Tailored solutions for your business

Become a Member of the OIX and let the tax code work for you

The OIX provides qualified businesses with the most powerful tax incentive tools, data & analytics solutions to manage tax credit activities and transact on a principal-to-principal dynamic with other professional organizations.

  • Explore available tax credits (to buy, and for sale) on the OIX Marketplace
  • Gain real-time market data, analytics & industry information
  • Transact with Direct Market Accessor through "OIX Customer Assist"
  • Access to our network of professional organizations & service providers
  • Experience greater efficiency and liquidity on the OIX platform

Boost your Membership privileges with these options

We offer a robust selection of features and upgrades for professional organizations looking to get more out of the OIX platform.


For active transactional organizations (direct corporate buyers/seller and CPA/advisory firms)

  • All privileges & senior entitlements on the OIX
  • Full trading rights (buy/sell on your own without "Customer Assist")
  • Lower transaction fee than Customer Assist
  • Powerful Tax Credit Management Systems
  • Customizable Workflow Tools
  • More robust market data, analytics & incentive program information
  • Visible on the CMS
  • Private white-label "Market" or "Platform/Deal Room" (optional)


For professionals in tax & finance

  • Powerful Tax Credit & Workflow Technology Systems
  • Establish a presence on the OIX & promote your core services
  • Services & source new customers
  • Customized "portal" and corporate website integration
  • Gain real-time market data & insight to advise Customers
  • Membership & service provider privileges
Learn more, schedule a demo or request pricing:

Get the Complete Tax Credit Product Suite!

Gain access to our robust tax credit management tool suite to compliment and enhance internal operations.

  • Harvest Credit:
    Forecast, track and manage your internal credit usage.
  • Share Credit:
    Give partners restricted access to collaborate on specific credits.
  • Workflow Tools:
    Track credit lifecycle from application through certification.
Learn more, schedule a demo or request pricing:

Compare Membership Features

Access to the "OIX Marketplace"
Dashboard: Data & Analytic Tools, Program Information & Market Activity Notification System
Current & historic activity recordkeeping and document indexing
Transact through OIX "Customer Assist" (we’ll execute for you)
Transact freely on the OIX Marketplace with "Direct Market Access"
Direct access to credit due diligence documentation
Launch a promoted, white-label "Portal" on the OIX to source new customers
Publish white papers, reports and other materials on the community "Insights" resource guide
Inclusion in our Service Provider directory
Share and track market data & internal tax credit information within your organization
Tax Credit Lifecycle Management Systems & Workflow Tools
Customer (or Business Unit) Management System\
Tax Credit Portfolio Management Systems
Host secure "Private Platform" to interface with your customers only (optional, please inquire)

No matter which Membership plan you choose...

You can access our market platform and real-time data by opening a Membership account. Start benefitting on the OIX today.

OIX - The Online Incentives Exchange

The OIX provides integrated technology solutions for credit & incentive management, and offers a modernized tax credit exchange that enables the monetization of tradable credits in a safe and secure environment.