Resource for all things Tax-Relief

Partner-Up Program

By partnering with us, you'll help us connect and make a positive impact in the tax community. Partner up with us and receive a complimentary Ai Tax Sidekick to help support your clients at no cost!

We’re in beta: invitation required, or request a demo.

Partnership Program

Partner up with us and receive a complimentary AI Tax Sidekick to help support your clients at no cost!

Who is this for?

Our AI Tax Sidekick is designed for tax professionals who want to enhance customer service and boost client retention on their website, all without the hefty price tag of traditional AI integration.

An AI Tax Sidekick offers real-time support and enhances client retention through improved service and engagement.

What is our Ai Tax Sidekick?

Enhance your Tax business with a custom Ai Tax Sidekick for your website that delivers the information your customers need, precisely when they need it. Our Ai Tax Sidekick is similar to our AI Assistant "Mike", ready to assist your clients directly on your website.

What is our Ai Tax Sidekick?

Enhance your Tax business with a custom Ai Tax Sidekick for your website that delivers the information your customers need, precisely when they need it.

How can it boost your website?

Immediately answer customer questions 24/7 and solve customer issues before they escalate into support tickets. Skip the static forms and dull surveys. Our interactive Ai Tax Sidekick deliver a vibrant, engaging experience for generating leads and gathering insights.

Extra Ai Sidekick benefit for your website

Effortlessly capture emails, conduct insightful surveys, or efficiently manage bookings with ease and precision

Extra Ai Sidekick benefit for your website

Effortlessly capture emails, conduct insightful surveys, or efficiently manage bookings with ease and precision

How can it boost your website?

Immediately answer customer questions 24/7 and solve customer issues before they escalate into support tickets. Skip the static forms and dull surveys. Our interactive Ai Tax Sidekick deliver a vibrant, engaging experience for generating leads and gathering insights.

Extra Ai Sidekick benefit for your website

Effortlessly capture emails, conduct insightful surveys, or efficiently manage bookings with ease and precision

Zapier Integrate

With our Zapier integration, you can easily transfer leads to applications like Google Sheets and set up powerful automations across thousands of apps.

How easy is it to install?

No coding required—just add a simple code snippet to your website, and our AI Sidekick will integrate seamlessly. If you need assistance, we're here to guide you through setting up your own AI Tax Assistant to enhance your website's support for your clients.

How easy is it to install?

No coding required—just add a simple code snippet to your website, and our AI Sidekick will integrate seamlessly. If you need assistance, we're here to guide you through setting up your own AI Tax Sidekick to enhance your website's support for your clients.

Ai Tax Sidekick demo

TDM-About-Us

We provide tailor-made AI Tax Sidekicks designed exclusively for tax professionals like you, ensuring they perfectly fit your practice’s needs. Our demo is just a glimpse into the transformative power of AI for your business. Imagine an AI Tax Sidekick that not only captures emails and phone numbers to boost client retention but also efficiently handles tax-related inquiries, freeing up your time during the peak tax season. This isn’t just an enhancement; it’s a game-changer for your practice. And the best part? It’s completely free—a rare offering in a field where AI solutions often come with hefty costs. We're committed to providing this essential resource at no charge to support your success.

Onboarding made easy

Discover how we stand by your side, offering support at every stage of your journey. We are dedicated to making sure your implementation not only meets but exceeds your business requirements and user expectations. From the meticulous process of data validation to comprehensive end-user training and every crucial step along the way, we guide you through the entire journey to ensure a seamless and effective rollout.

We are here to help with installation

Setting up our AI Tax Sidekick is easy—just copy and paste our snippet code into the header of your website. If you need assistance, our support team is here to help!

Onboarding made easy

Discover how we stand by your side, offering support at every stage of your journey. We are dedicated to making sure your implementation not only meets but exceeds your business requirements and user expectations. From the meticulous process of data validation to comprehensive end-user training and every crucial step along the way, we guide you through the entire journey to ensure a seamless and effective rollout.

We are here to help with installation

Setting up our AI Tax Sidekick is easy—just copy and paste our snippet code into the header of your website. If you need assistance, our support team is here to help!

Ready To Partner Up?

Partner up and get onboarded in as little as 48 hours

Partner vs Partner-Plus

What does our company gain from this?

All we ask is that our partners retain our logo on the tax tools we provide. By doing so, you help us enhance our visibility and reach a broader audience. In return, we are able to offer you access to valuable AI tools without any cost. This arrangement allows us to support your needs while also promoting our brand, creating a mutually beneficial relationship.

What does becoming a partner mean?

Becoming a partner grants you free access to our AI Tax Sidekick and all its tax resources and tools. In return, we ask that our logo remains visible on the AI Tax Sidekick interface. This small gesture helps us gain exposure while you benefit from our cutting-edge tools and future innovations at no cost. By partnering with us, you'll help us connect and make a positive impact in the tax community.

Why is it Free for Partners?

Partnering with us is free! We just ask that our logo remains visible on the AI Tax Sidekick interface. This helps us gain exposure and, in return, allows us to provide you with valuable AI tools at no cost

why is there a cost for Partner-Plus

Partner-plus is for businesses that wants to use our AI Tax Sidekick as a white-label solution and replace our branding with their own. To accommodate this customization, a monthly fee is required

What is the advantage of Partner-Plus

Partner-Plus have the option to pay to use our AI Tax Sidekick without our branding logo and includes additional features. This ad-free experience allows you to replace our logo with your own for a fully personalized branding experience

Become a partner at no cost

Partner vs Non-Partner cost

Request An Invite

We're in beta and bringing new customers on board every week. Request to become a partner today to see what we can do for your tax practice at no cost