Run tax season without the scramble. Intake, per-return checklists, status tracking, e-signatures, and capacity planning — on top of the FirmFlow Core your whole firm already uses.
The Tax module turns tax season into a pipeline you can see. Every return gets its own document checklist based on the client's situation, clients are chased for what is missing, and each return moves through clear stages — intake, documents complete, in preparation, in review, awaiting signature, e-filed — so nothing sits unnoticed in February.
Staff and clients both get deadline alerts, engagement letters and Form 8879 go out for e-signature automatically, and a capacity view shows how many returns each preparer can still take on before April.
Clients confirm their engagement, answer a short situational questionnaire, and land in the pipeline with the right checklist — no manual setup per return.
W-2s, 1099s, K-1s, 1098s, brokerage statements, and prior-year returns tracked by name and status for every return. Escalating reminders for whatever is still missing.
Every return tracked from intake to e-filed. Clients can check status any time instead of calling, and your team sees the whole season at a glance.
Engagement letters, Form 8879 e-file authorizations, and consent forms sent for e-signature automatically, with reminders until they are signed.
Federal and state due dates, extensions, and estimated payments trigger alerts to the preparer and, when it helps, to the client — on a cadence you control.
See returns booked against each preparer's capacity by week. Know when to stop taking new work, file extensions, or bring in seasonal help — before the bottleneck hits.
Core handles document chasing, deadline tracking, email triage, client onboarding, and billing & AR for the whole firm. The Tax module plugs into the same client records, portal, and email channel, so a document a client uploads for their return is the same document Core stops chasing, and a tax deadline shows up on the same firm-wide calendar.
The Tax module is included in the Core + Tax plan ($249/mo) and the Enterprise plan ($699/mo). 14-day free trial, no credit card required.
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