Tax Professionals Can Now Discover and Request Access to Opportunities
CPAs and tax advisors have a dedicated portal to browse available Section 6418 tax credit projects and request access for deeper due diligence review.
What CPAs See
- A curated listing of tax credit projects filtered by year, location, and credit amount
- Summary-level information without sensitive pricing or deal structure details
- A per-project "Request Access" button that opens a focused request modal
For Portfolio Owners
- A simple "Available for CPA Review" checkbox on your portfolio settings controls whether your projects appear in the CPA inventory
- You maintain full control — CPA visibility is independent from marketplace visibility
This creates a professional channel for tax professionals to find relevant opportunities and for portfolio owners to connect with qualified reviewers.