Become a TaxTrex or creditARMOR Partner
Tell us about your firm and which products interest you. We will respond with a demo and the current partner terms, which are confirmed with Swanson Reed and shared in writing.
Who becomes a partner
Partners are CPA firms and businesses that want to offer R&D documentation or audit readiness under their own name. A CPA firm usually wants to serve clients who do research work. A business might want to run documentation inside its own ERP or practice system. TaxTrex and creditARMOR are Swanson Reed products, and Cost Guru presents the white-label offering. There is no online application form on this site. You reach us by email, phone or the booking link, and we take it from there.
What partners get
These are proposals until confirmed by Swanson Reed.
- White-label TaxTrex for R&D documentation, under your brand.
- White-label creditARMOR for audit readiness, under your brand.
- A partner console to manage clients.
- A choice of review tiers.
What happens next
- 1
Reach out
Book a call or email us. Tell us about your firm.
- 2
Demo
We show you the products and answer questions.
- 3
Terms
We confirm partner terms with Swanson Reed and share them in writing.
- 4
Pilot
If you decide to go ahead, we suggest starting with a small group of clients.
Useful details to share
Your firm name, whether you are a CPA firm or a business, roughly how many clients have R&D activity, the practice or ERP system you use, and whether you want TaxTrex, creditARMOR or both. A rough idea of how you want to describe the service to clients also helps, as does any concern about confidentiality or integration. None of this needs to be precise. It helps us shape the conversation.
Questions we will help you think through
| Question | Why it matters |
|---|---|
| How many clients might use it? | Affects set-up and pricing discussions |
| Which system do your clients already use? | Affects embedding options |
| Who will review claims, and at which tier? | Affects who does what and what you tell clients |
| How do you want to brand it? | Affects set-up work |
| How will you describe the service? | Clear wording prevents misunderstandings |
What to expect from us
We will be plain about what is confirmed and what is a proposal. We will not tell you that a feature exists if Swanson Reed has not confirmed it, and we will not quote prices that have not been agreed. We will tell you if we think the products are not a good fit, for example if you have few clients with research activity. And we will give you the terms in writing, so you can read them with your own advisers.
Get in touch
Email hello@cost.guru or call (480) 696-8863, or book a time with the button above. We reply directly, because the site has no forms.
Limits and responsibilities
Partners are responsible for their own professional standards. A licensed CPA or enrolled agent must review claims before they are filed, and forms are filed through an authorized IRS e-file provider or tax software. Partners should not present themselves as selling insurance or promise that a claim will be accepted. Terms, review tiers, integrations and pricing are proposals until Swanson Reed confirms them.
Integrations, review tiers and partner pricing are proposals until confirmed by Swanson Reed.
Reasons a firm might decide not to proceed
That is a legitimate outcome. We would rather you decide with full information.
- Few clients have research activity.
- The firm does not want to supervise client documentation.
- Terms or pricing, once confirmed, do not suit the firm.
- Clients use systems the product cannot connect to.
- The firm prefers to build its own process.
A suggested pilot
If you go ahead, we suggest starting with a small group of clients who are open to change and whose R&D activity is clear. Run one full cycle: invitation, surveys, evidence, review and, if you take it, a mock audit. Afterwards, look at what worked, what confused clients and how much of your own time it took. Then decide whether to widen, change the approach or stop. A pilot costs less than a rollout and teaches more than a plan.
Information we may ask you for
We may ask about your practice management and ERP systems, the number of clients, your preferred review tier and your branding needs. We may ask how you handle client data and what your clients expect. We will not ask for passwords or keys, and you should never send them to us in an email. Sensitive details are best discussed on a call.
Talking it through with your own advisers
Before signing anything, it is sensible to have your own professional advisers read the terms. A partnership touches several areas: your professional responsibilities, how you describe the service to clients, how client data is held, and the commercial arrangement. Your insurer may also want to know. We are happy to answer questions that arise, and we will put the terms in writing so there is something concrete to review. We will not ask you to decide on the call.
Questions to ask us on the first call
- Which products and tiers are confirmed, and which are still proposals?
- How are clients onboarded, and how long does it take?
- What support do you give partners, and who provides it?
- What happens if we decide to stop?
- How is client data handled, and where?
Partner questions
Is there a cost to talk?
No. The first conversation and demo are free.
How is partnership priced?
Contact us for pricing. Partner terms are confirmed with Swanson Reed.
Can we start small?
That is the intention. We suggest a small pilot group of clients.
Who owns the client relationship?
The partner. Clients see the partner's brand.
Keep exploring
How White-Label TaxTrex Works
Surveys, interviews, evidence, accounting sync and review in white-label TaxTrex.
Learn moreWays to Embed TaxTrex
Two ways to put white-label TaxTrex inside your own system: an embedded portal or an API.
Learn moreSelf-Managed R&D Documentation
The tools clients in white-label TaxTrex use to document their own R&D through the year.
Learn moreWhite-Label Branding
Clients should see your firm, not ours: your logo, colors and domain on emails, surveys and reports.
Learn morePlease note: Estimates and drafts are prepared by software for review by a licensed CPA or enrolled agent. This is not tax advice.
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Book a free call. We will map three opportunities and give you a rough idea of cost and payback.