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Partner Resources

A strong partnership needs more than a product to sell. It needs a clear message, relevant resources, and support when opportunities move forward.

Tax Guardian provides partner resources designed to help you understand the platform, communicate its value, and bring the right solution to your customers.

Personal Tax and IRS Assistance OKC Tax Guardian

What's Available to Partners

Product Education

Build a clear understanding of tax identity protection and the differences between PROTECT+ Individual, PROTECT+ Family, PROTECT+ Workforce, and TG Connect.

Training helps partners connect customer needs with the appropriate solution.

Sales Enablement

Access resources that support product conversations, discovery, presentations, and demonstrations.

Use consistent positioning to explain the tax identity protection gap and how Tax Guardian complements existing services.

Marketing Support

Work with Tax Guardian on approved collateral, educational content, campaign materials, and co-branded assets appropriate to your partnership.

Present a clear, consistent message while maintaining the value of your own customer relationships.

Opportunity Support

Bring relevant opportunities to your partner contact for help evaluating fit, identifying the appropriate solution, and coordinating the next conversation.

Technical Resources

Technology partners can request integration information and technical implementation support for TG Connect.

The relevant resources depend on the proposed deployment and stage of evaluation.

Business Planning

Work with your partner team to discuss target audiences, commercial priorities, and opportunities for ongoing growth.

Get the Resources You Need

Already a partner? Contact your Tax Guardian partner representative or submit a resource request. Exploring a partnership? Start with a conversation about your business.