Revolutionize tax and lead your firm into the future.

Eliminate manual data entry and accelerate tax prep with intelligent automation that starts the return. 

• Auto ingestion of source documents by client portal 
• Draft returns pre-populated with structured data
• Seamless sync with tax prep software and engagement letters

Ensure every return is consistent, accurate, and follows the same high standards no matter who is doing it or which team it’s coming from.

• Firm-specific validation rules
• Automatic validation checks during review
• Clear red, yellow, green indicators
• Built-in logic tailored to your review process

Reduce delays and eliminate version confusion with modern collaboration tools. Work faster and together. 

• Multiple users can work in the same return 
• In-line comments and shared notes
• Real-time communication and collaboration

Accelerate filings and stay in control with built in e-file tools and real time IRS connectivity.

• Automated alerts for accepted, rejected, or delayed returns
• Centralized tracking across all client filings
• Built-in audit trails and filing history logs
• Pre-submission validation to reduce errors