See the request.
Choose the fit.
Review potential taxpayer opportunities that may fit your services, market, and capacity—then choose which conversations to pursue.
Match
A taxpayer requests a service. We compare it with your preferences.
Review
See what the taxpayer is looking for and why it may fit.
Control
Choose what to pursue. Set a weekly pace that fits your practice.
Before you decide
See the request. Decide if it fits.
Illustrative opportunity
Tax planning opportunity
Business owner · California · Virtual
- Taxpayer is looking for
- Proactive tax-savings guidance.
- Why it may fit
- Tax planning selected · California enabled · Capacity available
Illustrative product demo. Sample content only; no live opportunity, account, wallet, transaction, or marketplace action is shown.
First-funding launch offer
More buying power for your first opportunities. Software to build your first plan.
Start with a free professional account. When you are verified and ready to fund your wallet, your first qualifying $500 purchase unlocks these extras.
What we ask
Four details for a more relevant growth conversation.
Professional status, services, market, and current capacity help us talk through taxpayer work that may support your firm’s growth.
- Professional status
- Tax services
- Service market
- Capacity for new clients
Questions, answered
The launch offer, clearly explained.
Clear answers about free entry, optional wallet funding, and the one-time first-funding promotion.
Is it free to join?
Yes. Creating a professional account is free. Verification is completed before accessing client information or purchasing opportunities. Wallet funding and optional paid products are separate decisions.
Do I have to fund $500 to join?
No. Signup is free. The promotional credits and software usage unlock only after the first qualifying $500 wallet purchase by a verified firm.
What software bonus comes with the first-$500 promotion?
Your first qualifying $500 wallet funding receives $100 in Bonus Lead Credits, giving you $600 in total lead buying power. You also receive one software analysis and one software-generated complete tax plan for the same client, to use within 30 days of funding.
Can I use the analysis and plan for different clients?
No. The promotion covers one client’s analysis and the plan for that same client.
Will I automatically be charged for software afterward?
No. The promotion does not automatically start a paid software subscription.
Can I receive the promotion more than once?
No. It is a one-time first-funding offer per verified firm. Bonus Lead Credits are not cash.
Your next step
Ready to grow your practice?
Create your free professional account to explore taxpayer opportunities that may fit your services, market, and capacity. Funding is optional and considered only after verification.
Apply free →The first-funding software bonus must be used within 30 days of qualifying funding. No automatic software subscription.