Find your tax pro. Work
together seamlessly.
The marketplace connecting business owners with verified tax professionals. From discovery to filing, everything happens in one AI-powered workspace.
Jennifer Martinez, CPA
Martinez Tax & Accounting
Specializes in trucking, freelancers, and small business
David Kim, EA
Kim & Associates
Real estate investing and rental property expert
Only verified tax professionals
Every CPA and EA license is verified before they can join the marketplace.
Bank-level security
256-bit encryption, secure bank connections, SOC 2 compliant infrastructure.
AI-powered automation
Claude AI handles categorization, data entry, and research—save hours every week.
A marketplace built for both sides
Whether you're looking for expert tax help or growing your practice
For Business owners
Find a verified tax professional who understands your industry. Browse profiles, compare specialties, read reviews, and start working together—all in one platform.
- Browse verified CPAs and EAs by industry and location
- Read reviews and check credentials before connecting
- Work together in a shared AI-powered workspace
- Pay securely with escrow protection
For Tax professionals
Get discovered by businesses looking for your expertise. Build your profile, showcase your specialties, and manage your entire practice with modern tools.
- Create a profile showcasing your credentials and specialties
- Get matched with businesses in your target industries
- Manage all clients with AI bookkeeping and collaboration tools
- Built-in time tracking, invoicing, and escrow billing
Built for trust and transparency
Marketplace features that give you confidence in every connection
Verified credentials
Every tax pro's CPA or EA license is verified before they can accept clients
Real reviews
Read authentic reviews from business owners who've worked with each tax pro
Escrow payments
Your payment is held securely until your return is filed and accepted by the IRS
Smart matching
Get matched with tax pros who specialize in your specific industry and needs
The complete workspace
Once connected, you and your tax pro work together in one AI-powered platform
AI Bookkeeping
Automatic transaction categorization with confidence scoring. Your CPA reviews and approves low-confidence items.
Document Portal
Your tax pro requests docs, you upload them. Track everything in one place—no more email threads.
Deduction Tracking
Mileage, per-diem, home office, and more. IRS-current rates automatically applied with Schedule C mapping.
E-Signature
Sign tax forms, engagement letters, and IRS e-file authorizations directly in the platform.
Time & Billing
For tax pros: track time, generate invoices, and collect payments with escrow protection.
AI Tax Research
Chat-based research across IRS publications with direct citations and exportable answers.
How it works
From finding your tax pro to filing your return—everything in one platform
Find your tax pro
Browse verified CPAs and EAs. Filter by industry, location, and specialty. Read reviews from other business owners.
Connect & onboard
Send a connection request. Once accepted, connect your bank and complete the onboarding questionnaire together.
AI does the heavy lifting
Transactions auto-categorize, deductions get flagged, documents organize automatically. Your CPA reviews and approves.
File & pay securely
E-sign your return, payment goes into escrow, funds release to your CPA once the IRS accepts your filing.
Why we're building Dynatax
Finding the right tax professional is hard. Working together is even harder. Email threads get lost, documents pile up, and simple questions take days to answer.
The old way
- Search Google, hope they're qualified
- Email back and forth for weeks
- Manually categorize every transaction
- Print, sign, scan documents
- Pay upfront, hope it gets done
The Dynatax way
- Browse verified CPAs by specialty
- Work together in one workspace
- AI handles categorization automatically
- E-sign everything in-platform
- Escrow protects both sides
For Business
Owners
Find a tax pro and work together
- Browse and connect with verified tax professionals
- AI-powered transaction categorization
- Unlimited bank account connections
- Document portal and sharing
- Mileage and per-diem tracking
- E-signature for tax forms
- Real-time P&L and reports
- Secure escrow payments to your tax pro
For Tax
Professionals
Grow your practice with tools
- Profile in marketplace with credentials
- Get discovered by potential clients
- Multi-client dashboard and management
- AI bookkeeping review queue
- Time tracking and invoicing
- Escrow billing with automatic release
- AI tax research assistant
- Two-way SMS client communication
Frequently asked questions
Dynatax provides the platform to connect you with verified tax professionals who will prepare and file your taxes. The professionals handle the actual filing.
Our AI securely connects to your bank accounts and uses machine learning to automatically categorize transactions according to IRS standards, saving you hours of manual data entry.
Yes, you can use our bookkeeping and tracking tools independently, but the platform is designed to seamlessly integrate with a tax professional when you're ready.
We use bank-level 256-bit AES encryption and partner with Stripe for secure bank connections. We never sell your data to third parties.
You can search our marketplace by industry, specialty, and location to find verified CPAs and EAs that match your specific business needs.
Yes, you can upgrade, downgrade, or cancel your plan at any time from your account settings.
Ready to get started?
Join the marketplace that's reimagining how
tax pros and businesses work together