TaxProsTax preparation workflow for accountants, bookkeepers, and tax practices.

Manage client returns from organizer to filing: request documents, prepare returns, resolve diagnostics, route work through review, and track e-file status by tax year.

Use this workspace when you prepare tax returns for clients or need a team review process.

Individuals TaxPros Organisations

Coming soon

TaxPros is on the WorkpaperOS roadmap. Sign-up opens when it launches.

What you get

Designed for the work you need to finish.

Client organizers

Collect intake answers and source documents from clients before preparation starts.

Preparation workflow

Keep forms, diagnostics, notes, source documents, and return status tied to the right client and tax year.

Review queues

Route returns through preparation, review, exception resolution, sign-off, and delivery with visibility for each role.

E-file tracking

Track submissions, acknowledgements, and rejections so the team knows what has been filed and what still needs action.

Multi-year records

Roll forward prior-year data and preserve prior-year workspaces for amendments, late filers, and planning.

Practice visibility

See what is waiting on the client, the preparer, the reviewer, or filing acceptance before deadlines pile up.

FAQ

Common questions.

Who is TaxPros for?: Tax professionals, accountants, bookkeepers, and firms that prepare and review tax returns for clients.
Can I add reviewers?: Yes. TaxPros supports review queues, notes, sign-offs, and role-based workflow visibility.
Does it track e-file status?: Yes. Submission, acknowledgement, and rejection tracking are part of the tax workflow for supported filings.