ProTax Services
We do the work. You own the relationship.Tax preparation and bookkeeping support delivered within an approved scope.
- Flexible preparation capacity
- Clear responsibility handoffs
- Separate scope before work begins
TAX · BOOKKEEPING · CPA OPERATIONS
One platform for tax, bookkeeping, and CPA collaboration.
Run your firm with ProTax Services, your Private ERP, or Hybrid Fulfillment—while clients use one secure portal for organizers, documents, requests, and progress.
Secure intake Built for firms and clients Clear handoffs
PRODUCT PREVIEW · CPA FIRM WORKSPACE + CLIENT DELIVERYSYNTHETIC SAMPLE DATA
ProTaxCPACPA FIRM WORKSPACE + CLIENT DELIVERY
Delivery clearCPA Firm Command Center
ProTax ServicesFulfillmentPrivate ERPFirm controlledHybridApproved scope
One client portalRole-shaped deliveryToday’s firm prioritiesCPA owner view
1040 review completed Done
Books reconciliation Ready
Client uploads pending 3
Team activityLive pulse
SR Senior review completed 10:42
JR Workpapers updated 9:31
CL Client uploaded records 8:23
Delivery trendLast 6 weeks
CLIENT PORTAL · SAMPLE
Good morning, Alex
2026 Tax Return75%
- Action Center 1 open
- Documents 1 needed
- Messages 1 new
- Final files Pending
THREE WAYS TO WORK
Solutions built for every firm model.
Choose who prepares the work, who controls access, and how each engagement moves.
Private ERP
Your platform. Your data. Your firm.Run your team, clients, requests, books, and review workflow in one private workspace.
- Firm-controlled access
- Configurable workflows
- One operating record
Hybrid Fulfillment
Your firm leads. ProTax supports selected work.Keep work private by default and grant access only for approved engagements.
- Engagement-level choice
- Explicit access grants
- Shared status without confusion
GET STARTED
Choose the doorway that matches you.
Start with the role and result you need today.
I need tax or bookkeeping help
Use the guided organizer to choose services and share the right information.
Start organizerI need requests, progress, or deliverables
Open your secure client portal for uploads, messages, status, and approved files.
Open client portalI already ordered through Fiverr
Connect the marketplace order to the secure ProTax organizer and client portal.
I need capacity, software, or both
Compare ProTax Services, Private ERP, and Hybrid Fulfillment.
BUILT FOR MODERN CPA OPERATIONS
Everything your firm needs in one platform.
Organizer
Collect structured client information and source documents.
Client Portal
Give each client a clear place for requests and updates.
Books 360
Track recurring bookkeeping periods, exceptions, and review.
Tax Workflow
Move every return through a visible six-stage lifecycle.
Messaging & Meetings
Keep decisions and follow-ups attached to the work.
Review Hierarchy
Route preparation through senior and CPA review.
CPA-Controlled Handoff
Share only the approved engagement and its records.
Role-Based Access
Show each person only the workspace they need.
DESIGNED FOR CONFIDENCE
Security, clarity, and accountability at every handoff.
Permissioned access
Firm, client, and ProTax views are separated by role and approved scope.
Visible evidence trail
Requests, documents, notes, and review status stay attached to the work.
Private by default
Hybrid access begins only when a firm explicitly approves an engagement.