A partner programme built for independent accounting firms

The Advantage is for firms who choose Tax Traders for their clients’ tax pooling needs.

It’s designed to recognise long‑term partnership, with clearer tiers, practical benefits and a programme that grows alongside your firm as your engagement with Tax Traders increases.

Whether you’re just starting to work with Tax Traders or already transact with us regularly, The Advantage gives your firm a clear path to greater value over time.

 

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How the Advantage works

  • There are four tiers: Advantage Starter, Advantage +, Advantage ++, and Advantage +++, as part of the programme.
  • As your firm’s transactions with Tax Traders increases and you move up tiers, you unlock greater partner benefits, such as pricing discounts, CPD opportunities and early access to new tools and features.
  • Your tier is determined by how your firm works with Tax Traders over time, based on Inland Revenue data and your clients’ tax pooling transactions.
  • Using IR data means The Advantage is based on real activity, not estimates or one-off behaviour , keeping the programme fair and transparent for all firms.
  • Firms without an IR data connection can still be part of The Advantage, but are limited to the Starter tier.

Benefits

The Advantage isn't a one-size-fits-all partner programme. Please note benefits are subject to change.

  • Advantage Starter

    Entry level access

    Any branch joining the programme is eligible for this tier

    Pricing

    • Basic Pricing
      Basic Pricing

    Events and learning

    • Webinars and exclusive events
      Webinars and exclusive events

    Partner benefits

    • Crayon coaching
    • The GAP AI meeting tool
    • FM Insure FeeCover
    • OliverShaw advice

  • Advantage +

    Growing engagement

    >75% of transaction value and
    >3 taxpayers

    Pricing

    • Improved pricing
      Improved pricing
    • 10% discount on Provcheck
      10% discount on Provcheck, saving up to $1,410 per year

    Events and learning

    • Webinars and exclusive events
      Webinars and exclusive events
    • CPD opportunities
      CPD opportunities

    Partner benefits

    • Crayon coaching 5% off + seminars
    • 20% discount on The Gap's AI Meeting Tool, saving up to $199 per year
    • FM Insure FeeCover
    • OlverShaw advice

  • Advantage ++

    Ongoing partnership

    >85% of transaction value and
    >10 taxpayers

    Pricing

    • Enhanced pricing
      Enhanced pricing
    • Pricing_Benefit-2
      10% discount on Provcheck, saving up to $1,410 per year

    Events and learning

    • Webinars and exclusive events
      Webinars and exclusive events
    • CPD opportunities
      CPD opportunities
    • Early access to new features
      Early access to new features

    Partner benefits

    • Crayon coaching 5% off + seminars
    • 20% discount on The Gap's AI Meeting Tool, saving up to $199 per year
    • FM Insure FeeCover 2.5% off (up to $500)
    • OliverShaw advice

  • Advantage +++

    Close partnership

    >95% of transaction value and
    >20 taxpayers

    Pricing

    • Best pricing
      Best pricing
    • 75% discount
      75% discount on Provcheck, saving up to $10,577 per year

    Events and learning

    • Webinars and exclusive events
      Webinars and exclusive events
    • CPD opportunities
      CPD opportunities
    • Early access to new features
      Early access to new features

    Partner benefits

    • Crayon coaching 5% off + seminars
    • 20% discount on The Gap's AI Meeting Tool, saving up to $199 per year
    • FM Insure FeeCover 5% off (up to $1,000)
    • Complimentary session with OliverShaw (up to three hours)

Discover the benefits your firm can unlock as part of The Advantage

For a firm to progress beyond Advantage Starter, they must have an IR data connection with Tax Traders. 

Advantage Starter
Entry‑level access to The Advantage

Advantage Starter is available to all firms that join The Advantage.

Benefits:
- Basic pricing benefits on purchase transactions.
- Invitations to webinars and exclusive Tax Traders events.
Advantage +

Recognising growing engagement

 

Advantage + rewards firms who consistently transact with Tax Traders and are building momentum.

 

Benefits:

- Improved pricing benefits on purchase transactions

- A 10% discount on subscription tools like ProvCheck

- Access to CPD opportunities

- Invitations to webinars and exclusive Tax Traders events

- Access to business coaching through Crayon, including a 5% discount and invitations to selected seminar sessions.

- A 20% discount on The Gap’s AI meeting tool, designed to capture notes, surface insights and recommend next steps for client meetings.

Advantage ++
Rewarding strong, ongoing partnership
 
Advantage ++ firms demonstrate a high level of engagement and commitment to working with Tax Traders.
 
Benefits: 
- Enhanced pricing benefits on purchase transactions.
- Early access to new tools and features.
- A 10% discount on subscription tools like ProvCheck.
- Access to CPD opportunities.
- Invitations to webinars and exclusive Tax Traders events.
- Access to business coaching through Crayon, including a 5% discount and invitations to selected seminar sessions.
- A 20% discount on The Gap’s AI meeting tool, designed to capture notes, surface insights and recommend next steps for client meetings.
- A 2.5% discount on FM Insure’s FeeCover tax audit insurance (up to $500), covering eligible professional fees for IRD audits, disputes and investigations. 
Advantage +++

Our highest level of recognition

 

Advantage +++ is reserved for firms that partner closely with Tax Traders across the majority of their tax pooling transactions.

 

 

Benefits:

- Our strongest pricing benefits on purchase transactions

- A 75% discount on subscription tools like ProvCheck

- Early access to new tools and features

- Complimentary specialist tax advice sessions with OliverShaw

- Access to CPD opportunities

- Invites to events, and exclusive Tax Traders events

- Access to business coaching through Crayon, including a 5% discount and invitations to selected seminar sessions.

- A 20% discount on The Gap’s AI meeting tool, designed to capture notes, surface insights and recommend next steps for client meetings.

- A 5% discount on FM Insure’s FeeCover tax audit insurance (up to $1,000), covering eligible professional fees for IRD audits, disputes and investigations. 

Want to know where your firm sits?
 

You don’t need to work this out yourself.

 

Once your firm joins The Advantage and establishes an IR connection, we’ll confirm your tier and outline the benefits available to you.

Learn more about our Advantage partners

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Here's why firms partner with Tax Traders

  • Best tech – our advanced platform and practical tools reduce manual effort and simplify provisional and terminal tax workflows.
  • Accountant designed reporting – from ICA and Interest Reports to Global Balances and Missed Payments, our comprehensive reporting is built to support reconciliation, review and confident decision making.
  • Unmatched expertise and customer service – direct access to knowledgeable specialists who understand tax pooling and real-world client scenarios. No call centres, no hand offs – just fast, considered support when you need it.
  • Secure, certified systems – we’re the only tax pooling provider with ISO 27001 certification, setting the benchmark for data security and reliability.
  • A business that stands for more – as a certified B Corp, we champion fairness, responsibility and long-term value for firms, clients and the wider community.

Apply now

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