Get matched with real
tax clients and
automate onboarding
in one platform
MYTAXAPP connects verified tax professionals with taxpayers actively requesting
tax services. Submit your quote, get selected by the client, and let MYTAXAPP handle
organizers, documents, and follow ups.
You control pricing and client selectionOnly verified tax professionalsReal quote requests during free trialBuilt for modern tax professionals who want to scale without scaling administrative costs.
Whether you are a solo practitioner or a growing firm, MYTAXAPP helps you attract qualified clients, streamline onboarding, and reduce time spent on repetitive administrative work so you can focus on higher value services.
How MYTAXAPP Brings You Clients
There is no bidding. You choose which requests to respond to and set your own pricing.
A simple, transparent client matching process
Tax clients request a quote
Taxpayers submit a tax return quote
request through MYTAXAPP with
relevant details about their situation.
You receive the request
Verified tax professionals receive
real quote requests and choose
which opportunities to respond to.
You submit your quote
You set your own pricing, scope,
and terms. There is no bidding and
no pressure to compete on price.
The client chooses
The tax client selects the tax
professional they want to work with
and the engagement begins.
Why MYTAXAPP?
FOR TAX PROS
Increase Profit Margins
Reduce time spent on data collection, document requests, and manual follow ups. Free up staff capacity for higher margin work.
Attract new generation of clients
Tech savvy clients expect a modern digital experience. MYTAXAPP helps you meet that expectation while maintaining professional standards.
Modern secure document collection
Clients upload documents through a secure, guided process that keeps everything organized and easy to review.
From client selection to completed
organizer without the back and forth
Move clients from selection to completed organizer faster, safer, and smarter. All-in-one platform for individuals and professionals
Automated onboarding and client management
Each client gets a dedicated portal tailored to their engagement. Communicate clearly and keep everything in one place. Status updates, reminders, organizer progress, and document tracking are handled automatically.
AI assisted features with human
control
Technology that supports your work, not replaces it. MYTAXAPP uses AI to assist with organization, reminders, and workflow efficiency while you remain fully in control of pricing, client decisions, and tax preparation. AI helps reduce friction and repetition so you can focus on professional judgment and client relationships.
Verified Tax Professional Directory
Be discoverable by clients actively looking for help. Verified tax professionals are listed in the MYTAXAPP directory, making it easier for taxpayers to find and request quotes from qualified professionals. This expands your reach beyond your local market and supports remote and digital engagements. Only verified tax professionals are listed and can submit quotes, helping maintain quality and trust across the platform.
Real Result from Tax Professionals
What tax pros are saying
We were able to get new clients through MYTAXAPP by responding to real quote requests. The automated onboarding and payment workflow completely changed how we schedule and manage engagements
TAX PRO
“MYTAXAPP helped us save hours of repetitive admin work. Instead of
hiring more admin staff, we were able to increase capacity and improve margins
