Effortlessly Streamline Tax Clients & IRS Filing Pipeline
End-to-end management for Individual 1040s, Corporate 1120/1065 entities, visual IRS progress pipeline, fee ledger tracking, and automated client email campaigns.
Tax Return Progress Pipeline
Real-time 5-stage return tracking
Upcoming Deadlines
3 FilesEverything Your Tax Practice Needs To Scale Effortlessly
Built specifically around IRS tax preparation standards, from client intake and partner ownership breakdown to filing verification and automated client follow-ups.
1. Individual Clients (1040)
Manage taxpayer, spouse, and dependents, SSNs, DOBs, filing statuses (Single, MFJ, MFS, HOH), and complete tax year histories.
2. Business Entities & LLCs
Tailored for Partnerships (1065), S-Corps (1120-S), C-Corps (1120), and Schedule C. Track EIN, DBA, and unlimited partner ownership breakdown.
3. Visual Tax Pipeline
Track progress in 5 real-time stages: Waiting Documents, In Preparation, QA Review, Ready to File, and IRS Accepted.
4. Fee Ledger & Invoicing
Automated balance due calculation, invoice status tracking (Sent, Overdue, Paid), and one-click financial export.
5. Automated Marketing Mail
Send targeted email broadcasts by audience segments (missing docs, balance due). Integrated with Resend API / SMTP and dynamic tags.
6. Team Workload & RBAC
Assign return caseloads to staff. Granular role-based access control protected by Supabase Row-Level Security.
7. 100% Bilingual VN & EN
Seamless 1-click toggle between Vietnamese and English across 100% of screens, modals, and tables with accurate tax terminology.
8. Ergonomic Dark Mode
Crafted with #1D2128 charcoal dark palette, perfect for late-night tax season work with crisp high-contrast readability.
The software is still a work in progress. We'd love your feedback to make it even better!