Connect with tax professionals.
Build relationships inside a professional community designed for tax preparers, tax professionals, and Office teams at different stages of practice growth.
PROFESSIONAL REFERRAL CONNECTIONS
A Tax Referral Network Built for Tax Professionals
My Tax Pros Networking brings professional connections, governed referral tools, and eligible client opportunities into one tax professional network—without turning private taxpayer information into public content.
Build your tax practice through professional connections.
Use the part of the network that matches the opportunity instead of forcing every referral into one workflow.
Share direct referral opportunities.
Eligible members can post or respond to privacy-safe professional referral needs through the governed Referral Exchange member workspace.
Respond to matched tax-service needs.
Eligible professionals may receive client opportunities based on service, location, availability, and member standing. Availability and placement are never guaranteed.
From professional presence to privacy-safe follow-up.
Access remains controlled by membership, eligibility, and the rules of each workflow.
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Join through the right membership path
Community offers a free starting point. Professional, Pro, and Office memberships unlock different professional tools and opportunities.
- 02
Build an eligible professional presence
Complete the applicable profile, review, membership, and publication requirements before public discovery or governed opportunity access.
- 03
Use the appropriate referral workflow
Professional referrals stay in Referral Exchange, while customer tax-help requests follow the platform's matching and routing process.
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Protect taxpayer information
Use public and networking forms for general service details only. Sensitive taxpayer records belong in an appropriate secure provider workflow.
Four referral concepts, four distinct purposes.
My Tax Pros uses separate, governed workflows so professional opportunities, customer matching, and direct referral rewards are not confused.
Referral Exchange
A protected member workspace where eligible tax professionals can post and respond to privacy-safe professional referral needs.
Tax-help matching
A customer-service workflow that helps people search public profiles or request a match based on service and routing criteria.
Referral Rewards
A single-level direct referral program. Only eligible completed business may qualify after verification and approval; private reward schedules stay authenticated.
Referral code attribution
A referral link or manually entered code can record who referred an account. Connecting a code alone creates no business transaction, reward, or payout.
CHOOSE YOUR NEXT STEP
Join the network, learn, or find professional help.
Compare membership paths, explore tax-professional training, or use the public directory when you need tax services.