Tax Office Partnerships

Already Have Tax Clients? Let's Grow Together.

GetSmart Tax Pro welcomes applications from established tax offices interested in exploring a professional preparation, review, and e-filing partnership. Qualified offices may be considered for customized software arrangements and production-based partnerships.

All arrangements are subject to approval, compliance review, and applicable IRS, software provider, and financial product requirements.

Partnership Application

Apply to Become a GetSmart Partner

Tell us about your office. We'll review and reach out to schedule a qualification consultation.

Contact Name *

Business Name *

Business Email *

Phone Number *

Business City

State

Years in Tax Preparation

Approx. Prior-Season Return Volume

Approx. Prior-Season Bank-Product Application Volume

Do you have your own EFIN?

Do you have an existing client base?

Preferred Consultation Time

I consent to be contacted by GetSmart Tax Pro about a potential partnership and agree to the communication and privacy terms. I understand this is an application and not a guarantee of approval.

We do not collect SSNs, taxpayer information, identity documents, or sensitive tax records through this form. All submissions are reviewed manually before any partnership is approved.

What We Consider

A Thoughtful, Manual Review Process

Established book of business

Offices with an existing client base and prior-season production.

Compliance-first

EFIN, software provider, and financial product requirements reviewed carefully.

Customized arrangements

Qualified offices may be considered for customized software and production-based partnerships.

We do not promise that an office can independently transmit returns using GetSmart's EFIN. We do not collect SSNs, taxpayer information, identity documents, or sensitive tax records through the public application form.

Ready to Explore a Partnership?

Submit your application and our team will follow up to schedule a consultation.

APPLY FOR PARTNERSHIP

All applications reviewed manually before approval.