Tax Office Operating System
Tax office software, engineered end-to-end.
From preparation engine to client portal to bureau-wide analytics — the complete tax office operating system. Seven pillars, one platform, compliance-first.
Preparation Engine
Tax Software
- Federal + 50-state preparation
- Real-time e-file management
- Diagnostics & error catching
- Annual forms engine + IRS updates
- Compliance-driven workflows
- Bank product & refund routing
Tax Software preview
Office Operations
Practice Management
- Configurable tax & sales pipelines
- Multi-user roles & permissions
- Task & deadline management
- Office-wide dashboards
- Document management
- Audit logs across every action
Practice Management preview
Client Experience
Client Portal
- Encrypted document uploads
- Secure messaging & status
- E-signature workflows
- Refund & return tracking
- Mobile-first uploads
- Branded per office
Client Portal preview
iOS + Android
Mobile Tax App
- Native iOS + Android
- Remote tax preparation
- Photo doc capture
- In-app chat with preparer
- Mobile onboarding wizard
- Push notifications
Mobile Tax App preview
Decision Intelligence
Reporting & Analytics
- Office production analytics
- Preparer commission tracking
- Revenue & funding dashboards
- Client lifecycle metrics
- Pipeline conversion reports
- Exportable enterprise reports
Reporting & Analytics preview
Enterprise Scale
Multi-Office Management
- Office switching + tenant isolation
- Bureau-wide visibility
- Centralized administration
- Per-office role permissions
- Cross-office reporting
- White-label theming
Multi-Office Management preview
Trust Layer
Security & Compliance
- MFA + role-based access
- End-to-end encryption
- IRS Pub 1345 aligned
- Immutable audit trails
- Tenant data isolation
- Secure cloud infrastructure
Security & Compliance preview