Send the proposal, collect every document, read it with AI, prepare the return, and deliver it for e-signature — all in one mobile, branded experience. No bolt-on portals, no second logins, no chasing paper. Everything below is built in-house, on top of your return engine.
Send a proposal and engagement letter to one client or your whole book. The client accepts and e-signs to kick off the engagement — manually or fully automated.
An AI-built document checklist tells each client exactly what to upload. As they add W-2s and 1099s, AI reads the numbers off the page and drops them straight into the return.
Built-in diagnostics flag missing SSNs, withholding that beats income, dependent-age mismatches and more before anything is filed — so review is a glance, not a hunt.
The finished return is assembled with a plain-English summary, sent for e-signature, and a payment reminder rides along — all in the same branded portal.
W-2, 1099-NEC/MISC/INT/DIV, K-1, Schedule C and Schedule E — captured straight from the uploaded PDF or photo, no manual entry.
Extracted figures flow into the return editor in integer-cents — the preparer reviews and accepts, never re-keys. Numbers can't drift from the source.
Every AI-captured amount lands in a review panel with a checkbox. Nothing posts to a return until a human confirms it.
Clients answer the organizer and snap photos of documents from their phone. No app store, no friction — just a link.
Logo, colors, and a custom domain across the whole client journey. Clients never see “TaxPulse” unless you want them to.
Organizer, uploads, e-signature, and delivery live behind a single secure link — no second portal, no extra password to reset.
Per-return fee ledger and payment reminders at delivery — see production and turnaround across every office in Insights.
Clients are nudged for missing documents and unsigned returns automatically, so nothing stalls waiting on a human to follow up.
SSN/ITIN encrypted at rest, §7216 consent captured before data is shared, and tokenized client links — built for tax-data handling.
Every return flows through one stage board, so owners see the whole practice and each preparer sees their own day.
No stitched-together portals. One platform, your brand, your clients.