I need tax or bookkeeping help
Choose the service and period, answer only relevant questions, and receive client-only access after submission.
Start organizer—no passwordTAX · BOOKKEEPING · FIRM OPERATIONS
One platform. Three clear ways to get 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.
ONE CLIENT RECORDEvery handoff visible
Monday · 10:32 AM ESTGood morning, Firm owner
12Due today7Ready for review5Waiting
WORKSPACE PREVIEWRole-aware · synthetic data
START HERE
Choose the doorway that matches you.
New clients start without a password. Existing clients sign in. CPA firms compare all three ways to work before choosing a plan or service scope.
I need requests, progress or deliverables
Open the protected client portal for secure uploads, messages, open items, status and approved files.
Open client portalI need capacity, software, or both
Compare ProTax Services, a private My Firm ERP, and Hybrid fulfillment with the same responsibility questions.
COMPARE THE THREE WORK STYLES
Choose who does the work. Keep one system of record.
Every option answers the same questions: who prepares, who reviews and files, what ProTax can access, how billing works, and what happens next.
ProTax prepares
Add preparation capacity while your CPA firm keeps the client relationship.
- Client owner
- Your CPA firm
- Who prepares
- ProTax accountants within the approved scope
- Final review & e-file
- Your CPA reviews, finalizes, delivers and e-files
- ProTax data access
- Only the approved service relationship and assigned records
- Scope & billing
- Separate scope and quote before work begins
- Best fit
- Seasonal capacity, recurring books, cleanup or catch-up support
- 1Approve scope
- 2ProTax prepares
- 3CPA finalizes
My firm prepares
Run your own staff, clients and workflow inside a private ProTax ERP tenant.
- Client owner
- Your CPA firm
- Who prepares
- Your permitted owners and staff
- Final review & e-file
- Your CPA reviews, delivers and e-files
- ProTax data access
- Firm tenant only; no ordinary ProTax taxpayer-data access
- Scope & billing
- ERP subscription; your firm bills its own clients
- Best fit
- Firms that want software and complete operational control
- 1Choose a plan
- 2Invite your team
- 3Operate privately
Both, by engagement
Keep work private by default and send only selected engagements to ProTax.
- Client owner
- Your CPA firm
- Who prepares
- Your team or ProTax—chosen for each engagement
- Final review & e-file
- Your CPA reviews, delivers and e-files
- ProTax data access
- Selected records only after explicit, time-bound approval
- Scope & billing
- ERP plan plus separately approved fulfillment scope
- Best fit
- Firms whose capacity changes by season, client or work type
- 1Firm owns by default
- 2Approve selected work
- 3Revoke access
The operational layer
One workspace for every return and every set of 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.
1
STEP 1Organizer
2
STEP 2Documents
3
STEP 3Preparation
4
STEP 4Review
5
STEP 5CPA delivery
PUBLIC SYNTHETIC DEMO · NO LOGIN
Watch ProTax from both sides.
Choose the CPA workflow or client portal. These motion demos use sample data and never open the protected app.
STEP 1 OF 5
Choose the work style
Keep the engagement with your firm, use ProTax Services, or approve Hybrid for this work only.
SAMPLE ENGAGEMENTNorthstar Studio · 2026 review
In progress1Current stage4Steps remainingCPACurrent view
NEXT ACTIONOpen the organizer
Captions and chapter controls included
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.
Ready to make work visible?
Choose software, services, or a connected combination of both.