Build Your Tax Practice
Create your own white-label tax firm. Use our platform to manage restaurant clients, streamline workflows, and grow your practice.
What You Get
White-Label Portal
Client portal with your firm's branding, logo, and colors.
Engagement Letters
Custom engagement letter templates with e-signature support.
Document Collection
Secure client portal for document uploads with automatic organization.
Custom Questionnaires
Create custom intake questionnaires for your clients.
Payment Collection
Integrated invoicing and payment collection from clients.
Team Management
Add team members with role-based permissions.
Your Pricing, Your Way
Set your own fees for each service. Platform fee is 10% — half off (5%) during launch!
| Return Type | Your Fee | Platform (5%) | You Keep |
|---|---|---|---|
| Personal (1040) | $400 | $20 | $380 |
| S-Corp (1120-S) | $1,000 | $50 | $950 |
| C-Corp (1120) | $1,200 | $60 | $1,140 |
| Partnership (1065) | $900 | $45 | $855 |
AI document analysis — automatically detect W2 wage discrepancies and flag issues before filing.
How It Works
Create Firm
Set up your branded portal
Add Clients
Invite or import clients
Collect Docs
Secure document portal
File & Bill
Complete and invoice
Additional Revenue Opportunities
Restaurant Tax Credit
Help clients recover tax credits they've already paid. Average recovery is $40,000 per restaurant.
Business Lending
Connect clients with capital for equipment, expansion, or working capital.
Ready to Build Your Practice?
Create your white-label tax firm today and start serving restaurant clients with our powerful platform.
Create Your Firm