We collaborate with forward-looking AI and fintech companies pushing the boundaries of accounting and wealth management. Together, we bring insights, education, and practical tools to the verified tax professionals on the exchange.
TaxProExchange partners with forward-looking fintech and AI companies transforming tax, accounting, and wealth management. Our technology partners provide cutting-edge solutions for workflow automation, research acceleration, and client service enhancement—all vetted for integration with professional tax practices. Explore partner solutions, access exclusive member pricing, and connect directly with product teams who understand the unique needs of CPAs, EAs, and tax preparers.
Innovative AI platforms helping tax professionals work smarter, faster, and more accurately.
Every CPA, EA, and tax professional on our platform is manually verified. Connect your technology with practitioners who value trust and quality.
Our members are early adopters embracing AI and modern workflows. They're the ideal audience for innovative tax technology.
We believe the future of tax work is built through partnerships. Integrate, co-market, and grow together.
We prioritize transparency, professional excellence, and human-centered AI that augments rather than replaces practitioners.
Interested in partnering with TaxProExchange? We're looking for AI-forward firms building the future of tax, accounting, and wealth management.
Contact Partnerships Team