The Marketplace for Tax Credit Trading

List, discover, and close tax credit deals faster. TaxCreditEx gives brokers the tools to manage listings, streamline due diligence, and execute contracts — all in one platform.

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List and Close Faster

Post tax credits and connect with qualified buyers in one platform.

Secure Document Workflow

DocuSign integration for contracts, W9s, and onboarding agreements.

Track Every Deal

Analytics and pipeline tracking from listing to close.

Choose the Right Plan for Your Business

Whether you are listing your first credit or managing a portfolio of deals, we have a plan that fits.

Marketplace

Essential tools for listing and discovering tax credits on the exchange.

$399 /month
  • Post and manage listings

    Create detailed tax credit listings with credit type, value, and documentation.

  • Public marketplace visibility

    Your listings are visible to all buyers on the marketplace.

  • Receive marketplace inquiries

    Get notified when buyers express interest in your credits.

  • Listing analytics

    Track views, inquiries, and engagement on your listings.

  • DocuSign integration
  • Signing flow templates
Most Popular

Enterprise

Complete solution with DocuSign integration and automated contract workflows.

$599 /month
  • Everything in Marketplace

    All listing, visibility, and analytics features included.

  • Full DocuSign integration

    Send, sign, and track contracts directly within the platform.

  • Signing flow templates

    Pre-built templates for W9s, purchase agreements, and onboarding.

  • Automated contracts

    Auto-generate contracts when deals close, reducing manual work.

  • Priority support

    Dedicated support with faster response times.

Compare Features

See exactly what you get with each plan.

Marketplace

Post and manage listings

Marketplace
Enterprise

Public marketplace visibility

Marketplace
Enterprise

Receive buyer inquiries

Marketplace
Enterprise

Documents & Signing

DocuSign integration

Marketplace
Enterprise

Signing flow templates

Marketplace
Enterprise

Automated contract generation

Marketplace
Enterprise

Analytics

Listing views and engagement

Marketplace
Enterprise

Deal pipeline tracking

Marketplace
Enterprise

Support

Email support

Marketplace
Enterprise

Priority support

Marketplace
Enterprise

Try Enterprise Free for 30 Days

Get full access to DocuSign integration, automated contracts, and priority support. No credit card required.

Sign Up and Start Your Trial

No credit card required. Cancel anytime.

Frequently Asked Questions

Everything you need to know about our pricing and plans.

How does the free trial work?
When you sign up, you get 30 days of full Enterprise access at no cost. No credit card is required to start. You can explore all features including DocuSign integration, automated contracts, and priority support. At the end of your trial, you can choose to subscribe to either the Marketplace or Enterprise plan.
Can I switch plans?
Yes, you can upgrade or downgrade your plan at any time. When you upgrade from Marketplace to Enterprise, you get immediate access to all Enterprise features. If you downgrade, the change takes effect at the start of your next billing cycle.
What happens when my subscription lapses?
If your subscription lapses, your listings will remain on the platform but will no longer be publicly visible. You will retain access to your account data and can reactivate your subscription at any time to restore full functionality.
How do I cancel?
You can cancel your subscription at any time from your account settings. When you cancel, your plan remains active until the end of your current billing period. There are no cancellation fees or long-term commitments.
What payment methods do you accept?
We accept all major credit cards (Visa, Mastercard, American Express) and ACH bank transfers through our secure payment processor, Stripe. All transactions are encrypted and PCI-compliant.

Ready to Get Started?

Join the growing network of brokers streamlining their tax credit transactions on TaxCreditEx.

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