Every Tool A Professional Tax Office Needs
Our platform was built by tax professionals, for tax professionals. These are not add-ons — every feature comes standard with your subscription.
Document Manager
Scan, upload, and organize every client document in one secure location. W-2s, 1099s, receipts, and prior-year returns stay linked to each client profile. No more paper filing cabinets, no more lost documents. Your entire office goes digital without changing how you work.
Taxpayer Portal
Give your clients a secure, branded portal where they upload documents, review their return, sign electronically, and message your office directly. It reduces phone calls, eliminates email attachments, and gives clients confidence that their information is protected.
e-Signature
Collect IRS-compliant electronic signatures on Form 8879, engagement letters, consent forms, and any document that requires a client signature. Clients sign from their phone, tablet, or computer — no printing, no scanning, no office visit required.
K-1 Import
Automated K-1 data import pulls partnership and S-corp information directly into the return. No manual entry, no transposition errors. It handles complex multi-K-1 situations and saves hours during business return season.
Quick Estimator
Run real-time tax estimates during client consultations. Enter basic income and deduction figures and show clients a projected refund or balance due on the spot. It builds trust, sets expectations early, and helps you close engagements before they walk out the door.
Client Organizer
Send pre-season questionnaires and document checklists to clients before their appointment. They arrive prepared with everything you need, which means fewer follow-up calls and faster turnaround on every return.
Client Manager
Every client has a centralized profile with full contact information, return history across tax years, filing status, and notes. Search, filter, and pull up any record instantly. It is the backbone of an organized practice.
Multi-User Manager
Run a multi-preparer office with proper controls. Assign role-based permissions, restrict access by IP address, track who touched which return, and maintain a clear audit trail. Admin-level visibility without giving everyone admin-level access.
Reports
Over 50 standard reports covering production volume, revenue by preparer, filing status breakdowns, rejection tracking, and compliance metrics. Export to CSV for your accountant or print for your records. The data you need to run your practice as a business.
Ready to see it in action?
Book a review call and we will walk you through the platform.