Free for individual tax professionals. Affordable for firms that need a trusted bench.
Everything in Individual, plus tools to manage your bench and scale your firm.
| Feature | Individual | Firm Workspace |
|---|---|---|
| Verified profile | ✓ | ✓ |
| Directory search & filters | ✓ | ✓ |
| Direct messaging | ✓ | ✓ |
| Connection requests | ✓ | ✓ |
| Mentorship access | ✓ | ✓ |
| Job applications | ✓ | ✓ |
| Post jobs to the talent pool | — | ✓ |
| Private professional bench | — | ✓ |
| Team member access | — | ✓ |
| Categorize by specialty | — | ✓ |
| Send invitations | — | ✓ |
| Public firm profile | — | ✓ |
| Flat-rate monthly billing | — | $30/mo |
Yes — forever. Individual CPAs, EAs, and CTEC preparers can create a verified profile, search the directory, connect with other professionals, and access mentorship at no cost.
Firm Workspace ($30/month) gives you a private bench to save and categorize verified professionals, team member access, the ability to send invitations, and an optional public firm profile page.
Yes. There are no contracts or cancellation fees. You can cancel your Firm Workspace subscription at any time from your settings.
No per-seat fees. Firm Workspace is a flat $30/month regardless of how many team members you add.
No. TaxProExchange is a connection-only platform. All contracts, payments, and file sharing happen directly between the firm and the professional — off-platform.
We occasionally offer trial periods. Reach out via the demo request form and we can discuss what works best for your firm.
Join thousands of CPAs, EAs, and tax preparers who use TaxProExchange to find trusted colleagues.