Start Your Online Tax Organizer Journey Today
Linking with CognitoForms as the delivery application platform to build, test, deploy, and manage client data collection via online tax organizers and tax worksheets to support tax accountants, CPAs and Enrolled Agents.
Typical 5-step tax return preparation process
(1) Client Onboarding
(2) Information Gathering & Document Collection
Our focus area
Enabling clients to provide needed information & upload their IRS forms and related documentation via online forms and file transfers.
(3) Tax Return Preparation
(4) Client Review & Signatures
(5) Tax Return Filing & IRS/State Receipt/Acceptance