Tax Notebook & Client Intake
Guided questionnaires, document checklists, and digital signatures that make tax season painless for clients and staff.
Everything You Need in One Powerful Platform
Most systems handle one slice—client portal, CRM or task tracking. CPA Toolkit combines them all: client experience, staff workflow, documents and e-file into a single, secure workspace.
Built-In CRM
Track leads, engagements, and communications. Centralize client profiles with timelines, notes, and relationship insights.
Work Scheduling
Assign work, visualize capacity, and auto-prioritize tasks against deadlines with dependency and SLA awareness.
Priority Optimization
Smart queues surface the next best action per staff member based on due dates, complexity, and client responsiveness.
Secure File Storage
Encrypted at rest and in transit. Granular permissions, expirations, and audit trails keep sensitive data protected.
E-file Authorization
Collect and manage authorizations digitally with automated reminders and real-time status tracking.
CPA Task Assignment
Assign work from the same client to different staff or outside affiliates while keeping everything in one place.
Client Discussion Hub
Discuss and query items with your clients directly from your dashboard instead of chasing email threads.