Partner Pricing: TaxTrex and creditARMOR
CPA firms and other partners can offer TaxTrex and creditARMOR, products of Swanson Reed, under their own brand. Partner pricing is set directly with Swanson Reed and has not been published yet, so this page explains what it will cover and how to find out.
Why there is no price here
We could write a number on this page, but it would be a guess, and a guess presented as a price is the kind of thing we try to avoid. TaxTrex and creditARMOR are Swanson Reed products. Their partner terms, including fees, are set by Swanson Reed and confirmed with each partner. Until those terms are agreed, anything we published would be a proposal at best. So this page tells you what the pricing will cover, what is likely to affect it and how to get a real answer.
What partner pricing will cover
Terms and fees are confirmed with Swanson Reed.
- White-label TaxTrex for R&D documentation.
- White-label creditARMOR for audit readiness.
- A bundle of the two for firms that want both.
- Related items such as a partner console and review tiers, as confirmed.
What might affect the price you are quoted
These are factors to discuss. They are not a pricing formula, and none is confirmed.
| Factor | Why it can matter |
|---|---|
| Number of clients using the product | More clients may change how fees are structured |
| Which products you take | TaxTrex, creditARMOR or the bundle |
| Review tier | Self-managed, your own CPA, or a Swanson Reed review |
| Embedding option | A portal or an API may involve different set-up |
| Branding and support needs | More customization can mean more work |
These are proposed arrangements. Prices, review tiers and integrations are not final until confirmed by Swanson Reed. Contact us and we will tell you where things stand.
How to find out your price
- 1
Tell us about your firm
Number of R&D clients, practice system and which products interest you.
- 2
We confirm the terms
We check current partner terms with Swanson Reed.
- 3
You decide
You get the terms in writing before committing to anything.
Questions to ask when you receive terms
When terms arrive, read them with your own adviser. Ask what is included and what costs extra. Ask how fees change if you add clients. Ask what happens if you stop, including what happens to client data. Ask whether there is a minimum commitment. Ask what you are allowed to say to clients about the products and about audit protection. And ask who supports your clients when something does not work. Good terms answer these questions plainly. If they do not, say so.
Things partners often want in writing
- The fees and when they are payable.
- What each review tier includes.
- What support is provided, and by whom.
- How client data is handled, held and returned.
- What wording about the products you may use.
- How either side can end the arrangement.
A worked example of how the conversation goes (illustrative)
This is invented. A firm with a few dozen clients contacts us and says it is interested in documentation first and testing later. We ask about its clients and systems. We explain what is confirmed and what is a proposal. We then ask Swanson Reed what terms would apply. A few days later, we share what we have in writing, marking anything unconfirmed. The firm reads it with its adviser, asks two questions and decides to start with a small pilot group. At no point was a number quoted before it was real.
Our role
Cost Guru presents the white-label offering and helps you through the conversation. Swanson Reed sets the terms for its products. We are clear about which is which, so you know whom you are dealing with and who decides what. We do not sell insurance through this site, and nothing here describes coverage.
What partners should prepare
You will get more from the first conversation if you arrive with a few facts. How many of your clients do research or development work? Which practice or ERP system do you use? Do you want documentation, testing or both? Who on your team would run the service? What concerns do you have about confidentiality or about how you would describe the products to clients? You do not need exact answers. Rough ones are enough to shape the discussion and to make sure that the terms we ask Swanson Reed about are relevant to you.
Red flags to watch for in any partner arrangement
We would rather you walk away from unclear terms than sign them.
- Terms that cannot be explained in plain language.
- No clear statement of who is responsible for what.
- Wording that lets you promise clients outcomes the product cannot guarantee.
- No clear way out.
- Pressure to commit before you have read the terms.
Why we keep proposals and confirmed terms apart
It is easy for a proposal to harden into an expectation. A partner hears "we are looking at tiers" and remembers "there are three tiers at these prices". To avoid that, we label anything unconfirmed as a proposal, and we separate it from what Swanson Reed has agreed in writing. If you are relying on a detail, ask whether it is confirmed. The answer should be a clear yes or no. If it is no, plan as if the detail may change.
Partner pricing questions
Can you give me a rough figure?
We prefer not to guess. Contact us and we will tell you where terms stand.
Is there a free trial?
Ask us. Any arrangement is confirmed with Swanson Reed and shared in writing.
Do you charge for the conversation?
No. The first conversation is free.
Is the bundle cheaper than buying both?
That is a question for the terms. We will tell you what is confirmed.
Find out what AI would cost you
Book a free call. We will map three opportunities and give you a rough idea of cost and payback.