Partner Program

Become a Tax Pre-Process white-label partner and enhance your firm's service offerings.

What is White-Labeling

White-labeling allows you to deliver the Tax Pre-Process system under your firm's brand (logo, theme colors, custom domain). Clients see it as your firm's proprietary cloud service, boosting brand value and client retention.

  • Logo & theme color customization
  • Custom domain service delivery
  • System displayed under your firm's name
  • Unique branded experience for clients

White Label

Tenant Isolation

Tenant Isolation Mechanism

Each client (tenant) has completely isolated data, managed securely.

  • Independent database space per client
  • Cross-tenant access control
  • Independent user & permission management
  • Tenant-level settings & customization

4 Key Partner Benefits

Dramatic Efficiency Gains

Reduce bookkeeping time by 80% with AI-OCR and Review Station. Maximize staff productivity.

Enhanced Brand Value

White-label your own branded cloud service. Differentiate your firm and boost client satisfaction.

Secure Data Management

Complete data isolation per client in a multi-tenant environment. Guaranteed security and reliability.

Deployment & Operations Support

From initial setup to operations, our dedicated team supports you throughout. Deploy with confidence.

Deployment Models

Direct Deployment Model

Your tax accountant firm directly deploys Tax Pre-Process and provides the service to your clients.

  • Immediate use within your firm
  • Issue accounts for your clients
  • Centralized management by firm admin
  • Gradual client rollout supported

Channel Partner Model

As a Tax Pre-Process sales partner, deploy the service across your customer network.

  • Partner-exclusive management dashboard
  • Support for multi-firm deployment
  • Special partner pricing plans
  • Co-marketing support

Join Our Partner Program

Start with an info request or consultation. We'll recommend the optimal deployment plan for your firm.

Contact Us