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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.

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.

Transform Your Transactional Practice
into an Advisory Practice

Easy Integration With Current Tax Software

Improve Client

Increase Client

Reduce Stress for
Tax Deadlines

Centralized Command Center for Firm & Clients

Enhance Accuracy
and Reduce Errors

Improve Efficiencies
Saving Hours a Week

No Set Up, No Additional
Systems Required

Increase Revenue With
New & Retained Clients