Partners and member benefits More value from your TaxGlobal account
Your TaxGlobal account gives you access to more than tax tools. Explore partner benefits that can help you save money, simplify financial tasks, and run your business more efficiently. Every offer clearly explains what's included, who qualifies, how to access it, and whether TaxGlobal is compensated.
Member benefits
Available to anyone with a free TaxGlobal account unless the offer says otherwise.
Small-business financingCompare offers from 73 lenders in minutes
- What you get
- One application, matched to lenders competing for your business — term loans, lines of credit, SBA loans and equipment financing — with competitive rates back in minutes rather than hours or days.
- Who qualifies
- US small businesses. Approval, rates and terms are set by each lender.
- How to claim
- Start from the Fundera card in your TaxGlobal feed, or use the link below.
Fundera is a loan marketplace operated by NerdWallet; TaxGlobal is not a lender and does not make credit decisions. TaxGlobal may receive compensation when you apply through this link.
Employer benefitComing soon to BenefitHub
- What you get
- TaxGlobal is launching on BenefitHub, giving eligible employees access to self-filing, audit protection, and the broader TaxGlobal tax ecosystem through their workplace benefits.
- Who qualifies
- Employees of companies that offer BenefitHub (9M+ members).
- How to claim
- Not yet available. Check back once this integration goes live.
Member pricing will be set with BenefitHub. Your employer will not see your return.
Business tools1.5% cash back and a $500 bonus on Ramp
- What you get
- New eligible Ramp customers who sign up through TaxGlobal can receive 1.5% cash back and a $500 bonus, plus access to Ramp's expense management, corporate card, receipt matching, approval workflows, and accounting integrations.
- Who qualifies
- US businesses new to Ramp, subject to Ramp's approval and program terms.
- How to claim
- Apply through the TaxGlobal link below. The bonus is applied by Ramp once your account is approved.
Advertiser disclosure: TaxGlobal receives a referral fee from Ramp when you become a Ramp customer through this link. Cash back and bonus are provided by Ramp under its terms. This does not change any tax advice you receive.
How partner benefits work
Partner benefits, without the fine-print guessing game.
Your tax data stays separate
Partner offers never determine your tax recommendations, and your tax documents and return information are not used to decide which offers you see.
We disclose when TaxGlobal is compensated
If TaxGlobal receives a referral fee or other compensation from a partner, we tell you before you click.
Your tax needs come first
Partner relationships never change the guidance you receive from Taby or a tax professional on TaxGlobal.
Bring TaxGlobal to your customers, members, or employees
Give your audience access to an entire tax ecosystem — from AI-powered tax guidance and self-filing to professional support and business tax solutions.
- Co-branded filing experiences — Offer TaxGlobal filing with partner-specific pricing and benefits. Launching with BenefitHub.
- Professional tax support — Connect users who need more help with vetted tax professionals.
- Taby AI — Give users a starting point for everyday tax questions and help them understand what to do next.
- Content and referral partnerships — Give your audience access to useful tax resources and TaxGlobal services through a transparent referral program.
Integration is a signed-link or OIDC embed with a partner API.
Questions people ask
Does TaxGlobal get paid when I use a partner offer?
For some partners, yes. Ramp pays TaxGlobal a flat referral fee when you become a Ramp customer through our link, and TaxGlobal may receive compensation from NerdWallet when you apply for financing through Fundera. Where money changes hands, the offer says so before you click. It never affects the tax advice you get from Taby or from a professional on the network.
Do partners see my tax information?
No. Partner offers are shown on the marketing site and never use your tax return data. If you choose to share information with a partner, that happens on the partner's own site under its terms.
What do I get with Ramp through TaxGlobal?
New Ramp customers who sign up through TaxGlobal get 1.5% cash back and a $500 bonus, alongside Ramp's spend controls, receipt matching, approval workflows and accounting integrations. Ramp approves applications and applies the bonus under its own terms.
Is TaxGlobal a lender?
No. Fundera by NerdWallet is a loan marketplace that matches your application to lenders; each lender sets its own approval, rates and terms. TaxGlobal does not make credit decisions and never shares your tax return with Fundera or any lender.
Can my accounting firm become a partner?
Firms join the Professionals Network rather than the partner program. See the Providers page for how matching, leads and the practice tools work.
