Tax Office
A complete tax practice in one operating system.
Personal and business taxes, planning, refund advances, and IRS support — backed by season-aware workflows, preparer credentialing, and client portals.
Built for high-volume tax offices: PTIN/EFIN tracking, preparer assignment, refund-advance funding status, IRS notice management, and full season lifecycle tooling.
What this division ships with.
Personal Tax Prep
1040 workflow with document collection and e-sign.
Business Tax Prep
1120, 1120-S, 1065, Schedule C pipelines.
Tax Planning
Quarterly planning, projections, advisory upsells.
Refund Advances
Funding status tracking and disbursement workflows.
IRS Notice Support
Notice intake, response tracking, resolution stages.
Stage-aware workflows
- Intake → Docs received → In prep → Review → E-signed → E-filed → Accepted
- Refund advance: Applied → Approved → Funded
Pre-wired triggers
- Missing-document reminders
- E-sign nudges
- Funding status alerts
- Season activation triggers
Staffing, onboarding, and role permissions.
- · Seasonal preparers with PTIN tracking
- · Reviewers & EAs
- · Office managers
- · Contract preparers
- · Bilingual reviewers
- · Mobile tax pros
What your clients see.
Industries and use cases.
- · Office-branded portals
- · Multi-office hierarchy
- · Per-office pricing
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