Increase Client Engagement & Your Firm’s Valuation
Our Interactive Shared Workspace creates a collaborative cloud-based environment where Tax Preparers, their support teams, Clients, and their trusted service providers can visualize and manage responsibilities.
Visualize the Tax
Prep Process
By combining the questionnaire, document collection, messaging/commenting, tax return review, authorization, and e-filing in one place, Repositax streamlines the Tax Prep Process with an easy-to-use and visually appealing user interface.
Improve
Client Satisfaction
& Engagement
Centralize all communication, messaging, commenting, and edits in one Tax Prep Management Platform – while ensuring they are organized on a per tax return basis.
Thanks to our Digital Tax Organizer (one per tax return), Tax Preparers and Clients can both receive 24/7 real-time status updates on the progress of the tax return preparation process.
Increase Your Firm’s Valuation
Considering selling or merging your practice someday? Transfer all of your client contact information, documentation, tax returns, and payment details in one simple step.
When Tax Preparers use Repositax, we make it easy to increase your Firm’s Value by verifying your book of business, prove your team’s production amount, and transfer business intelligence to a potential acquirer.
