Invest in Repositax: A Community of Tax Firms & their Clients

1

Founder has 35+ yrs of startup and domain expertise, in Tax Firms and as a Client, raised $2 million

2

80% of Tax Firms only use 1) Email, 2) Texts and 3) Client Portals to communicate & share data

3

For these Tax Firms, Repositax is their Client facing 'tech stack', w/o migrations or integrations

4

75% of Tax Firm owners are retiring in the next 15 years (eg, significant turnover & transactions)

5

Product-Market fit established with 6 Customers and their 3,000 Clients (Customer Pipeline = 200+)

6

Distribution agreements with Bookkeeping Firms to create Client accounts and invite their Tax Firms

7

Additional revenue can be made from Clients for using the non-tax related features

8

Additional revenue can be made from Tax Firms in a Marketplace to buy/sell tax practices on platform

CEO/Founder

* Advised M&A transactions totaling $125 million of value in last 5 years, including sale of last company founded to J2 Global

"I have lived this pain for over 30 years, and commiserated with hundreds of business owners and individuals stuck in the same repetitive situation."

CTO

Extensive startup engineering experience

Svetlana LopatinaBusiness Development Manager

Marketing and Sales

Invest in Repositax