Taxfyle
Taxfyle operates a two-sided online marketplace connecting individual filers, small businesses, and accounting firms with 7,200+ US-based licensed CPAs and Enrolled Agents for tax preparation, advisory, and outsourcing services across web, mobile, and partner APIs.
- Company typePrivate
- Founded2015
- HeadquartersMiami, United States
- Headcount11–50
- GTM typeB2B and B2C
- OfferingServices
What Taxfyle does
Taxfyle, operated by legal entity Tickmark, Inc., is a Miami-based (Coconut Grove, Florida) online tax preparation marketplace founded in 2015. The company operates a two-sided platform connecting individual taxpayers, small businesses, and accounting firms with a network of 7,200+ US-based licensed CPAs and Enrolled Agents averaging approximately 12 years of professional experience. Core distribution channels include a direct-to-consumer web and mobile (iOS/Android) platform, a B2B Tax Outsourcing Platform for accounting firms, and partner-facing APIs enabling white-label and embedded tax preparation. Taxfyle's product portfolio spans Tax Filing, Tax Advisory, Tax Outsourcing, and API Integrations, supplemented by TXF Intelligence — an AI layer launched in 2025 that combines OCR, NLP chatbots, predictive analytics, and automated document verification, claimed to automate up to 70% of return preparation.
Taxfyle's revenue model combines marketplace commissions or referral fees on engagements completed by CPAs and EAs, transaction-based technology and processing fees, an optional recurring audit protection fee for individual customers, and managed services revenue from B2B firms using the outsourcing platform. Pricing is quote-based rather than publicly listed, with service fees scaled to tax complexity and additional technology and cancellation fees. The customer base spans individual filers (primary segment), 100+ tax and accounting firm partnerships, Registered Investment Advisors (RIAs), and small business owners, with a flagship partnership with Robinhood announced in February 2026 to provide tax preparation within Robinhood's concierge service for high-net-worth investors.
Operationally, Taxfyle has raised over $35 million in total funding since inception across early rounds, a 2018 Series A ($4.1M), and a 2022 Series B ($20M) led by Fuel Venture Capital and IDC Ventures, with stated use of funds including platform development, API expansion, geographic scaling, and over 100 planned hires. The company maintains enterprise-grade compliance certifications (SOC 2 Type II, ISO 27001, ISO 27017, PCI DSS) and GDPR-aligned data processing terms. A $500,000 asset-backed short-term loan from Winchester Equity Corporation in June 2026 and the absence of a new equity round since February 2022 indicate the company is currently operating under capital constraints despite continued product and partnership momentum.
Taxfyle firmographics
Firmographics- Name
- Taxfyle
- Legal name
- Tickmark, Inc.
- Website
- https://taxfyle.com
- Company type
- Private
- Founded year
- 2015
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Taxfyle operates a two-sided online marketplace connecting individual filers, small businesses, and accounting firms with 7,200+ US-based licensed CPAs and Enrolled Agents for tax preparation, advisory, and outsourcing services across web, mobile, and partner APIs.
- Ownership category
- akta.pro rank
Taxfyle industry classification
Industry- Product category
- Online Tax Preparation Services
- NAICS
- Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Tax Preparation Services (541213), Offices of Certified Public Accountants (541211)
- SIC
- Services-Computer Programming, Data Processing, Etc. (7370)
- akta.pro primary industry
- Tax Advisory & Compliance (BPAHABAB)
- akta.pro secondary industries
- Tax Return Filing, Processing & Assessment (BPAIADAC), Tax Planning & Personal Tax Optimization Tools (FSAGADAJ), Taxpayer Services, Education & Outreach (BPAIADAM)
Keywords
Where Taxfyle is headquartered
LocationHeadquarters
- HQ city
- Miami
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Taxfyle business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure
Revenue model
- Marketplace Commission / Referral Fees: Taxfyle operates as a referral service, retaining a referral fee from all transactions conducted through the platforms. CPAs and EAs receive payment for completed engagements while Taxfyle takes a transaction cut.
- Technology and Processing Fees: Fees charged for data storage, payment processing, customer support, encryption, and third-party payment services (Technology Fee and Processing Fee).
- Audit Protection Fee: Optional fee charged to individual Taxfyle Customers for audit protection services and coverage.
- B2B Outsourcing Services: Revenue from accounting and tax firms utilizing the Taxfyle Outsourcing Platform to connect with tax professionals for their clients.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Transaction based/ take rate | Pay-as-you-go | Individual Tax Filing |
| Transaction based/ take rate | Pay-as-you-go | B2B Outsourcing Platform |
Go-to-market motion3 records
Distribution channels5 records
Marketing channels4 records
Taxfyle product offering
Product offeringCore offering
Taxfyle operates an online two-sided marketplace that connects individual taxpayers and businesses with a network of over 7,200 US-licensed CPAs and Enrolled Agents for tax preparation, filing, and advisory services. The platform offers AI-powered tax preparation tools (TXF Intelligence), tax preparation outsourcing for accounting firms, and partner-facing API integrations for embedding tax services into third-party platforms.
Product overview
Taxfyle operates as an online accounting workforce platform offering AI-powered tax preparation and filing services. The core product is the Taxfyle Platform, which connects individuals and businesses with a network of 7,200+ US-based CPAs and Enrolled Agents. The platform includes the core Tax Filing service, Tax Advisory (strategic planning), and Tax Outsourcing (for accounting firms). TXF Intelligence is Taxfyle's proprietary AI product that automates document verification, data extraction, and compliance monitoring. The company also offers API Integrations for partners to embed tax services, and mobile applications for iOS and Android. The platform is designed for both direct consumer use and B2B firm partnerships.
Differentiator
Problem solved
Functional benefit
Brands
- TXF Intelligence: AI-powered tax preparation software that automates data extraction, document organization, compliance monitoring, and up to 70% of return preparation. Offers automated document verification and direct integration into existing tax software.
Products and services
- Taxfyle Platform Online marketplace platform connecting individuals and businesses with US-based CPAs and Enrolled Agents for tax preparation, back taxes, extensions, and prior-year returns.
- TXF Intelligence AI-powered tax preparation software that automates data collection, document verification, predictive analytics, and compliance monitoring, automating up to 70% of return preparation.
- Tax Advisory Strategic tax planning and advisory services providing guidance beyond basic preparation, including tax planning impact analysis.
- Tax Outsourcing B2B outsourcing platform enabling accounting and tax firms to connect with third-party tax professionals to complete tax preparation and accounting deliverables for their clients.
- API Integrations Partner-facing API enabling third-party platforms to integrate Taxfyle's tax preparation services and embed filing capabilities into their own applications and workflows.
- Taxfyle Mobile App Mobile application for iOS and Android enabling individual users to access Taxfyle's tax filing services on mobile devices.
Quantifiable outcome
- Automates up to 70% of return preparation
- +2 more outcomes
Companies that use Taxfyle
Customer profileNamed customers1 record
Segments4 records
Ideal customer profiles4 records
Taxfyle technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability7 records
Feature4 records
Taxfyle partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered flagship and core.
- RobinhoodflagshipTaxfyle provides tax preparation services through Robinhood's new concierge service targeting millionaire investors. The partnership bundles tax preparation, estate planning, and CFP support through third-party providers Vanilla and Taxfyle, marking Robinhood's strategic shift from low-cost retail platform to premium concierge services.
- 100+ Accounting and Tax FirmscoreFirm partnerships through the Taxfyle Outsourcing Platform, enabling accounting firms to connect with the network of CPAs for handling overflow and outsourced tax preparation work.
Scale indicators6 records
Recent moves6 records
Expansion highlights6 records
Taxfyle competitors and assessment
Company assessmentDirect peers
- 1-800Accountant: 1-800Accountant provides on-demand access to CPAs and tax professionals for SMBs and individuals via subscription and project-based pricing, directly comparable to Taxfyle's marketplace and B2B outsourcing model.
- H&R Block: H&R Block is a major US tax preparation retailer and software provider offering DIY, assisted, and professional preparation across online, mobile, and in-person channels, directly competing with Taxfyle for consumer tax filers.
- Jackson Hewitt: Jackson Hewitt operates a large assisted tax preparation network with both retail and online channels, comparable to Taxfyle's pro-assisted marketplace serving lower-to-middle-income filers.
- SurePrep: SurePrep sells tax automation software (OCR, workpaper management) to CPA firms, overlapping directly with Taxfyle's B2B Outsourcing Platform and TXF Intelligence workflow automation.
- Intuit (TurboTax / TurboTax Live): Intuit's TurboTax is the dominant US consumer and small-business tax filing software, and TurboTax Live directly replicates the human-CPA marketplace model Taxfyle pioneered. Most direct competitor for both DTC filers and embedded live-assistance experiences.
- TaxAct: TaxAct offers consumer and professional tax preparation software with a similar price-aggressive positioning and professional preparer tiers, competing head-to-head for online filers in the mid-market.
Emerging players
- Pilot: Pilot offers outsourced bookkeeping and tax services to startups and SMBs, overlapping with Taxfyle's small-business tax and B2B outsourcing segments for high-growth clients.
- Keeper.ai: Keeper provides AI-driven tax filing and bookkeeping for individuals and small businesses, comparable to Taxfyle's consumer AI-powered tax preparation experience (TXF Intelligence).
- Column Tax: Column Tax provides a modern tax-filing API that fintechs and platforms can embed, directly comparable to Taxfyle's API integrations and partner/white-label motion for embedded tax preparation.
Broad incumbents
- Wolters Kluwer (TaxWise / CCH): Wolters Kluwer offers enterprise tax compliance software and professional tax research platforms (TaxWise, CCH) used by accounting firms, overlapping with Taxfyle's B2B outsourcing and AI workflow automation.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Taxfyle social profiles
Digital presenceTaxfyle compliance and trust
Trust signalCompliance5 records
Taxfyle financial estimates
Financial estimateRevenue estimate
Valuation estimate
Taxfyle leadership team
Management profileNumber of profiles
Profiles5 records
Taxfyle funding detail
Funding detailFunding overview
Funding rounds7 records
Investors4 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Taxfyle M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Taxfyle
What does Taxfyle do?
Taxfyle operates an online two-sided marketplace that connects individual taxpayers and businesses with a network of over 7,200 US-licensed CPAs and Enrolled Agents for tax preparation, filing, and advisory services. The platform offers AI-powered tax preparation tools (TXF Intelligence), tax preparation outsourcing for accounting firms, and partner-facing API integrations for embedding tax services into third-party platforms.
Is Taxfyle a public or private company?
Taxfyle is a private company. It is classified as venture growth investor backed and is currently operating.
When was Taxfyle founded?
Taxfyle was founded in 2015. It employs 11 to 50 people.
Where is Taxfyle based?
Taxfyle is headquartered in Miami, United States, in the North America region.
How does Taxfyle make money?
Four revenue lines are on record. Marketplace Commission / Referral Fees are the primary driver. The others are technology and Processing Fees, audit Protection Fee and B2B Outsourcing Services.
Who are Taxfyle's main competitors?
Direct peers on record are 1-800Accountant, H&R Block, Jackson Hewitt, SurePrep, Intuit (TurboTax / TurboTax Live) and TaxAct. Emerging players are Pilot, Keeper.ai and Column Tax. Wolters Kluwer (TaxWise / CCH) is listed as a broad incumbent.
Does Taxfyle have an API?
Yes. Taxfyle offers API integrations for partners, enabling third-party platforms to connect with Taxfyle's tax preparation services. The Series B funding specifically allocated funds toward API development to support strategic partnerships and platform expansion. The API enables partners to integrate tax preparation functionality into their own platforms and workflows. Developer documentation is at www.taxfyle.com/api-integration.
What industry is Taxfyle in?
Taxfyle's product category is Online Tax Preparation Services. Its primary akta.pro industry code is BPAHABAB, Tax Advisory & Compliance, with a secondary code of BPAIADAC, Tax Return Filing, Processing & Assessment. Its NAICS code is 5412 and its SIC code is 7370.