Platform Modules
Activate only the modules your firm needs. Each module adds capabilities for your staff and a polished, branded experience for your clients. Per-staff pricing, no long-term contracts.
All-In-One Bundle
Get every module for your entire team at one price.
$99/staff/mo
or $82/staff/mo billed yearly — save 17%
Tax Preparation
End-to-end return management for your firm
A complete 12-stage pipeline from client intake to filing. Your clients upload documents through a branded portal, your staff prepares returns in their existing software, and the platform handles everything in between — organizer, document collection, pricing, e-signatures, and client communication.
What Your Firm Gets
- 12-stage preparation pipeline with QC review
- Digital tax organizer (6-step client intake)
- Document upload portal with auto-classification
- Dynamic pricing engine with real-time price builder
- E-signature integration (Form 8879 with KBA)
- Refund Advantage / Pay-from-Refund tracking
- Year-over-year client data pre-fill
- Client-facing Tax Tracker with plain-language stages
AI Features Included
Tax Resolution
Manage IRS and state resolution cases at scale
A 14-stage case management pipeline built for resolution work. Track everything from initial consultation through compliance monitoring — with Form 2848 generation, financial disclosure tracking, urgency flagging, and payment plan management for your fees.
What Your Firm Gets
- 14-stage resolution pipeline
- Form 2848 Power of Attorney tracking
- Financial disclosure (433-A/B) management
- Urgency flagging (URGENT / HIGH / STANDARD)
- Related job linking with blocking dependencies
- Client payment plans for resolution fees
- OIC 5-year compliance monitoring
- Cross-sell triggers to Tax Prep and Credit Repair
AI Features Included
Credit Repair
CROA-compliant credit repair operations
Run credit repair services the right way — fully CROA-compliant from day one. Track dispute rounds per bureau, bill clients only after work is performed, and give clients visibility into their progress. Built-in compliance guardrails protect your firm.
What Your Firm Gets
- Per-bureau dispute round tracking
- CROA-compliant billing (fees after work performed)
- 3-day cancellation right enforcement
- Dispute letter generation and tracking
- Goodwill letter management
- Client progress dashboard
- Response deadline monitoring (30-45 days)
- Cross-sell triggers from resolution and tax prep
AI Features Included
ITIN Processing
Streamline ITIN applications for your clients
Manage the full ITIN application lifecycle — from W-7 form preparation through IRS submission and tracking. Integrates directly with the Tax Preparation module so ITIN clients flow seamlessly into return filing once their number is issued.
What Your Firm Gets
- W-7 form preparation workflow
- Required document checklist and validation
- Application status tracking
- Integration with Tax Prep module
- Client communication portal
- Certified Acceptance Agent support
AI Features Included
Business Formation
Entity formation and EIN services for your clients
Offer business formation as a service to your tax clients. Manage LLC, S-Corp, and C-Corp formations with state filing tracking, EIN applications, and operating agreement generation — all from within the same platform your clients already use.
What Your Firm Gets
- LLC, S-Corp, C-Corp formation workflows
- State filing and tracking
- EIN application management
- Operating agreement generation
- Registered agent coordination
- Cross-sell into Bookkeeping and Tax Prep
AI Features Included
Bookkeeping
Monthly bookkeeping management for firm clients
Manage ongoing bookkeeping engagements alongside your tax and resolution work. Track client financials, categorize transactions, generate reports, and ensure books are tax-ready when filing season arrives — all within one platform.
What Your Firm Gets
- Transaction categorization and reconciliation
- Monthly financial report generation
- Client document collection portal
- Tax-ready book close workflows
- Integration with Tax Prep module
- Multi-client dashboard for bookkeeping staff
AI Features Included
Volume Discounts
The more staff you onboard, the more you save.
0%
1-3 staff
10%
4-7 staff
15%
8-15 staff
20%
16-30 staff
25%
31+ staff