An annual partnership for CPA firms that want priority access, volume discounts, and co-branding rights — the infrastructure layer for firms that take tax compliance seriously.
Partner firms get a differentiated stack — better support, better economics, and the credential to prove it.
Skip the queue. Partner firms are routed directly to senior support staff via phone and chat using your firm partner code.
Phone + ChatGet hands-on with new capabilities before general release. Shape how tools are built by providing structured feedback during beta.
Beta AccessDisplay the "TaxCodex Certified Partner" badge on your website and client materials. Signal authority and platform expertise.
Certified Badge15–25% off all TaxCodex subscriptions for your firm, tiered by size. Discounts apply to every seat, every renewal.
15–25% Off All PlansA named point of contact for onboarding, renewals, and expansion. Full relationship management for your account.
Coming SoonYour firm is listed on the public TaxCodex Partner Directory — discoverable by individuals and businesses seeking verified CPA expertise.
Public ListingPartnership is priced by firm size. The discount on TaxCodex subscriptions typically offsets the fee entirely at scale.
| Firm Size | Annual Partnership Fee | Subscription Discount |
|---|---|---|
|
Standard
5–15 tax professionals
|
$5,000 /year | 15% off all plans |
|
Growth
16–50 tax professionals
|
$7,500 /year | 20% off all plans |
|
Enterprise Best Value
51+ tax professionals
|
$10,000 /year | 25% off all plans |
The partnership is selective. These requirements exist so the program stays meaningful for every firm in it.
Active state CPA license — verifiable through the relevant state board.
At least 5 credentialed tax professionals on staff at time of application.
Firm must have been in active practice for a minimum of two years.
An existing paying TaxCodex subscription is required before applying.
Approved partner firms are listed below. Verified. Vetted. Trusted.
Applications are reviewed within 5 business days. If your firm meets the requirements, you'll receive an onboarding package and invoice.
Questions? Email partnerships@polsia.app