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TaxMarket Pro

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Beta

TaxMarket Pro is onboarding founding firms through invitation-only early access.

Pilot firms are reviewed personally. We respond to demo requests within 1 business day.

Release notes

What shipped in TaxMarket Pro

Major platform milestones for firms, preparers, clients, and platform operators. Detailed change logs are shared with beta partners during rollout.

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v1.02026

TaxMarket Pro v1.0 — Operating platform foundation

  • Firm workspace with Client Management, tasks, automation, and executive dashboards
  • Client portal with document requests, messaging, and return tracking
  • Preparer marketplace with verification and assignment workflows
  • TaxMarket Intelligence foundation — briefings, recommendations, and knowledge search
  • Platform command center for multi-organization oversight
v0.92025

Beta readiness — marketplace and preparer ecosystem

  • Marketplace professional isolation from firm preparers
  • Verification center and platform marketplace management
  • Billing scaffolding for Marketplace Pro subscriptions