One client portal
Clients upload, answer, sign and pay in one place.
Built for tax season, automated end to end
Tax season, on autopilot
From first upload to final payment — intake, prep and delivery in one automated flow.
Average 4.8/5 from 1,200+ reviews
AI tax automation
Let AI handle the busywork of tax season
- AI reads and classifies client documents
- Flexible triggers start work at the right moment
- Questionnaires generated from last year’s return
- Data extracted straight into your prep workflow
- Final delivery workflows populated automatically
One platform
From first upload to final payment
Firm control, not chaos
AI proposes; your team reviews and approves.
Measurable ROI
Track hours saved across the whole season.
Smart intake
End the intake back-and-forth
- Personalized request lists for every client
- Automatic reminders for missing documents
- Uploads matched to the right checklist item
Smart prep
Less data entry. More review.
- Data extracted from source documents
- Prior-year comparisons flag anomalies
- Reviewer queues with clear status
Smart delivery
From completed return to completed payment
- Returns delivered securely through the portal
- eSignature and payment in the same step
- Automatic follow-ups until everything is done
FAQ
Frequently asked questions
Can’t find what you need? Our team is happy to help.
An end-to-end flow that automates intake, preparation and delivery, with your team in control at every review step.
Intake feeds prep with organized documents and data; prep hands completed returns to delivery for signature and payment.
Separate intake, document, eSignature and payment tools used during tax season.
AI suggestions always go through your review and approval steps.
Book a demo
Ready to get started?
See it working with your own clients, workflows and billing setup.
- 30-minute personalized walkthrough
- Migration plan for your current tools
- Transparent pricing for your team size