Year-by-year workspaces
Each tax year is its own deployment slot. 2024 keeps working when 2025 forms ship.
TaxPro
TaxTax preparation, year by year.
Prepare and review individual and entity returns with year-aware forms, jurisdiction rules, and a structured review queue. Each tax year is its own focused workspace, so prior-year work never gets clobbered when forms change.
No card required. Sign-up takes 60 seconds.
What you get
Everything in one focused product app.
Federal and state
Federal and supported state forms with jurisdiction-specific rules baked in.
Review queues
A structured reviewer flow with sign-offs, exception flags, and document handoff.
E-file status
Track e-file submissions, acknowledgements, and rejections per return.
Carries forward
Roll prior-year client data into the new year automatically — fixed assets, basis, carryforwards.
Document collection
Client portal for organizers and source documents, integrated with the return workspace.
Pricing
Start free for 30 days. Pick a plan when you're ready.
Every plan includes a 30-day free trial — no card required up front. Pricing reflects the Tax app only; mix and match with other WorkpaperOS apps as you grow.
Trial
$0for 30 days
- Full feature access
- Current tax year
- No card required
Pro
$99/ user / month
- Unlimited returns
- Federal + state
- E-file included
- Reviewer seats
Firm
Contactfor firms 10+ users
- Volume pricing
- Multi-year bundles
- Custom onboarding
FAQ
Common questions.
- Which tax year is current?
- Tax 2025 is the active year. Prior-year workspaces remain available for late filers and amendments.
- How does e-file work?
- Submission, acknowledgement, and rejection tracking are built in for federal returns. Supported states are handled the same way.
- Will Tax talk to Audit or Books?
- Trial balance handoff from Books is on the roadmap. Tax stays its own product so a tax-season release never disrupts an audit team.
Ready to try Tax?
Sign up in 60 seconds. Your 30-day trial starts the moment you land in Tax.