Drew Keith
Jan 16, 2026
What is it?
This feature involves the implementation of workpapers and tax organizers specifically for individual clients, enhancing tax preparation capabilities.
What’s the problem it solves?
It addresses the need for organized and comprehensive tax preparation tools tailored for individual tax clients, ensuring accuracy and efficiency.
Why is it impactful?
By providing dedicated tools for individual tax preparation, firms can improve accuracy, streamline workflows, and enhance client satisfaction.
Browse Our Features
Time Track?
Send Billing?
Streamline Tax Prep?
Help Communication?
Request Documents?
Yes. And if we don’t there’s a good reason for it. Have a tour of our features and see what we’re truly capable of.
Feature Releases
Our archive of every release, publicly displayed, because transparency is important to us.
Our Approach to Pricing
Simple. Flat. Fair.
Unlimited seats
Comprehensive features
Always transparent
