01
Client Journey Automation
Guide engagement, prior-year context, organizers, document collection, reminders, and the handoff into preparation.
- Prior-year evidence baseline
- Expected-document signals
- Guided client follow-up
One connected product family for the full practice journey.
Start with the tax work that slows your firm down most. Connect the client journey before the return, professional review and advisory around it, and the operating tools that help the practice grow.
Connected practice journeyProfessional in control
- 01Bring clients inGrowth, front desk, onboarding, and documents
- 02Prepare and reviewEvidence, supported data entry, exceptions, and approval
- 03Advise and respondPlanning opportunities and controlled IRS notice workflows
- 04Operate and growPractice operations, client experience, and digital presence
The products connect, but firms can start with the package they need now.
Tax work at the center
Before the return. Through preparation. Beyond filing.
Three connected products turn scattered client information into reviewable work and year-round service—without hiding uncertainty or professional judgment.
02Flagship
Tax Preparation Automation
Classify source documents, prepare supported tax-software data entry, expose unresolved items, and focus professional review.
- Evidence-linked extraction
- Software-specific automation lanes
- Professional review handoff
03
Advisory & IRS Notice Response
Carry client and return context into planning conversations, notice deadlines, evidence collection, and reviewed response drafts.
- Planning opportunity intake
- Notice and deadline organization
- Professional approval controls
Operate the whole practice
Add the operating layer when the firm is ready.
Tax Preparation Automation remains the core. These products connect the client experience, team workflow, and growth work around it.View the complete practice journeyGrowth & Front DeskRespond, qualify, book, collect context, and route inquiries through approved channels.Practice ManagementConnect client records, work, communication, accounting, reporting, and team handoffs.Professional ReviewGive reviewers evidence, explainable flags, resolution steps, and explicit approval control.Client ConciergeGive each client one clear next action across documents, messages, appointments, and progress.
Your practice’s digital front door
Website & Mobile App Studio
Choose from 50 websites created specifically for tax, CPA, advisory, and accounting practices. Customize the brand, services, content, calculators, booking, and client calls to action.
Start with the bottleneck your firm feels today.
See the relevant workflow first. Add connected products when the firm is ready.
Book a product walkthrough