Find a tax pro who already works in DynaTax AI
For when the answer is 'you need an accountant for this'.
When the answer is “you need an accountant for this”, you shouldn’t lose a week finding one. Browse professionals or post what you need, compare them side by side, and the one you choose works in your books from day one.
14-day free trial · No credit card required
Included in: Every plan
From any conversation with Dyna, connect with a tax professional.
What it does
Browse professionals, send a service request, or book one instantly.
They already know the system
Every professional in the marketplace works inside DynaTax AI, so there is no onboarding tax.
Browse or request
Look through professionals yourself, or post what you need and let them come to you.
Book instantly
Some professionals accept instant bookings, so you can be talking to someone today.
How it works
How find a tax pro works
- 1
Say what you need
Browse professionals, or send a service request describing the work.
- 2
Compare
Profiles, specialisms and what they charge.
- 3
Engage
Book a consultation or start an engagement, and they join your books.
The details
Find a tax pro, in detail
Browse by specialty
Search by name or specialty and filter by individual tax, small business, corporate tax, tax planning or tax resolution. Sort by highest rated, most experience, rate or most projects.
Post a service request
Describe the work: tax preparation, bookkeeping, tax planning, audit support, payroll services, CFO services, business consulting, tax advisory or financial planning. Add a preferred start date and a deadline, and professionals respond.
Proposals before commitment
Professionals send proposals. You see the proposal total before you accept, and accepting is what opens messaging, so the conversation starts with an agreed scope.
Firms as well as individuals
Browse individual professionals or whole firms. Track your active requests and bookings from the marketplace, in the same portal as your books.
Trust
Your books, on your terms
Read-only bank connection
You sign in on your bank’s own screen. DynaTax AI can see balances and transactions. It can’t move money.
You stay in control
Nothing posts without your approval, except merchants you’ve already confirmed above the auto-post threshold.
Your data isn’t training data
Your data isn’t used to train AI unless you turn on Allow AI Training. It’s off by default.
A professional when you want one
Invite your own CPA into your books, or find one in the marketplace. Dyna’s answers are general information, not professional advice.
Plans
Where find a tax pro is included
Every plan. Every plan starts with a 14-day free trial, no credit card required. Pay yearly and get 12 months for the price of 10.
Bring your books with you: import transactions, your chart of accounts, opening balances, customers, vendors, invoices and bills from CSV, Excel or a QBO/OFX bank download. Switching from QuickBooks
- Starter$29 / month · 1 user
- GrowthRecommended$49 / month · 3 users
- Pro$99 / month · 10 users
Related features
Works well with
FAQ
Find a tax pro questions
Run your business. Live your life.
Try find a tax pro with your own books for 14 days. Less time on the books, more time for everything else.
No credit card required