Can I use both TaxBuddy and Zortal?

Yes. Use TaxBuddy as one source of clients, and use Zortal to manage your overall practice — including clients from TaxBuddy, direct referrals, and website leads.

Does Zortal provide clients like TaxBuddy does?

No. Zortal is a practice management platform, not a marketplace. You attract clients through your website, referrals, and marketing. Zortal helps you manage them professionally.

Is Zortal a tax filing software?

No. Zortal manages your practice operations — client portal, task management, team, website, CRM. You'd use separate software for actual tax computation and filing.

Zortal vs TaxBuddy

TaxBuddy Serves Taxpayers. Zortal Serves Tax Professionals.

TaxBuddy is a platform where individuals file their taxes. Zortal is a platform where tax professionals manage their practice. Different products for different users.

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Overview

TaxBuddy is a B2C platform — it connects individual taxpayers with CAs for tax filing. Taxpayers use TaxBuddy to get their returns filed. CAs on TaxBuddy are service providers on someone else's platform.

Zortal is a B2B platform — it gives tax professionals their own practice management system. Your own website, your own client portal, your own brand. You own the client relationship.

The fundamental difference: with TaxBuddy, you work on their platform serving their clients. With Zortal, you build your own practice and own your client relationships.

Feature Comparison

Feature	Zortal	TaxBuddy
Target user	Tax professionals	Individual taxpayers
Your own website
Your own brand		TaxBuddy brand
Client ownership	You own the relationship	Platform owns the client
Client portal	Your branded portal	TaxBuddy portal
Task management
Team management
CRM
Compliance calendar
Blog & content	Your blog on your domain	TaxBuddy's content
Pricing control	You set your fees	Platform sets pricing

Why Choose Zortal

You own your client relationships

On TaxBuddy, clients belong to the platform. On Zortal, clients come to your website, sign up for your portal, and work with your brand.

Build your brand, not someone else's

Your website, your domain, your blog, your client portal. Every touchpoint is your practice's brand.

Set your own pricing

On marketplace platforms, you compete on price. With Zortal, you position and price your services independently.

Full practice management

Task management, team tracking, compliance calendar, CRM — tools to run a practice, not just file returns.

Who Should Make the Switch?

If you're a tax professional building an independent practice, Zortal gives you the platform to own your brand and client relationships. If you're looking for a source of clients through a marketplace, TaxBuddy serves a different purpose — but you're building TaxBuddy's brand, not yours.

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