Powerful Features for Solo Tax Preparers

A smart questionnaire that adapts to your client's answers, ensuring you get every deduction without asking irrelevant questions.

Automatically scans driver's licenses and passports to flag expired or suspicious IDs before they reach your desk.

Serve a diverse community. The user can select their preferred language (English, Spanish, French) to interact with the app.

No more blurry photos. The app auto-crops, enhances, and converts images to high-quality PDFs.

Full support for 1040 personal returns and business filings (1120, 1120-S, 1065) in one workflow.

The system generates a dynamic document checklist for the client based on their intake answers.

Automatically nudges clients via push notification when a required document is missing.

Export validated data directly to Crosslink, Drake, or TaxSlayer with a single click.

Grow without limits. No caps on the number of returns you process.