Introductory price · Ends soon

Buy your own
white-label system.

Your brand. Your clients. Your software.

Branded Intake FormsInstructor ClassesYour Logo & Colors
$997$699/ one-time
LIMITED-TIME INTRODUCTORY PRICE
Intro price ends in
42days
:
20hrs
:
51min
:
41sec
Ends Oct 31, 2026 at 11:59 PM Eastern · reverts to $997 after
Take the tour first
Same platform · two brands

Make it look like you designed it.

Every screen — intake forms, course dashboards, client portal, emails, certificates — automatically re-skins with your logo, brand colors, business name, and support email. Your clients will never guess it isn't custom software.

D
DyNamic Tax
Powered by DyNamic Tax
Client Intake Form
Full name
Email address
Phone number
Mailing address
Progress75%
DESIGNED FOR YOUR BRAND
Y
Your Tax Business
Your Business
Client Intake Form
Full name
Email address
Phone number
Mailing address
Progress75%
What's in the box

Everything a modern tax practice needs.

Branded Intake Forms

Client intake, amendments, and document uploads — all rendered with your logo, colors, and business name.

Instructor Classes

Host courses, track student progress, and issue certificates with your name on them. AI teacher included.

Your Logo & Colors

Upload a logo and pick a primary color. Every page, every email, every PDF re-skins automatically. Zero code.

100% Ownership

Your brand. Your clients. Your data. No 'powered by' footers your customers see unless you want one.

What $699 gets you

A complete tax practice, delivered.

  • Full customer-facing marketing homepage
  • Client intake with secure document uploads
  • Amendment intake form (for prior-year returns)
  • Client portal with return-status tracking
  • Interactive booking calendar with auto-generated Jitsi video links
  • Branded email confirmations (Resend integration)
  • 13-chapter Form 1040 course with AI tax teacher
  • 13-chapter Form 1120 (C-Corp) course
  • Guided practice returns for both courses
  • Downloadable certificates for students who pass
  • Admin dashboard: students, intakes, appointments, amendments
  • Trainable FAQ that powers your AI Welcome Bubble
Frequently asked

The short version.

Your brand. Your clients.

Skip 18 months of building. Launch your branded tax platform this week for a one-time introductory price.

$997$699
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