Partner Program

Your Trusted Sales
Tax Partner

TaxValet doesn’t just eliminate the stress, hassle, and risk of sales tax for our own clients. We do it for yours, too. We partner with exceptional accountants, bookkeepers, CPAs, and CFOs to give their clients peace of mind ... and free them from the burden of sales tax.

Why partner with TaxValet?

Referral
Incentive

Earn a share of each referral's revenue for 18 months. Don't want it? Pass the savings on to your client, or we’ll donate it to charity.

Team
Training

We'll provide your team with free sales tax training so you can better identify and mitigate your clients' risks.

Prioritized
Onboarding

Typically, clients have to wait 1-2 months before starting with TaxValet. Clients referred by our partners get moved to the front of the line.

Dedicated Tax Consultant

Get access to a dedicated expert for any sales tax questions that arise with your clients (even if we aren't working with them ... yet).

Marketing Opportunities

Get featured in the TaxValet blog, partner page, newsletter, and more.

Referral Opportunities

When our clients ask for a recommendation for a service provider, we'll send them your way.

Is our Partner Program right for you?

We prefer to have a small amount of high-quality deep partnerships than to partner with everyone in the world. Here's what we're looking for in a partner:

You have a commitment to excellence in customer service
You have a positive reputation in the marketplace as indicated by reviews, testimonials and case studies
You're aligned with TaxValet's core values

Schedule a Partnership Call

How It Works

Sales tax is hard. But finding the right partner doesn’t have to be.

Request an Intro.

Meet with Glenn to learn about TaxValet's services and how we can support each others' businesses.

Evaluate the Fit.

Most partners want to start with a single client, so we can prove that we're as good as we say we are.

Become a Partner.

We've got a standard process to get you linked-up with our systems so your team can get all the benefits of partnership.

Get Featured.

Throughout the year, we'll share co-marketing opportunities to help promote your business.

Hear from our partners

Our partners put their names and reputations on the line when they refer clients to us. That’s why we bend over backwards to ensure their sales tax problems are completely solved.

Your Trusted Sales
Tax Partner

Take the first step today.