Track every return from
draft to accepted.
Create, manage, and monitor tax returns through their complete lifecycle. See every return's status at a glance — draft, in review, filed, or accepted — with full audit trails and team assignment.
CAPABILITIES
From first draft to IRS acceptance
Every return moves through clearly defined stages. Know exactly where each return stands and what needs attention.
Create Returns Instantly
One-click return creation for any entity type with smart data population from prior years.
- One-click return creation for any entity type
- Auto-populate from prior year data
- Import client data from CSV or QuickBooks
- Clone returns for similar clients
Status Dashboard
Filter by status, preparer, form type, or due date — see everything at a glance.
- Filter by status, preparer, form type, or due date
- Color-coded status badges (draft, review, filed, accepted)
- Progress indicators show completion percentage
- Sort by urgency or approaching deadlines
Lifecycle Automation
Returns auto-advance through stages with notifications, compliance checks, and rejection handling.
- Auto-advance through stages on approval
- Trigger notifications at each stage transition
- Automatic compliance checks before filing
- Rejection handling with auto-retry options
Team Assignment
Assign preparers and reviewers per return with workload balancing and full audit trails.
- Assign preparers and reviewers per return
- Workload balancing across your team
- Bulk reassignment for seasonal staff changes
- Full audit trail of who touched what
USE CASES
Every form type, every entity
From individual 1040s to nonprofit 990s — full lifecycle management for every return type.
Individual 1040
Personal income tax returns with full schedule support — A through SE.
Business 1120
C-Corporation returns with balance sheets, income statements, and M-1/M-2 reconciliation.
Partnership 1065
Partnership returns with K-1 generation, partner capital accounts, and allocation worksheets.
S-Corp 1120S
S-Corporation returns with shareholder basis tracking and reasonable compensation analysis.
Trust & Estate 1041
Fiduciary returns with distributable net income calculations and beneficiary allocations.
Nonprofit 990
Exempt organization returns with program service accomplishments and governance disclosures.
COMPARISON
Traditional vs AI-Powered Returns
Frequently asked questions
Manage every return in one place
Stop juggling spreadsheets. Track every return from draft to acceptance with full visibility.