Powerful Features for Growing Tax Practices

Scale your team and streamline workflows with advanced tools and controls

Includes all the powerful automation tools from the Solo plan: Intelligent Intake, ID Verification, and automated document sorting.

Protect sensitive data. Granular permissions ensure staff only access the files and tools relevant to their specific role.

Expand your capacity. Support for up to 5 unique licensed preparer logins to handle increased tax season volume.

Front desk support. A restricted login for staff to onboard clients and upload docs without accessing sensitive tax return data.

Quality control built-in. Junior preparers mark returns as "Ready for Review," requiring senior approval before filing.

Organize your workforce. Manually assign specific client files to specific team members to keep queues manageable.

Visual pipeline management. See exactly which returns are stuck in "Missing Docs" vs "Ready for Review" at a glance.

Total accountability. Detailed timestamps of every login, file view, and export action for security compliance.

Seamless collaboration. The entire team shares a view of client chats, so anyone can pick up where a colleague left off.