One Platform to Run Your Entire Tax Practice
From a client's first call to a filed return and a paid invoice — Taxflow replaces spreadsheets and disconnected tools with a single, secure workspace for your whole firm.
See Taxflow in action
A guided tour of Taxflow — from intake to filed and paid.
The Problem We Solve
Manual Busywork Is Slowing Your Firm Down
Most tax firms run on spreadsheets, email, and a stack of disconnected tools. Staff lose hours copying client details between systems, chasing missing documents, assigning returns by hand, re-keying figures onto invoices, and watching for IRS notices before deadlines slip. It's slow, error-prone, and impossible to scale without adding headcount.
How It Works
Intake & Assign
New clients and leads enter one pipeline and route themselves to the right preparer automatically, balanced by capacity — no manual triage.
Prepare & Review
Preparers work each return with documents and status in one view. A built-in four-eyes review step catches mistakes before anything is filed.
File Federal, State & City
Ready returns are queued for filing across jurisdictions. If the IRS rejects one, the exact error is flagged so it's fixed and re-filed fast.
Bill & Get Paid
Send a payment link, track receivables, and collect — all in the same system, with no re-keying.
Features
End-to-End Return Pipeline
Every return lives on a single board, from intake to filed. Nothing gets lost, and everyone knows exactly what's next.
Automation That Cuts Manual Work
Work assigns itself by capacity, status updates itself, and figures flow into invoices — so your team spends time on returns, not data entry.
Built-in Four-Eyes Review
No return gets filed without a second set of eyes. A required manager sign-off catches errors before the IRS does.
IRS & State Notice Tracking
Every notice is classified, assigned, and tracked to its deadline, so nothing ever slips through the cracks.
Integrated Billing & Payments
Generate invoices, send payment links, and track accounts receivable in the same platform your team already works in.
Secure & Compliant by Default
Two-factor authentication, Google and magic-link sign-in, invite-only role-based access, encrypted data with masked SSNs, and IRS §7216 consent tracked on file.
Who It's For
Independent Tax Preparers
Manage every client, return, and invoice in one place instead of juggling spreadsheets and folders.
Growing Tax Firms
Route work across preparers automatically, balance capacity, and keep partners' eyes on every filing.
Multi-State Practices
File federal, state, and city returns from one queue and resolve IRS rejections without losing track.
High-Volume Seasons
Move hundreds of returns through intake, prep, review, and filing without anything slipping through the cracks.
Client-Facing Firms
Give clients a secure portal for documents, e-sign, status, and invoices — while your team works behind the scenes.
Frequently Asked Questions
See Taxflow Run Your Practice
Book a demo and see how Taxflow replaces manual busywork with one secure platform for your entire tax firm.