Give your users' employees tax filing support, equity tax advice, and cross-border tax support — powered by Agentax, delivered through your product. A new benefit for distributed workforces.
The opportunity
Every time an employee asks a jurisdiction-specific question about their equity — or needs help filing a US return from abroad — they're left on their own. Today that's either no answer, or a $3,000–5,000 engagement with a traditional firm. Neither scales.
Deel handles payroll. Carta handles cap tables. Sphere handles sales tax. Nobody handles the direct tax triggered by employees across borders — the gap where tax support becomes a benefit.
Equity advice, tax filing support, and cross-border memos — reviewed by licensed professionals, embedded in your product, priced so every employee can use it.
The benefit
Each one is a benefit your users' employees can't get anywhere else at this price point.
Your users' employees hold ISOs, NSOs, RSUs, ESPP — and make irreversible decisions without cross-border tax advice. Offer equity tax guidance inside your platform, at every vest, exercise, and sale.
Treaty elections, foreign tax credits, sourcing rules, social security totalization. Give your users' international employees access to jurisdiction-specific advisory memos — reviewed by licensed advisors — as part of your product.
Full international filing package for every employee who needs one — Form 1040, Form 2555, Form 1116, FBAR, FATCA, treaty disclosures. Prepared by AI, reviewed by licensed professionals, delivered through your platform.
Every advisory memo and filing output is signed off by a licensed tax professional before delivery. Your users' employees get expert oversight — without you building an advisory practice.
Your user holds ISOs from a US parent company while working in London. They need to understand both HMRC and IRS treatment — income recognition, AMT exposure, Section 83(b) elections, and US-UK treaty relief.
A software engineer in Amsterdam is vesting RSUs from a US employer. They need guidance on Dutch Box 1 treatment, US withholding obligations, and foreign tax credits to avoid double taxation.
Mid-year relocation means split-year filing, partial FEIE eligibility, state departure issues, and new UK self-assessment obligations. They need a coordinated plan.
An employee at a US-incorporated startup in Madrid — ISOs trigger AMT calculations in the US and potentially Spanish income tax on exercise. The US-Spain treaty adds another layer.
API-first and deployable in weeks, not quarters. You turn on tax compliance as a benefit — your users see it inside your product, not a separate login.
Tax compliance as a benefit only works if the tax is actually right. Our source library covers US, UK, Netherlands, and Spain — with more jurisdictions in development — and every output is grounded in primary sources.
Every filing and memo is signed off by a licensed tax professional. Your platform carries advisory credibility for its users — without you hiring CPAs or building an advisory practice.
Payroll, equity, healthcare, 401(k) — tax compliance for mobile workforces is the next benefit category. Partnering with Agentax puts your platform at the front of it.
We'd like to learn about your platform and your users. Let us show you what tax support as a benefit looks like embedded in your product.