Tax software access
Limited, controlled access to CrossLink Tax Services through DLR’s program.
TAX PREPARER PARTNER PROGRAM
Tax preparers, partner with DLR.
Professional tax software, secure document tools, and onboarding support for independent tax preparers.
SEE THE PROGRAM
Your tax business. Supported by DLR.
A quick look at the tools, secure workflows, and onboarding support for independent tax preparers.
Music: Life in Silico by Scott Buckley. Released under CC BY 4.0. Excerpted and mixed under narration.
Read the transcript
Your tax business deserves a clearer path. Welcome to DLR’s program for independent tax preparers.
Work with professional tools through DLR’s approved setup, including limited access to CrossLink Tax Services. Keep your workflow focused and organized.
Share documents through SmartVault and use approved templates. Keep information in the right place, with clear processes designed for organized tax work.
Start by talking with DLR about your experience and needs. Review the agreement, complete onboarding, and get technical support for the systems you’ll use.
Ask questions in English or Spanish. Your business stays independent, while you work within DLR’s approved access, tools, and security requirements.
Request an appointment. DLR confirms the time. Participation requires a written DLR agreement.
YOUR BUSINESS. PROFESSIONAL SUPPORT.
You prepare the returns. We help with the systems.
The DLR Tax Preparer Partner Program gives independent tax preparers access to an established professional setup: tax software, secure document sharing, approved templates, and organized workflows.
You work as an independent contractor. DLR provides limited access to its infrastructure, initial onboarding, and support related to its systems.
PROFESSIONAL TOOLS. ORGANIZED WORK.
The tools behind your tax work.
A coordinated setup, with access managed by DLR.
Secure document sharing
Access to DLR SmartVault for working with client documents within the firm’s approved setup.
Templates & workflows
Firm-approved templates and workflows help organize how you work within DLR’s systems.
Onboarding & system support
Initial onboarding and system-related technical support are included.
A secure remote setup
Remote access uses DLR’s encrypted VPN and approved devices for business use only.
Office access by appointment
Arrange office visits with DLR. Dedicated workspace requires a separate written arrangement.
A CLEAR PATH TO GETTING STARTED
From a conversation to your setup.
- 01
Talk with DLR
Discuss your tax preparation business, how you work, and the support you need.
- 02
Review your enrollment
Review eligibility, responsibilities, approved access, and your private enrollment terms with DLR.
- 03
Complete onboarding
After enrollment, work with DLR on approved access, device configuration, and system onboarding.
- 04
Work within the program
Use DLR’s approved tools and workflows while operating as an independent contractor.
A PROFESSIONAL FOUNDATION
The core partner program.
YOUR WORK. DLR’S SYSTEMS.
An organized way to move forward.
The core program brings together controlled tax-software access, secure document workflows, approved templates, and initial onboarding. You use DLR’s systems within the scope of your written agreement.
Discuss your enrollmentPrivate enrollment review
Enrollment terms are discussed directly with DLR and documented in your written agreement. Start with a conversation about your experience, eligibility, responsibilities, and the support you need.
A FEW GOOD QUESTIONS
Know what you’re joining.
Is this an employment opportunity?
No. Partners operate as independent contractors. The program provides access to DLR’s infrastructure under a written agreement.
Can I use my own laptop?
Yes, subject to DLR’s security configuration. Devices used for program access must be for business use only and follow the firm’s security requirements.
Is dedicated office space included?
The core program allows office use by appointment. Dedicated office and on-site staff workspace require separate written arrangements, subject to availability.
How do I review enrollment?
Speak directly with DLR about your experience, eligibility, and the setup you need. Enrollment terms and responsibilities are reviewed privately and documented in the written agreement.
What kind of support is included?
The core program includes initial onboarding and technical support related to DLR’s systems. Discuss any additional support with DLR so its scope can be agreed to in writing.
Does the program guarantee clients or results?
No. The program provides tools, controlled access, and system support. Partners remain responsible for their tax work and for following the written agreement.
LET’S TALK ABOUT YOUR TAX BUSINESS
Start with a conversation.
Tell DLR about your experience and the setup you’re looking for. The team can explain enrollment, program terms, and any additional support.
This page summarizes the program. Participation requires DLR’s written agreement and compliance with its requirements.