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Tax Prep
Engagement System

Accelerate the speed of your tax return preparation with an interactive shared workspace that engages and educates your client while ensuring accuracy and efficiency for your tax prep team.

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Empowering Tax Preparers

Firmwide Return
Management

Context-Driven Communication

Entity-Specific
Tax Organizer

Document Collection
System

Client
Education

eSignatures
Enabled

Tax Software
Connection

Firm
Co-Branding

Advanced Cyber
Security

All-Inclusive
System

Designed by and for Tax Preparers
to radically improve efficiency, accuracy, productivity, and client engagement.

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Increase Client Satisfaction

  • Securely Manage and Track
    Tax Returns in a Interactive Shared Workspace
  • Client Education throughout
    Return Review Process
  • Manage Each Entity in a Secure,
    Permanent Location Year-Round
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Interactive Management Process

Tax Firm & Client References

"This system allows me to save two hours a day by reducing my emails by at least half and allowing me to focus that time on my clients."
- Senior Partner at a mid-sized firm
- Senior Partner at a mid-sized firm
"This system centralizes all the steps that were never available before in one, secure place."
- High Net Worth Client with several business entities
- High Net Worth Client with several business entities
"This system saves us so much time, especially during tax season. There is nothing I have seen like it."
- Senior Manager at a small-sized firm
- Senior Manager at a small-sized firm
"This system is organized exactly the way that we interact with our Tax Preparer."
- Client at Exempt Organization
- Client at Exempt Organization
"This system eliminates so much manual work and centralizes control over all the tax returns."
- Office Administrator at a small-sized firm
- Office Administrator at a small-sized firm
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Early Bird 2023 Tax Season Discount

A 15-minute demo can change your life.

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Valid til 12/31