Solutions
The right shape for your firm.
One preparer or several offices, your own clients or a partner office under Tax Harbor — the product fits the way you work.
By firm size
Solo, small office, multi-office.
Solo preparerYour own booking link, a client portal, the review desk and the Academy, on a single seat. Solo practices run under the Tax Harbor brand.Small office (2–4)Preparers review, the owner approves for the office, clients authorize. A shared calendar with review windows and one pipeline for the team.Multi-officeEach office is its own tenant with its own services, team and settings. Records never cross offices; the platform view sees plans and tenants, never tax records.
Partner with us
Partners, referrals and integrations.
Partner Preparer ProgramPreparers who join the program get their own office on the platform — their clients, their services, their link — while e-filing through Tax Harbor this season and keeping referral credit where it belongs.Referral ProgramEvery professional and affiliate partner gets a personal link and QR code. The first touch is locked; rewards follow collected fees from pending to eligible to paid.IntegrationsEvery external system sits behind an adapter with a visible status. Here is what is live, what runs in simulated mode in the current release, and what is planned.
Not sure which fits? Ask us.
A short call to match the plan and the program to your office.
