Tax Pros List Get New Small Business Clients

TAX PROS

Want new clients?

Our customers use do-it-yourself tools for bookkeeping, accounting, and tax.

But the self-serve model isn’t always possible without professional help.

That’s where you come in.

TAX PRO CRITERIA

We’re building an elite list of accredited or licensed U.S.-based professionals who have at least ten years of experience in their respective fields. *

Bookkeeping: Certificate, designation, or degree in bookkeeping, plus the highest-tier certification for at least one popular accounting program (QuickBooks, FreshBooks, Xero, Wave)
Accounting: Degree in accounting, plus the highest-tier certification for at least one popular accounting program (QuickBooks, FreshBooks, Xero, Wave)
Tax: Enrolled Agent or dual-licensed/accredited tax specialist (J.D./CPA, L.L.M./CPA, CPA/EA)

*Featured listing available for those with at least three published quotes or articles not older than three years old in well-recognized publications or websites. We’ll also consider publicized speaking engagements at local or national conferences.

Sign up here

STEPS

#1 Buy a paid practice management tool to get your free 1-year Tax Pro listing and newsletter subscription.

#2 Renew your paid newsletter subscription to extend your Tax Pro listing for another year.

I'm ready to join!

Review our credential requirements listed above

before filling out the questionnaire.

Frequently Asked Questions

How do I get on the Tax Pro list?

First, you must meet the credential criteria. Then, you can sign up for our directory to get a 1-year listing.

We only accept tax pros who purchased a Practice Management tool from us and renew their annual paid newsletter subscription.

Where can I find your Practice Management tools?

Click here to view our options.

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