Wealth & Investment Management
Modernizing tax prep for RIAs
Add tax as a service. Avoid the pain of building a tax practice.
Add tax planning to the mix
Your clients already trust you with their wealth. Now, give them a reason to stay—with personalized tax insights that complement your financial planning and strengthen your role as their go-to advisor.
One platform, more value, lasting relationships.
Our Co-Branded Solution at a glance
Once signed in, clients arrive at the portal homepage, their central hub to manage all tax tasks in one place.
After a quick questionnaire, they'll be guided to upload the documents we need according to their tax situation.
When the Pro finishes the draft, clients receive it in the platform to review, request changes, or approve
We offer two models
based on your structure
Direct to Consumer
For firms without an internal tax team
Taxfyle manages the client experience through its co-branded platform and support.
Our CPAs handle onboarding, preparation, review, and e-filing from start to finish.
RIA monitors performance but doesn't need to manage or file returns.
Recommended
Staff Augmentation
For firms with accountants or tax infrastructure
RIA leads the client relationship and owns all communication.
Taxfyle supplies licensed preparers and reviewers who work under your team's direction.
RIA signs and files every return, maintaining full responsibility and compliance ownership.
Want to know the best model for you?
Contact salesAvailable
return types
1040s
simple to complex
Business returns
1120, 1065, 1120S
Trust and estate returns
Amendments,
prior years
Consultations on-demand
Security and data protection
