Grow more efficiently with The Tax Checklist
The Tax Checklist will help you expedite & simplify your tax returns by improving how your firm gathers client documents.
What is The Tax Checklist?
The Tax Checklist was built by Tax Professionals, for Tax Professionals. CPA's can spend hours chasing down missing client information and documents in order to finalize a tax return. This can be time spent on unnecessary emails and calls to your client to ensure you are all on the same page and a proper return, without mistakes, can be finalized.
Why Firms Choose Us
Streamline your tax firm's return process with web-based management software that's built to make the day to day stresses of tax season processes easy.
Product
The Tax Checklist is designed to be intuitive for you and your clients, so you can focus your time on processing returns, not chasing information
Onboarding
From registration, onboarding, and training, we make the process painless. From large to small firms, our clients average less than two weeks for complete onboarding.
Support
The Tax Checklist is already easy to use. But we know our product is only as successful as the team behind it and are always here for you!
Ongoing Collaboration
We continue listen to feedback you provide to implement and further improve the Tax Checklist. We are happy to share resources and processes that will further benefit your firm and experience with The Tax Checklist.
Do your job better with The Tax Checklist
Through customization with your tax preparation business’s branding, customized emails are sent to clients. This helps to enhance brand visibility and trust, while helping to retain previous clientele and incentivize the use of your firm's preferred method of secure document collection.