Smart Tax Organizer
Get organizers back faster, decrease administrative time and improve the client experience.
Book a DemoGet organizers back faster, decrease administrative time and improve the client experience.
Book a DemoWe reduce the time and effort you – and your clients – have to spend gathering information, filling out forms and following up.
We'll take in information from last year's return, show or hide questions based on client answers and guide clients to the right answers. You get the right information the first time and clients get a easy, painless experience.
Get the documents you need quickly by showing clients exactly which documents you need and guiding them to upload them using a mobile or desktop device.
Supports common tax schedules with dedicated questions for business, rental, and farm income.
Monitor client progress in real-time, get notifications on their progress and automate follow-ups through text and email.