trails intact.
How does the preparer marketplace work?
Firms post scoped tax jobs when in-house capacity is tight. Verified marketplace professionals apply, and your team assigns work with messaging, documents, and audit trails inside governed workspaces.
TaxMarket Intelligence
What is TaxMarket Intelligence?
TaxMarket Intelligence™ is the platform intelligence layer — daily briefings, permission-aware recommendations, and searchable platform knowledge built from your authorized firm context. It is operational intelligence grounded in TaxMarket Pro, not a generic chatbot.
Is TaxMarket Intelligence a chatbot?
No. TaxMarket Intelligence delivers live operational insights — briefings, prioritized recommendations, and role-filtered knowledge search — without pretending to be a general-purpose AI assistant.
Security
How is my firm data protected?
TaxMarket Pro uses tenant isolation, role-based permissions, encrypted transport, audit logging, and verification workflows. See the Security and Trust Center pages for full details.