Partner with us
Run your own office under Tax Harbor.
Preparers 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.
Your office
A separate office, not a shared inbox.
A partner office is its own tenant with its own clients, cases, calendar and settings. Tax Harbor sees what the program needs — never your clients' tax records.
Filing
E-file through Tax Harbor this season.
Returns go through the same approvals and are e-filed through Tax Harbor's partner provider. The transmit step is labeled simulated in the current release.
Credit
Your lead stays your lead.
First touch is locked the moment a client arrives through your link. Rewards follow collected fees.
What's included
Everything in the box.
- Your own tenant
- Your services and prices
- Personal links and QR codes
- Locked referral attribution
- E-file through Tax Harbor
- Academy access
Keep exploring
Related
Keep exploring
Ask about joining the program.
A short walkthrough with your office's questions in mind.
