Why CPAs recommend TaxStackHub

Your clients want fast, accurate answers between visits. Give them the same tools you use — at no cost to your firm.

01 · Client deliverables

White-label analysis flow

Send clients a pre-branded link to our SE-tax, entity-comparison, and QBI calculators. Results display your firm name and contact — not ours.

  • Branded results page per client
  • PDF export with firm letterhead slot
  • No setup fee or minimum volume
02 · Monetization

Revenue share on Pro

When a client you refer upgrades to TaxStackHub Pro, you earn a percentage of their subscription for 12 months. We handle billing — you handle the relationship.

  • 15% of Pro MRR per referred client
  • Paid out monthly via Stripe
  • Attribution auto-tracked by email match
03 · Recurring upside

B2B MRR promise

Convert 10 clients to Pro and your firm books $50+ in recurring monthly revenue — for as long as those clients stay subscribed. The more you refer, the more your firm earns.

  • Recurring, not one-off
  • Stacks across your whole client base
  • Quarterly volume bonuses (50+ clients)

How the program works

Three steps from signup to first payout. Zero engineering work required on your end.

Step 1 — Onboard your firm

15 min setup

Submit the form below. We'll email you within one business day with your branded client-deliverable URL and a partner dashboard to track every referred client.

One-time. We never re-onboard your firm.

Step 2 — Send clients your link

15% of Pro MRR

Share your branded link in client emails, engagement letters, or your firm's portal. Each client's email is auto-matched to you when they subscribe to Pro.

Revenue share paid out monthly for 12 months per referred client.

Apply to the Partner Program

Tell us about your firm and we'll reach out within one business day with onboarding materials, your branded link, and partner dashboard access.

  • No upfront cost — payable only when clients convert
  • Cancel anytime — no minimum volume required
  • Includes white-label PDF exports per client
Partner signup

Application received

Thanks — we'll reach out within 1 business day with onboarding materials and your branded client link.