10 integrated modules. 502 AI prompts. Official 2026 IRS data built in. Works alongside your existing tax software — no migration required.
10 professional modules covering every stage — from first client contact to October 15th extension filing.
Capture taxpayer ID, filing status, dependents, income sources, and banking in one organized form.
11-section client questionnaire covering income, deductions, life events, and foreign assets.
Auto-calculating 1040 worksheet with 2026 brackets, credits, AMT, and itemized vs. standard comparison.
Schedule C, Schedule E, S-corp (1120-S), partnership (1065), K-1 tracker, and QBI calculator.
Payroll, sales, and property factor apportionment across up to 15 states with nexus determination.
502 copy-paste prompts across 5 categories — research, communication, planning, audit, and law updates.
Pre-filing quality checklists for 1040, Sch. C, E, 1120-S, 1065, 1041, 709, FBAR, 990, and extensions.
Platform comparison, 8879 e-signature workflow, and full paperless return delivery protocol.
Live countdown dashboard for all extended returns with penalty calculator and status workflow.
Safe harbor (IRC §6654) and annualized income installment calculations with quarterly payment vouchers.
Every module connects to the next. Data flows from intake through filing without re-entry.
No contracts. No hidden fees. Cancel anytime.
Need enterprise licensing for 10+ users? Contact us
"The 1040 Interview Worksheet alone saves me 45 minutes per client. The deduction comparison tab is exactly what I needed."
"I used Prompt #18 from the AI library for an ISO exercise question and had a complete AMT analysis in under two minutes."
"The Extension Tracker dashboard finally gave us visibility across all 80+ extended returns. No more missed October deadlines."
No credit card required. All 10 modules. Full access for 14 days.
Trusted by CPAs, Enrolled Agents, and accounting firms