Organizers and intake
Send a clear first request, collect the organizer, and see what is still missing before preparation starts.
For tax professionals
The client management and workflow platform built for independent tax firms
Organizers, missing documents, signatures, preparation stages, extensions, invoices, and tax-season deadlines belong in one workspace — next to the tax software you already trust.
Built for independent tax and accounting firms. Keep your existing tax-preparation software.
Document chase without the inbox hunt
Request W-2s, ID, and bank statements against the client record. Clients upload from the portal instead of forwarding email chains.
Preparation through paid
Move every return through Intake, Documents, Preparation, Review, Signature, and Paid with an owner and a next action.
Extensions, e-sign, and invoices
Keep extension status, engagement letters, and invoices on the same file so the team is not reconciling three tools at 11 p.m. on April 14.