Explore common questions about partnership models, support, and next steps.
Tax Guardian works with organizations such as benefits brokers, insurance organizations, consultants, advisors, payroll and HR providers, financial institutions, technology companies, and membership organizations.
Tax Guardian offers referral, reseller, technology, and strategic alliance relationships.
No. Referral and reseller partners can participate without building an integration. Technology partners can use TG Connect to embed capabilities into their own products.
Yes. The referral model is designed for partners who want to introduce qualified opportunities without managing implementation or customer support.
The reseller program supports partners who want a more active role in selling Tax Guardian solutions. Commercial responsibilities and terms are established in the partner agreement.
Qualified enterprise partners can explore TG Connect’s white-label capabilities. The appropriate model depends on your product and customer experience requirements.
Depending on the partnership, opportunities may include PROTECT+ Individual, PROTECT+ Family, PROTECT+ Workforce, and TG Connect.
Compensation and commercial terms depend on the partnership model and agreement. Contact our team to discuss the structure relevant to your business.
Tax Guardian provides partner onboarding, product training, and resources designed to help partners explain the platform and identify appropriate opportunities.
Yes. Partner support includes approved sales and marketing resources, with co-branded materials available as part of the applicable partnership support.
Responsibilities depend on the partnership model. Referral, reseller, and technology arrangements can involve different customer experiences, so the support structure is defined for the relationship.
Share your business model and goals with our team. We can discuss the appropriate structure when your opportunity involves more than one way of working together.
Submit a partner inquiry with information about your organization, customers, and preferred partnership model.
Submit a partner inquiry with information about your organization, customers, and preferred partnership model.
Guidance, alerts and plain-English explainers on IRS identity theft, refund fraud and the tools that stop it.
Our solution is published and available on the Microsoft Marketplace, so Microsoft customers and partners can find, evaluate, and buy Tax Guardian through a channel they already trust.
Tax Guardian, LLC is proprietary software that securely accesses IRS transcript on your behalf.
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