SOLUTIONS · TAX PROFESSIONALS
Tax season, without the scramble.
Collect documents year-round, track what is missing, and message clients without leaving the platform. Ready for extension season and the next one.
Common tax-season challenges, solved.
THE PROBLEM
Chasing tax docs for weeks
WHAT WE DO
Year-round document hub
Clients upload as forms arrive; nothing lost until March.
THE PROBLEM
Missing K-1s, 1099s, 1098s
WHAT WE DO
Missing doc tracker
The system knows what to expect from prior year and follows up automatically.
THE PROBLEM
Client questions in email chains
WHAT WE DO
In-portal messaging
Every question tied to a return, a document, and the deadline it affects.
Purpose-built for tax prep
Tax Document Hub
W-2, 1099, K-1, 1098 and every other form — organized per return.
Missing Doc Tracker
Auto-generated checklist based on last year's return.
Year-round Client Portal
Stay in touch outside filing season — no cold restart every January.
Deadline Management
Federal, state, extension deadlines tracked per client per year.