Built for Tax Season 2026

The Professional Tax
Workflow Platform for
Modern Accountants

16 integrated modules. AI-powered assistance. Real e-signatures. Client portal. Built exclusively for CPAs, enrolled agents, and accounting firms.

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IRS-compliant
No credit card required
SOC 2 compliant storage
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16
Integrated Modules
500+
AI Tax Prompts
2026
Tax Year Ready
∞
Clients Supported
Everything you need

16 Professional Modules,
One Unified Platform

Every tool a tax professional needs — from client intake to filing — built into a single seamless system.

Module 01

Client Intake Form

Complete digital onboarding. Auto-populate across all modules. OCR document scanning for W-2s and 1099s.

Module 02

Tax Organizer

Comprehensive questionnaire covering all income types, deductions, and life events. PDF export ready.

Module 03

1040 Interview Worksheet

Structured interview with live tax calculation. 2026 brackets, safe harbor rules, and QBI deduction.

Modules 04–05

Business Workpapers

Schedule C, E, 1120, 1065, K-1 tracker. Multi-state apportionment with automatic allocation calculations.

Module 09

Extension Tracker

Track all client extensions with deadlines, status, and automated reminders. Never miss an IRS deadline.

Module 06

AI Prompt Library

500+ curated prompts for every tax scenario. Research, planning, client communication — all AI-powered.

Module 07

Diagnostic Checklists

IRS audit risk indicators, quality review checklists, and compliance verification for every return type.

Module 11

E-Signature System

Sign engagement letters and Form 8879 digitally. Legally binding with timestamped audit trail and PDF generation.

Module 10 + 14

Tax Calculator + Billing

Estimated tax calculator with safe harbor rules. Time tracking, invoice generation, and payment collection.

Module 15

Crypto Tax Calculator

FIFO, LIFO, HIFO, Specific ID methods. STCG/LTCG split. Form 8949 CSV export. NFT and staking support.

Module 16

Year-over-Year Comparison

Side-by-side comparison across 2–4 years. Variance flags, audit risk indicators, and trend analysis.

Analytics + Planning

Practice Management

Revenue analytics, tax planning scenarios, client pipeline, task assignment, and firm performance KPIs.

Seamless workflow

From intake to filing
in one system

1
Client Intake
Digital form, OCR scan docs, auto-populate profile
2
Tax Organizer
Guided questionnaire, collect all data needed
3
Prepare Return
Worksheets, workpapers, AI assistance throughout
4
Review + Sign
Quality checklist, e-sign Form 8879 digitally
5
File + Archive
Cloud storage, audit trail, client portal access
Powered by Claude AI

Your AI Tax Expert,
Available 24/7

Ask anything — IRS deadlines, deduction strategies, client-specific scenarios, state tax rules. The AI knows 2026 tax law inside out.

  • Context-aware per client and module
  • 500+ curated prompts for every scenario
  • OCR scan documents and extract data automatically
AI Tax Assistant — Live Preview
CPA
What's the 2026 safe harbor rule for a client with $180k income?
AI
For 2026 with $180k AGI, your client must pay the lesser of:
• 100% of prior year tax, OR
• 90% of current year tax

Since AGI exceeds $150k, the high-income rule applies — they must pay 110% of prior year tax. Q4 deadline: Jan 15, 2027.
CPA
Should we consider a Q4 IRA contribution to reduce liability?
AI">
Simple pricing

Start free. Scale as you grow.

No hidden fees. No setup costs. Cancel anytime.

Monthly Annual Save 17%
Solo CPA
$49/mo
For independent tax professionals and enrolled agents.
  • All 16 workflow modules
  • Unlimited clients
  • AI Tax Assistant
  • OCR document scanner
  • E-signature system
  • Cloud document storage
  • Multi-user access
  • Role management
14-day trial · No credit card
Most Popular
Small Firm
$99/mo
For accounting firms with a team of tax professionals.
  • Everything in Solo CPA
  • Up to 5 user seats
  • Role-based access control
  • Shared client database
  • Task assignment system
  • Practice analytics
  • Client portal access
  • Priority email support
14-day trial · No credit card
Enterprise
$199/mo
For large firms and accounting groups needing full control.
  • Everything in Small Firm
  • Unlimited user seats
  • White-label option
  • Custom onboarding call
  • Dedicated account manager
  • SLA guarantee
  • Audit log + compliance
  • API access
14-day trial · No credit card
Trusted by professionals

What tax professionals say

★★★★★

"I replaced three separate tools with Tax Suite Pro. The AI assistant alone saves me 2 hours per complex return. The OCR scanner is genuinely magic."

SR
Sarah Reynolds, CPA
Solo practitioner · Dallas, TX
★★★★★

"Our firm processes 400+ returns a season. The client pipeline and task assignment system transformed how we manage workload across 4 preparers."

MK
Michael Kwan, EA
Partner · Kwan & Associates
★★★★★

"The crypto tax module handled all my clients' DeFi complexity — HIFO, staking rewards, NFT sales. Nothing else on the market does this for tax pros."

AP
Amanda Park, CPA
Crypto tax specialist · Miami, FL
Questions

Frequently asked

Yes. Our e-signature system meets IRS requirements for Form 8879. Signatures are timestamped, IP-logged, and stored with a full audit trail. We comply with the ESIGN Act.
All data is stored in Supabase (PostgreSQL) on AWS with SOC 2 Type 2 certification. Data is encrypted at rest (AES-256) and in transit (TLS 1.3). We comply with FTC Safeguards Rule and IRS Publication 4557.
Yes, on the Small Firm plan (up to 5 users) and Enterprise plan (unlimited). Each team member gets a role: Owner, Admin, Preparer, or Reviewer with role-based module access.
Yes, the application is fully responsive and optimized for tablets and phones. CPAs can review returns and clients can sign documents from any device.
After 14 days you'll be prompted to choose a plan. Your data is never deleted. No credit card is required to start the trial.
Clients get their own separate portal login. They can upload documents, view return status, and e-sign forms — without seeing any of your firm's internal tools.
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your tax practice?

Join hundreds of CPAs and enrolled agents who manage their entire practice in one place.

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