Build Better
Relationships.
The TaxFort Partner Program is designed for CPAs, bookkeeping firms, and financial consultants who want to provide their clients with world-class document infrastructure and security.
Why Partner with Us?
Professional Branding
Whitelabel client safes and invitations with your firm’s logo and domain for a seamless client experience.
Revenue Sharing
Earn generous commissions on client subscriptions or choose to bundle TaxFort into your firm's retainer.
Collaborative Workflow
Access client documents via Virtual Drive in real-time, eliminating the bottleneck of portal uploads.
Compliance-as-a-Service
Provide clients with built-in SOC2, WORM, and AES-256 encrypted environments by default.
Elite Partner
Practice Infrastructure Package
Revenue Share
25%
Client Safes
Unlimited
Built for Scaling Firms.
Whether you're a solo practitioner or a multi-office tax firm, we have a partnership model that aligns with your practice goals.
Connect with Partnership LeadCPA Firms
Resolution Pros
Bookkeepers
Wealth Managers