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★ Channel Partners

Expand your practice with the AI platform built for tax professionals

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

Verified & integrated

Trusted by leading firms in the accounting technology ecosystem

We've completed end-to-end implementation across the accounting technology ecosystem. So your clients get seamless, reliable integrations from day one.

QuickBooks Online QuickBooks Online
Xero Xero
Drake Tax Drake Tax
Lacerte Lacerte
ProConnect ProConnect
CCH Axcess CCH Axcess
UltraTax CS UltraTax CS
Custom API Custom API

Who it's for

Built for every type of partner

Whether you advise firms, build software, or run a community, there's a place for you in the Tax Velocity partner ecosystem.

Consulting firms

Consulting Firms

Technology consultants and accounting software advisors who help CPA firms evaluate and implement new tools. Refer clients and grow alongside them.

Software vendors

Software Vendors

Practice management, ERP, or accounting software companies looking to add AI-powered tax intelligence as a value-added layer for their clients.

CPE providers and associations

CPE Providers & Associations

CPA associations, CPE training providers, and professional networks with an audience of tax professionals who can benefit from Tax Velocity.

System integrators

System Integrators

IT service providers and implementation specialists who can bundle Tax Velocity into broader CPA technology engagements.

Referral partners

Referral Partners

Independent consultants, fractional CFOs, and industry advisors with active CPA networks. Earn recurring revenue on every successful referral.

Getting started

Four steps to your first client

We've streamlined the partner onboarding process so you can start delivering value quickly.

  1. 01

    Apply Online

    Complete the short application below. We review every application within 2 business days and respond with next steps.

  2. 02

    Get Onboarded

    Join a 45-minute onboarding call where we walk you through the platform, integration capabilities, and your unique partner resources.

  3. 03

    Start Referring

    Share your referral link with CPA firm contacts, co-host a webinar, or add Tax Velocity to your recommended tools list.

  4. 04

    Earn & Scale

    Track activity in real time on your partner dashboard. Payments are made monthly via ACH or wire with detailed reporting.

Trusted by CPA & accounting firms nationwide

What tax professionals say about Tax Velocity

Real outcomes from real firms — measured in hours saved, errors eliminated, and capacity recovered.

★★★★★

We cut document processing time by 75% and now handle 30% more returns with the same staff. I look back at manual data entry as almost unthinkable now — Tax Velocity changed how our entire practice operates.

SC

Sarah Chen, CPA

Managing Partner · Chen & Associates, Austin TX · 250 returns/year

✓ Verified Growth customer · 18 months
★★★★★

I evaluated four OCR tools before Tax Velocity. The others choked on K-1s and brokerage statements. Tax Velocity nails them on the first try — and the audit trail alone is worth the subscription.

MR

Michael Rodriguez, EA

Senior Tax Partner · Rodriguez & Associates · 410 returns/year

✓ Verified Growth customer · 24 months

Common questions

Partner program FAQ

01 What does the onboarding process look like for a new partner?

Once your application is approved, you'll join a 45-minute onboarding call where we walk you through the platform, your partner portal, referral tools, and co-branded assets. You'll leave the call ready to start referring clients with everything you need in hand.

02 What integrations does Tax Velocity support?

We've completed end-to-end implementation across the major tools your clients already use including QuickBooks Online, Xero, Drake Tax, Lacerte, ProConnect, CCH Axcess, UltraTax CS, and Custom API. Integrations are production-ready from day one, with no additional setup required from your side.

03 How long does the application review take?

We review all applications within 2 business days. You'll receive an approval or follow-up email with clear next steps. If approved, your onboarding call can typically be scheduled within the same week.

04 Do you offer demo accounts for partners?

Yes. All approved partners receive a fully functional demo account loaded with sample data so you can walk prospects through the platform with confidence. This lets you demonstrate real workflows without needing a live client environment.

05 What kind of support do partners receive after onboarding?

All partners get access to the partner portal, co-branded email templates, and email support. As the partnership grows, additional resources become available — including dedicated success management, joint marketing opportunities, and priority support. Full details are shared during your onboarding conversation.

Apply today

Ready to become a partner?

Fill out the form and our partnership team will reach out within 2 business days to discuss fit, answer questions, and schedule your onboarding call.

Partner Application

Takes about 3 minutes to complete.

We respond within 2 business days · No commitment required

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