Industry pack

Tax Preparation Service OS

Tax client logs, document checklists, refund trackers, billing books, and IRS/government milestone maps.

Linked databases

7

Automatic calculations

13

Ready-made views

16

• ⏱️ Saves time

  Each return with tax year, filing deadline and status - returns close to deadline with documents missing are listed.

• 🔗 Connected data

  Documents needed per return - what is still missing is one filtered view to send to the client.

• 📊 Calculated for you

  Weighted pipeline value = deal value x probability, per deal and in total

• ✅ Nothing missed

  Billable hours turn into unbilled value per engagement automatically