Intake → Paid
The same stages tax offices already use, visible to the whole team instead of buried in a tracker spreadsheet.
Workflow automation
Move every return through the same clear path
HeyRoca turns your firm’s process into an operating rail. Every handoff has an owner, a status, and a next action — from organizer received to invoice paid.
Built for independent tax and accounting firms. Keep your existing tax-preparation software.
Owners and deadlines
See who is on preparation, what is waiting on review, and which files are due this week.
Reminders when work stalls
Client requests can move the file forward automatically when a document arrives or a signature is complete.
Capacity you can see
Partners get a live picture of blocked work without asking everyone for a status email.
Business return pipeline
18 active jobs
Intake2
Stone & Pine
AK
Organizer sent
Clearwater LLC
AK
New client
Preparation2
Elm Finance
MG
Assigned to Mia
Northline Studio
MG
6 documents
Review1
Harper & Co.
AK
Due tomorrow