Cut your prep time. Keep your clients. Earn what you’re worth.
TaxosAgent is the AI-powered platform built by tax professionals, for tax professionals. The licensed-pro layer is the moat — and you can be part of it.
Pick the path that fits your situation. We build the rest around you.
No one arrangement works for everyone. White-label firms, network partners, and acquisition conversations all look different. Start the application and we figure out the fit together.
White Label Your Firm
Best for: Established firms ready to scale without hiring.
Run your existing book of business on TaxosAgent's platform. Your branding, your clients, our engine. Full platform access, your name on the door.
Apply →Join the Network
Best for: Licensed Tax Professionals and EAs who want to focus on client work, not lead gen.
Get assigned clients from TaxosAgent's direct acquisition pipeline. Build your book without marketing spend.
Apply →Sell Your Firm to TaxosAgent
Best for: Firm owners 5–10 years from retirement.
If you're ready to exit, we may be interested. We acquire firms that align with our model and continue them under the TaxosAgent umbrella.
Apply →The moat is the licensed-pro layer. You are the moat.
The sovereign brain learns from every licensed pro who uses it — it gets smarter every season.
Genie surfaces strategies in seconds. You review, confirm, and ship. No more manual research.
Every return reviewed by a second licensed pro before it leaves the platform. Your work is protected.
No more 80-hour tax seasons. Automation handles the routine. You handle the judgment calls.
Your work surface. Built for how licensed pros actually work.
Client queue, Genie search, strategy library, review workflow, and internal notes — all in one place. No toggling between tools.
Unified work queue with in-house first-pick priority. Claim clients, view status, track progress.
400+ strategies, semantically searchable. Filter by category, income, entity type. Full implementation detail on every strategy.
Ask anything. Free-form query against the sovereign brain. Save results directly to client notes.
Apply to see it live. Platform access is part of the qualification process.
We’re selective. Not every applicant joins.
We protect the network by keeping quality high. We may circle back if criteria expand.
Common questions.
Apply to join the network.
Three minutes. We ask the questions that tell us if there’s a fit. Qualified applicants hear from us personally.
Start the application→