TAX · BOOKKEEPING · FIRM OPERATIONS

One platform. Two ways to get the work done.

Run the operation with your own firm, have ProTax prepare selected tax and bookkeeping work, or combine both without rebuilding the client journey.

Role-shaped workspaces Explicit access grants 30 days on eligible plans

The operating layer around Drake, ProConnect, UltraTax, QuickBooks and the tools your firm already uses.

CPA reviewing a tax workflow while collaborating with a remote accounting professional

ONE CLIENT RECORDEvery handoff visible

Operations workspace

Monday · 10:32 AM ESTGood morning, Firm owner

12Due today7Ready for review5Waiting

WORKSPACE PREVIEWRole-aware · synthetic data

PROTAX SERVICESPrepared for youTax and bookkeeping support

PROTAX ERPYour firm workspaceYour staff, clients and workflow

HYBRIDChoose per engagementMy Firm or approved fulfillment

ELIGIBLE ERP PLANS30 daysFree software trial

Service-partner responsibilityProTax prepares · CPA finalizes and e-files

CLIENT START DESK

New organizer or existing portal—no searching.

The organizer creates client-only access. It never creates a CPA owner or employee account.

Start organizer Open client portal

fiverr.

ORDERED THROUGH FIVERR?

Start your ProTax organizer after placing the order.

Payment, order messages, revisions and reviews remain on Fiverr. Use ProTax for structured questions, requested documents, progress and approved deliverables.

Start Fiverr organizer Open client portal

Choose your operating model

Your team, our team, or both.

Keep every client and workflow in one system while deciding who owns each engagement.

01ProTax Services

Add preparation capacity while your CPA retains the client relationship.

ProTax prepares approved tax, bookkeeping, cleanup or catch-up work. Your CPA performs final review, finalizes and e-files in the firm’s authorized tax software.

Responsibility boundaryProTax prepares · CPA finalizes and e-files

50, 100 or custom return capacity
Monthly, manual, catch-up and cleanup books
Approved scope before work or billing

ONE ENGAGEMENT · SYNTHETICSample firm · demo engagement

STEP 1Organizer

STEP 2Evidence

STEP 3ProTax preparation

STEP 4Optional internal review

STEP 5CPA final review

CURRENT ROUTEOur accountants do the work

ACCESSApproved service relationship

Responsibility visible

The operational layer

Everything around the return and the books.

Connect clients, work, evidence, review, collaboration and reporting without claiming to replace your preparation software.

Tax Operations

Move every return from intake to final CPA delivery with visible ownership and due dates.

Books 360

Monthly close, document requests, exceptions, reconciliation and review in one workspace.

Documents & Requests

Connect evidence to exact clients, periods, accounts and checklist items.

Organizers & Checklists

Dynamic intake and an evidence trail from Missing through Complete.

Review & Team Workflow

Owner, reviewer, preparer, CPA and client views with clear handoffs.

Client Portal

Secure intake, requests, progress, deliverables and invoices without email chains.

Tax Flow & Strategy

Map ownership and K-1 structures separately from planning scenarios.

Virtual Accountant · Beta

Evidence-aware assistance for finding records, drafting work and preparing human-reviewed next steps.

CONNECTED FROM INTAKE TO DELIVERY

One client record. Every handoff visible.

Organize work without moving clients between unrelated portals and trackers.

STEP 1Organizer

STEP 2Documents

STEP 3Preparation

STEP 4Review

STEP 5CPA delivery

CPA verifying evidence before a human-approved workflow handoff — Synthetic screens only · no taxpayer data · no source or internal logic

PRODUCT PROOF, RESPONSIBLY SHOWN

See what moves the work—without exposing what protects it.

The product film will demonstrate outcomes, responsibilities and safe handoffs. It will not reveal source code, database design, private prompts, security internals or real client records.

IntakeOrganizer and exact work type

EvidenceRequests, matches and verification

ReviewPreparer, reviewer and open items

DeliveryCPA-ready handoff and responsibility

PRACTICAL RESOURCES

See how the operating model works before you choose.

Short guides explain review controls, monthly bookkeeping handoffs and Hybrid access.

Tax workflow & review

Ownership from organizer through CPA delivery, with each handoff visible.

Monthly bookkeeping close

Requests, exceptions, reconciliation and review in one repeatable flow.

Hybrid access controls

What changes when a firm explicitly grants ProTax access to selected work.

VIRTUAL ACCOUNTANT · BETA

Ready to make work visible?

Choose software, services, or a connected combination of both.