$295.00 / per month
TaxWealth Alliance (Beta)
Partnership that enables your company to present TaxWealth strategies as your own solutions.
- Access to TaxWealth's strategy library
- Referral registration and tracking
- Commission splits and referral fees
- TaxWealth's unique tax planning AI
- TaxWealth Tax Analysis Engine
- Tax strategy training and support
- Partner portal access
- Strategy slide decks, data sheets, etc.
- Register and track deals and referrals online
- Online education (Coming Soon)