Tax Year 2026 NEW

The Complete Workflow System
for Tax Professionals

10 integrated modules. 502 AI prompts. Official 2026 IRS data built in. Works alongside your existing tax software — no migration required.

10
Integrated Modules
502
AI Prompts
4–6 hrs
Saved Per Return
100%
Browser-Based
⚠️ 2026 Tax Data Notice: Federal brackets reflect proposed TCJA extension (Senate Finance, Feb 2025). All figures sourced from IRS Rev. Proc. 2025-32. Subject to final legislative action.

Everything You Need for Tax Season

10 professional modules covering every stage — from first client contact to October 15th extension filing.

Module 01
📋

Client Intake Form

Capture taxpayer ID, filing status, dependents, income sources, and banking in one organized form.

Module 02
📄

Tax Organizer

11-section client questionnaire covering income, deductions, life events, and foreign assets.

Module 03
📊

1040 Interview Worksheet

Auto-calculating 1040 worksheet with 2026 brackets, credits, AMT, and itemized vs. standard comparison.

Module 04
🏢

Business Workpapers

Schedule C, Schedule E, S-corp (1120-S), partnership (1065), K-1 tracker, and QBI calculator.

Module 05
🗺️

Multi-State Apportionment

Payroll, sales, and property factor apportionment across up to 15 states with nexus determination.

Module 06
🤖

AI Prompt Library

502 copy-paste prompts across 5 categories — research, communication, planning, audit, and law updates.

Module 07
✅

Diagnostic Checklists

Pre-filing quality checklists for 1040, Sch. C, E, 1120-S, 1065, 1041, 709, FBAR, 990, and extensions.

Module 08
🔐

Client Portal Guide

Platform comparison, 8879 e-signature workflow, and full paperless return delivery protocol.

Module 09
📅

Extension Tracker

Live countdown dashboard for all extended returns with penalty calculator and status workflow.

Module 10
🧮

Estimated Tax Calculator

Safe harbor (IRC §6654) and annualized income installment calculations with quarterly payment vouchers.

The Complete Tax Season Workflow

Every module connects to the next. Data flows from intake through filing without re-entry.

1
Client Intake
Modules 1–2
2
Data Entry
Modules 3–5
3
AI Research
Module 6
4
QC Review
Module 7
5
E-File & Deliver
Module 8
6
Extensions & Estimates
Modules 9–10

Simple, Transparent Pricing

No contracts. No hidden fees. Cancel anytime.

Monthly

$29/mo
Billed monthly · Cancel anytime
  • All 10 modules — full access
  • 502 AI prompts library
  • CSV & PDF export
  • Official 2026 IRS data
  • Email support (48hr)
30-day money-back guarantee
MOST POPULAR

Annual

$97/yr
$8.08/month — Save 72% vs monthly
  • Everything in Monthly
  • 2 months free
  • Priority support (24hr)
  • Early access to new modules
  • Annual rate & limit updates
30-day money-back guarantee

Lifetime

$297/once
One-time payment · Own it forever
  • Everything in Annual
  • Lifetime updates included
  • White-glove onboarding call
  • Custom template branding
  • Firm-wide access (up to 5 users)
30-day money-back guarantee

Need enterprise licensing for 10+ users? Contact us

What Tax Professionals Say

★★★★★

"The 1040 Interview Worksheet alone saves me 45 minutes per client. The deduction comparison tab is exactly what I needed."

— [CPA Name], [Firm], [City, State]
★★★★★

"I used Prompt #18 from the AI library for an ISO exercise question and had a complete AMT analysis in under two minutes."

— [EA Name], [Practice Name]
★★★★★

"The Extension Tracker dashboard finally gave us visibility across all 80+ extended returns. No more missed October deadlines."

— [Firm Administrator], [Firm Name]

Frequently Asked Questions

Yes. The Suite runs in your browser alongside Drake, UltraTax, Lacerte, ProSeries, or any other software. It doesn't replace your tax software — it organizes your workflow before and after you open it.
Phase 1 stores data in your browser's localStorage — data never leaves your device. Phase 2 (coming soon) will add optional encrypted cloud sync via Firebase with SOC 2 Type II compliance.
Federal standard deductions and brackets are sourced from IRS Rev. Proc. 2025-32. The 2026 federal brackets reflect the proposed TCJA extension (Senate Finance Committee, Feb 2025) and are clearly marked as proposed. We update figures as final legislation passes.
Absolutely. It runs in any modern browser — Chrome, Firefox, Safari, Edge — on Windows, Mac, or Linux. No installation required.
30-day money-back guarantee, no questions asked. If you implement the workflow for your first client and it doesn't save you time, email us for a full refund.
The AI Prompt Library (Module 6) is built directly into the app. Each prompt has a one-click copy button. Paste into ChatGPT, Claude, Gemini, or Copilot — all 502 prompts work across all major AI platforms.

Start Your Free Trial Today

No credit card required. All 10 modules. Full access for 14 days.

Trusted by CPAs, Enrolled Agents, and accounting firms