Features

Real-Time Integration

Connect directly with your clients' QBO, Xero, or Freshbooks accounts, or upload PDF and excel docs, to instantly prepare Federal and state workpapers.

Upload Tax Data to your Tax Prep Software

Once the workpapers are signed off, LittleNewt will transfer the tax data from the workpapers and prepare your return for you.  You can run one return at a time, or run a batch and upload dozens of returns.

Instant Workbook & Return Preparation

Upload the PBC, either through Excel, PDF, or a real-time link to an online accounting platform, and use that data to prepare the workbooks and returns. Review, edit, then e-file.

Tax Automation

Fully automate repetitive and inefficient tasks in the tax preparation process.  Import client information, either directly from a real-time connection with an online accounting system, ERP system, or from Excel, and instantly prepare entire workbooks and returns.  Our software will then send the tax data to your tax prep software for you to review, send to client for signature, then efile.

Workbook & Form Integration

When preparing workbooks, you already calculated every amount that’s going to go on the forms, so why waste time transferring data from the workbook to the forms?  With LittleNewt, you can review the pro-formas before the tax data is ever sent to your tax software so you can be confident in the return's accuracy before our software prepares it.

One-Stop Shop

The automated workbook, tax return preparation, due date tracking, task management, time tracking and billing support, document storage, and client communication aspects are all rolled into an intuitive web and mobile application. - Coming Soon

Cloud-Based Software

Easily save and back up all returns, workbooks, client documents, memos, and other files to LittleNewt’s cloud-based document storage.  Coming soon

Safety & Security

Keep your clients’ data safe and accessible with multi-factor authentication, strong encryption, and secure messaging. Our code base is monitored 24/7 for changes, and we proactively seek solutions to the ever-changing landscape of digital security.