Tax Prep Work Board
Every return. One clear next action.
Why firms use it.
Every return, one next action
See each return by stage.
Board or list
View the work the way you prefer.
Filter fast
Find returns by status and owner.
Tune the workflow
Adjust workflow settings for your firm.
Questions
Yes.
More in Tax & IRS.
1099 Filing
Manage Information-Return Work in One Pipeline. Coordinate 1099 filing work, monitor status, and keep payer and recipient activity organized inside the firm workflow.
Learn more ›IRS Alerts
Turn IRS Signals Into Timely Follow-Up. Centralize supported IRS alerts so the firm can review, prioritize, and respond from a connected workspace.
Learn more ›IRS Monitoring
Keep Watch on IRS Activity That Matters. Use a dedicated monitoring workspace to follow supported IRS activity and bring emerging issues into the firm’s operating process.
Learn more ›See Tax Prep Work Board in your firm.
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