File Extension — April 15
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In Development

One system across every location.

We're building a dedicated multi-office layer for tax firms operating across multiple branches — standardizing intake, production tracking, staff management, and reporting into one connected system.

What's coming

Centralized office management

Manage every branch from a single command center — no separate logins, no data silos.

Cross-location staff control

Assign preparers, reviewers, and EROs across offices with role-based permissions.

Unified reporting

Production reports, e-file acceptance rates, and client metrics across all locations.

Standardized intake workflows

Every office runs the same compliant intake process — regardless of location or staff.

SOC 2 compliant
Bank-level encryption
IRS authorized
2,000+ professionals