Bring qualified tax clients to your firm

TaxMadeEazy provides white‑label tax assessments that turn visitors into high‑intent leads — with your branding and a clean handoff to your practice.

Join the pilotSee how it works

We’re recruiting ~10 solo CPA pilot partners right now.

What you get in Variant 2 (pilot)
A fast entry offer for solo/very small firms.
  • Medium 10–15 question assessment flows
  • Your logo, intro copy, and custom CTA/contact
  • Intent scoring + qualified lead routing
  • Lead dashboard and CRM export
  • Subscription pricing from $49–$199/mo

How it works

1) Create your branded assessment link
Set up a path‑based white‑label page (e.g., taxmadeeazy.com/cpa/yourfirm) with your logo, messaging, and contact CTA.
2) Clients complete a guided assessment
Visitors answer a 10–15 question flow tailored to common tax situations. The system scores intent and niche fit.
3) Receive qualified leads in your dashboard
High‑intent leads are delivered with context and contact details. You follow up to book consultations and convert clients.

Why CPAs choose TaxMadeEazy

Lead quality over volume
Assessments capture intent and complexity signals so you spend time on clients who are ready to engage.
Low‑friction setup
Self‑serve onboarding with prebuilt templates. No code or marketing agency required.
Your brand, our infrastructure
White‑label experience keeps trust with your firm while we handle the assessment and routing.
Built for year‑round value
Start with core tax flows, then expand into seasonal modules as demand proves out.

Pilot pricing (Variant 2)

Simple subscription tiers based on qualified lead volume. Early access pricing uses the following monthly bands:

$49/mo
Starter
$99/mo
Growth
$149/mo
Team
$199/mo
Firm

Final tier boundaries will be validated with the pilot cohort based on qualified leads per month.

Pilot cohort details

  • Solo/very small CPA firms (US initial focus).
  • Goal: ≥4 qualified leads per CPA per month.
  • Discounted early access and direct influence on roadmap.
  • Pilot starts once cohort fills; expected 4–6 weeks.

Questions or want a quick walkthrough? Email support@taxmadeeazy.com.

Join the pilotEmail us

FAQ

How are leads qualified?

We score for intent and situation fit from the assessment (urgency, complexity signals, willingness to engage), then route only above threshold.

Do I need to change my website?

No. You can link to your branded assessment from your site, social, or outreach. We host and maintain the flow.

Is this compliant with CPA advertising rules?

Assessments are educational and include appropriate disclaimers. We’ll incorporate CPA feedback during pilot to ensure conservative compliance.

How fast can I get set up?

Pilot partners can be live in under an hour once branding and CTA are configured.