Service Portal - Easy Access to CPAs with Tax Knowledge

Maybe you’re a head of household or a single person pouring over tax forms on your table. Maybe you’re a small business owner or freelancer with a bad headache trying to determine your regular tax payments. You don’t have to go through it alone!

TaxGlobal connects you directly with CPAs whose expertise perfectly aligns with what you need. Let us take the strain out of tax preparation by giving you easy access to knowledgeable CPAs who are ready to help you!

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Keep track of services rendered with the TaxGlobal service portal

  • Easily access the CPAs you’ve worked with before

    The easy-to-use and streamlined TaxGlobal service portal stores all of your previous interactions with CPAs. Instead of trying to recall the name of that CPA who helped you with a W2-related question, spare yourself the trip down memory lane and check the dashboard. You can pick up your conversation exactly where you left it.

  • View previous interactions with professionals on the platform

    That’s right, every interaction you’ve had with a CPA is safely stored on the TaxGlobal platform. There’s no need to search for names in your email, everything you need to resume your relationship with that CPA or give your new CPA the information to help you is at your fingertips.

  • Track your invoices and enjoy multiple payment options

    You can pay CPAs for their services using your credit card, bank account, or Google Pay without leaving the TaxGlobal platform. TaxGlobal is built with AWS, which leading financial institutions and world governments trust to secure their data, so you can rest assured that every transaction is protected.

  • See past providers right from your community feed

    If it wasn’t easy enough to use the service portal, you can view all your past providers to the left of your community feed. This means that when you’re scrolling through, you can reference who you’ve worked with before—maybe to refer them to another community member!

See what people are saying about the TaxGlobal platform

Leading publications and industry experts love the TaxGlobal platform. Even more importantly, so do taxpayers just like you! Read on to learn how TaxGlobal can help you.
  • *****
    Working through TaxGlobal was a breeze. I matched with a CPA within minutes of signing onto the platform. Manmeet provided a list of the required documents for completing my tax return, and I was able to quickly upload each one to the secure online portal. If Manmeet had any questions for me, I was able to answer via the chat portal as well. Manmeet completed my return on time for filing, and got me more money back than I have ever received before! I can't recommend TaxGlobal enough.
    Annie P.
  • *****
    Finding a CPA this 2024 tax season was smoother than I had anticipated... I usually suffer from the tax season dread. I matched quickly and he was responsive, patient, and thorough. Forgetting TurboTax this season was easier than ever.
    Elizabeth M.
  • *****
    Thanks to TaxGlobal, I uncovered the benefits of child tax credits, leading to one of my highest refunds ever!
    Natasha L.
  • *****
    I got my tax-returns done in 2 days by a CPA - that’s a new record for me!
    Amanda J.
  • *****
    When every CPA I called was busy, TaxGlobal came to my rescue! Connected quickly with a CPA and was onboarded smoothly through the platform the same day - unbelievable how quick it was!
    Josh P.

How to use the TaxGlobal service portal

  • Step 1

    Sign up for your TaxGlobal account

    First, of course, you’ll need to register for a TaxGlobal account. After a brief onboarding process, where we take into account your unique circumstances, you’ll create a profile and be ready for business!
  • Step 2

    Get matched with tax professionals

    As soon as you create your account, our AI-powered matchmaker goes to work, connecting you with the CPAs who are best equipped to help you. Get their profiles and reviews delivered straight to you. Plus, you can connect with tax service providers organically using our community feed.
  • Step 3

    Access services through your dashboard

    Think of the TaxGlobal service dashboard as your one-stop shop for all transactions. Your CPA matches will be there, and you can message someone directly as soon as you see someone you like. You and your CPA can exchange documents securely over the platform, and you can even make payments. Everything is stored in one place, so you’ll have a complete, easily accessible record of all transactions.
  • Step 4

    Easily view and pay your invoices

    It can be embarrassing to lose invoices in an ever-filling inbox. That’s no problem with TaxGlobal. Through our platform, as soon as you receive your invoice, you can review it and pay it. It’s that easy!
  • Step 5

    Reference those you enjoyed working with for later

    While you might not need a good CPA all year round, you’ll need one again someday. Every service rendered will be listed on your service portal, including past invoices so you can observe their prices again. Pick the CPA you like best exactly when you need them.

Benefits of seeking tax services through TaxGlobal

  • Get matched with tax professionals with the right background 

    Once you’re onboarded into the TaxGlobal platform, we use your information to match you with the CPAs who are best qualified to help you. You’ll get their profiles, as well as reviews from users like you.

  • Do business entirely on the TaxGlobal platform 

    Don’t juggle email and snail mail, printed forms and electronic PDFs. Do everything on one streamlined, easy-to-use platform. Find the right CPA, message and collaborate with them, and pay them all in one secure location. 

  • Foster deeper connections with your CPAs 

    One platform allows you to message directly with CPAs who have been custom-matched to meet your needs. But you don’t have to wait for the matches to come in, you can also explore the TaxGlobal community feed to read posts written by CPAs you might be interested in working with. 

FAQs about the TaxGlobal service portal

  • How do I get matched with CPAs?

    You sign up for your TaxGlobal account—it’s that simple! Once you sign up, our matchmaking features kick in and start connecting you with CPAs who are ready to help you. If that’s not enough, you can see

  • Where can I view the CPAs I’ve worked with?

    Every interaction you have with a CPA is securely stored in your TaxGlobal service portal! Plus, all past providers are listed next to your community feed if you want to refer to them.

  • How can I pay invoices for services rendered?

    You can use the following methods to pay your invoices: bank account, credit card, and Google Pay. Built with AWS, we ensure that every transaction is completely secure.

  • What other features does TaxGlobal provide tax service seekers?

    TaxGlobal gives you everything you need to get your taxes done. Let our matchmaking services connect you with CPAs who have the right expertise. Ask questions to our AI-powered tax advisor, Taby, and get answers sourced across tax codes and regulations back within seconds. Use our community feed and blog to read and share posts from experts.

  • How do I get started with TaxGlobal?

    Visit the TaxGlobal website to sign up! If you have any questions, you may reach the TaxGlobal team at info@taxglobal.com.

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Use TaxGlobal to get easy access to the knowledgeable CPAs who are eager to help you.

With TaxGlobal, you can make every part of doing your taxes faster and easier. From connecting with qualified CPAs to receiving answers to your questions from our AI tax advisor within seconds, everything you need is right at your fingertips. Don’t juggle multiple portals or forms, complete every part of the process on one portal with TaxGlobal.
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