Tax prep and advisory tools together

Boost accuracy and efficiency

• Import 100% of federal and resident state client data. (State income taxes are included but not state strategies)
• Expand and extract details for the baseline as needed

Maximize tax savings and reduce audit risk

• Legislated tax law updates are automatically incorporated into your planning and projections
• Create scenarios for different possibilities, from return impact to maximum contributions or deferral amount

Incorporate changes with Quarterly Estimated Tax Planning

• Generate a PDF with quarterly estimate amount calculations to send to clients
• If not paid in the prior quarter, amounts will update and include penalties and interest

Basis tracking for S Corps and Partnerships

• Benefit from basis tracking for S Corps and Partnerships by seeing the impact of large distributions
• Simulate QBI deduction across activities on the return

Apply your expertise for added personalization

• Don’t see a strategy you want? Create and add your own in minutes
• Save new addition as a strategy you can modify anytime for your clients

No need to start from scratch

• Apply plug-and-play strategies like hiring your children, IRA, or bunching itemized deductions
• Adjust strategies as needed to best serve your clients

Keep everyone on the same page

• Generate easy-to-understand reports that you can customize with your firm’s logo and colors
• Walk your clients through the plan summary easily or have them go through it at their own convenience

Boost profits and productivity

• Start offering tax advisory services with the groundwork done for you
• Add value to services you already offer with measurable savings and planning