# Repositax

A Community of Tax Firms & their Clients

## Elevator pitch
Provides interactive Shared Workspaces to Tax Preparers to use with their Clients for visualizing and managing their interactions. This fosters their relationship and builds a community.

- Canonical URL: https://wefunder.com/repositax
- Entity ID: wefunder:company:127043
- Last updated: 2026-06-11T23:53:50Z
- Generated at: 2026-06-12T03:50:52Z

## Quick facts
- Founder has 35+ yrs of startup and domain expertise, in Tax Firms and as a Client, raised $2 million
- 80% of Tax Firms only use 1) Email, 2) Texts and 3) Client Portals to communicate & share data
- For these Tax Firms, Repositax is their Client facing 'tech stack', w/o migrations or integrations
- 75% of Tax Firm owners are retiring in the next 15 years (eg, significant turnover & transactions)
- Product-Market fit established with 6 Customers and their 3,000 Clients (Customer Pipeline = 200+)
- Distribution agreements with Bookkeeping Firms to create Client accounts and invite their Tax Firms
- Additional revenue can be made from Clients for using the non-tax related features
- Additional revenue can be made from Tax Firms in a Marketplace to buy/sell tax practices on platform

## Active fundraises
- wefunder:fundraise:75483: 4(a)(6) open (USD)

## FAQ
1. **I'm not sure what this is. Is it like Excel and Quickbooks? Are you planning to set any webinars?**
   - Hi Terry - our apologies for the delay in responding to your questions. * No, our application visualizes, manages and centralizes the interactions between Tax Firms and their Clients (both for individuals and businesses) into one permanent and secure shared workspace. You may click on the video at the top of the page to see the product features. * Yes, we are finalizing our webinar schedule and will be announcing it the next week. In the meantime, you may email us to ensure you get the schedu...

## Team
- Michael McCarthy, CPA (CEO/Founder)
- Damian Hites (CTO)
- Svetlana Lopatina (Business Development Manager)

## Q&A
- Q: Repositax doesn't pay its bills and deceives contractors for money. Be careful when investing in them. M. McCarthy is a rather dishonest person and is not responsible for his words.
- Q: I'm not sure what this is. Is it like Excel and Quickbooks? Are you planning to set any webinars?
  - A: Hi Terry - our apologies for the delay in responding to your questions. * No, our application visualizes, manages and centralizes the interactions between Tax Firms and their Clients (both for individuals and businesses) into one permanent and secure shared workspace. You may click on the video at the top of the page to see the product features. * Yes, we are finalizing our webinar schedule and will be announcing it the next week. In the meantime, you may email us to ensure you get the schedule (svetlana@repositax.com).