A calm, structured way to run tax preparation
This software helps internal teams manage clients, documents, and tax returns with clarity, accountability, and zero chaos.
Document clarity
Request missing documents with secure links and track uploads in one timeline.
Preparer accountability
Assign returns, update statuses, and keep ownership clear at every stage.
Clean handoffs
Reduce internal back-and-forth with structured notes and status flow.
Audit-ready history
Every document, upload, and update is traceable per client.
Designed for real tax teams
No sales fluff. Just the tools needed to move returns forward without confusion.
Client-level document tracking
Secure public upload links
Return status pipeline
Multiple preparers per return
Internal notes & follow-ups
Admin-controlled user access