Your whole client list, line by line.
Tax preparation and client management for accounting firms. Individuals and businesses, federal and Michigan, in one encrypted workspace.
Every client in one file
Clients
Individuals and entities with owners, dependents, contacts, consents, documents, and notes.
Returns
Track each return from waiting on documents to filed. Roll last year forward in one step, and see planning ideas across every client.
Team
Roles for admins, preparers, reviewers, and read-only staff, with an activity log.
Documents fill the return
Send clients a secure upload link. Read W-2s and 1099s from photos or PDFs. Import bank exports. Send K-1s from an entity to its owners’ returns.
Year-end work for business clients
Prepare W-2s with the W-3, and 1099-NEC and 1099-MISC forms with the 1096, from payroll and vendor totals. Log IRS and Michigan notices with their response dates and draft the reply.
Encrypted before it leaves the browser
Client data is encrypted with your firm’s key. We store ciphertext and cannot read it. Keep your passphrase and recovery code safe, because we cannot reset them.
Paper filing
Returns print on official forms. E-file is not available yet, which matters if your firm files 11 or more individual returns a year. See What it covers for the form list.