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We work with a growing network of channel partners who have completed end-to-end implementation at the integration level. Bring Tax Velocity to your clients and help them transform how they work.
8+
Active Partners
8
Supported Integrations
45 min
Avg. Onboarding Time
San Francisco, CA | Mid-Market (25 employees)
Challenge
Overwhelmed with complex R&D tax credit research during rapid client growth. Research was taking 8-12 hours per case, creating bottlenecks.
Solution
Implemented taxvelocity.ai's AI Research platform for all technical tax questions and R&D credit analysis.
Results
75% reduction
In research time
3x growth
In client capacity
$180K
Additional annual revenue
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Austin, TX | Small Firm (8 employees)
Challenge
High staff turnover meant constantly training juniors on complex real estate taxation. Quality control issues led to compliance risks.
Solution
Deployed AI-powered compliance monitoring and workflow automation to standardize processes and catch errors proactively.
Results
75% - 90% reduction
in compliance errors
40 hrs/month
saved per staff
Zero issues
in last 18 months of audits
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New York, NY | Enterprise (120 employees)
Challenge
Needed to evaluate AI adoption firm-wide, but security concerns from partners and clients created hesitation. Required enterprise-grade compliance.
Solution
Conducted thorough security evaluation of taxvelocity.ai's SOC 2 Type II certification, then piloted with select teams before firm-wide rollout.
Results
60% faster
onbording for new staff
50+ hours
saved monthly firm-wide
100% confidence
in data security
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Chicago, IL | Small Firm (12 employees)
Challenge
Manual data entry from client documents consuming 30% of staff time. Errors in data extraction causing rework and client frustration.
Solution
Implemented document intelligence and workflow automation for all client intake and tax document processing.
Results
70% reduction
in data entry time
95% accuracy
on first extraction
50% faster
client onboarding
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