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90% faster, 34x cheaper?  How?

We created a platform capable of fully automating the initial preparer role for your firm.  It can prepare entire federal workpapers for your review, then send the data to your e-file platform and prepare the forms.  And it only takes a few minutes from start to finish.

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View all of your clients' accounts as soon as you log in.  

Connect to QBO to pull in your financials, then upload prior year info or roll-forward PY's workpaper.

  • Cash/Accrual method TB upload

  • Automated M1 and M2

  • Automated allocations

  • Automated pro-formas for review

  • Supports most major federal forms

  • Xero & Freshbooks coming soon

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After you've uploaded all the PBC you need for the return, hit download to start reviewing the workpaper.  Once you sign off, send all the tax data to your e-file software with just a simple click of a button.

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