Veteran-led platform Position Tax Titans as a veteran-owned marketplace connecting 32 million small businesses with vetted tax professionals, highlighting reliability and trust as a differentiator for outreach to veteran-focused procurement programs and SMB networks.

AI Sidekick Leverage the announced AI Sidekick initiative and Telios partnership to propose upsell opportunities around AI-driven tax preparation and client support tools for tax professionals using the platform.

Revenue potential Target small firms and solo practitioners with scalable billing models offering 90 percent of earnings to tax pros, presenting a compelling value proposition for pro onboarding and high-velocity client acquisition.

B2B marketplace Emphasize the platform’s capability to aggregate demand from tens of millions of small businesses, offering sales plays focused on tax pros seeking larger client pools and higher-quality bid opportunities.

Growth signals Capitalize on recent funding indicators and growth ambitions by approaching strategic partnerships, channel alliances, and integration opportunities with complementary fintech, accounting, or practice-management tools to broaden reach.