Tax season · intake to delivery

Tax season, one path — receive, build, secure, deliver.

Start: receive the client Open the Client Workspace

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Step 1 — Receive the client, without the back-and-forth

Open the intake flow

Step 2 — Build the return without re-keying

One sheet, every figure by tax line

Tax Prep Workpaper

Open Workpaper
Faithful, computed replicas

Form Replicas & Library

Open Form Replicas
Assets that roll forward with the client

Depreciation & Asset Book

Open Asset Book

Step 3 — Secure it before it leaves your desk

The $650-per-credit penalty, covered

Due Diligence (Form 8867)

Open Due Diligence
Catch the CP2000 before the IRS does

IRS Match Auditor

Open IRS Match
Nothing missing before you start

Return Readiness

Open Readiness Check

Step 4 — Deliver one branded package (and get paid)

Before you bill: the paperwork

Engagement + §7216 Consent

Open Agreements
Everything you produced, one PDF

Client Package

Open Client Package
Client without an SSN?

ITIN / W-7 Assistant

Open ITIN Assistant
Work it per client in the Workspace See all tools