Built for Reddit tax pros plain, transparent, and free during beta. Will stay free for founding members.TaxProExchange - for Reddit Tax Pros
A verified directory + matchmaking platform for CPAs, EAs, and CTEC preparers to offload overflow work, find trusted handoff partners, and build ongoing referral relationships.
- • Verified credentials (CPA, EA, CTEC)
- • Simple job posts & direct connections
- • Search by state, credential, specialty
- • No client files or payments handled
Why do we need TaxProExchange?
This web app, which aims to be a job marketplace for tax professionals grew out of two things:
- A reddit post where people were complaining about throwing money away on services that promise to offload tax work but don't deliver
- Frustrated Tax Pros that use expensive services to pick up tax work
The result is what you can join and test today. A streamlined, very focussed job marketplace for Tax Pros to post their profiles and pick up jobs that match their skills.
Our goal is to help people like us (we are tax pros ourselves) find good people to work with, not to build the next tech platform that is focussed on making as much money as possible.
This app is new so you might still see some rough edges, but we can build and iterate fast. All we need is your expertise to make it great.
Thanks for helping out.
Koen
Posted by u/RepliKoen on Reddit
Why join now?
Free during beta
No cost to try it with your real workflow.
Founding Member badge
Early credibility on your public profile.
Verified only
Profiles require valid credentials before listing.
Shape the roadmap
Your feedback drives job posts, SLAs, and notifications.
What it is (and isn't)
✅ It is
- • Verified directory of pros
- • Filters by credential, state, specialty
- • Post overflow jobs and connect directly
❌ It isn't
- • A place to store client files
- • An escrow/payments platform (for now)
- • A consumer marketplace like Upwork/TaxFyle
How it works
- 1Join
Use Google or LinkedIn
- 2Create profile
Credential, specialties, states
- 3Get verified
We check licenses before listing
- 4Post/connect
Share jobs or respond to others
FAQ
Is this free?
Yes - free during beta. We may add optional paid features later (e.g., featured listings).
Why not Upwork/TaxFyle?
Those focus on consumers. TaxProExchange is pros-only — CPAs, EAs, and preparers collaborating with each other.
What do I need to join?
A valid credential (CPA, EA, CTEC, or PTIN). We verify before listing your profile in search.
Do you handle client data or payments?
No. Keep client files in your own systems. Connect here, then work the way you already do.