The portal
Inside the portal
Try the tour with test data, go through everything it includes and see how the assistant answers.
Interactive tour · test data
The same portal screens, with test data.
Tap the cards, open the Harbor Coffee & Bakery file and go through its tabs. Further down, screenshots of the real portal.
Control center
8 clients · 0 documents this month · 8 to review
To do by client
By clientBy kind- –
Missing statementsSchedule C
October and November statements are missing (Bank of America ··8821).
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Signatures pendingSchedule C
Package sent: engagement letter, §7216 and 8879 sheet.
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Organizers not answered1120
Organizer: the 2025 tax questionnaire.
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Documents requestedSchedule C
Requested: 4th quarter bank statements.
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Dates this week1120-S
California 401-A · 3rd quarter.
Next IRS date
Jan 15, 2027
4th quarter estimated tax (1040-ES)
First steps
3 of 6- Complete your business profile
- Upload your logo
- Answer the security plan (WISP)
- Turn on two-step verification
- Add your first client
- Send a client the §7216 consent
Screenshots of the real portal
Real screens from a test installation, with synthetic data.
Everything the portal includes
One portal for the whole season
What you do today with spreadsheets, a signature service, a document portal and loose emails comes out of the same client file here.
Bank analysis
Ten reports per client, ready for the return
Upload the bank and card PDFs, digital or scanned. Each statement is read, reconciled and sorted in about 15 seconds, and the portal builds the year's book.
- Summary
- Schedule C
- Profit & Loss
- By Period
- Monthly Cash Flow
- Money in & out
- Card sales
- Payees
- Transactions
- Advanced
- Every figure leads to its transactions: one click shows where it comes from.
- Worksheets for 1120-S, 1065, 1120, Schedule E and F, 4562, 8829 and SE.
- Excel (values only) and PDF in accounting format.
Entry sheet
For the tax software you already use
The figures in the order of the official form, with a Copy button and a "keyed in" mark. If a figure changes later, the portal tells you.
Cash
Cash sales with Enter
Ticket entry, period summary and comparison against the bank: what was not deposited is added to line 1.
Sales tax
The return worksheet
Business profile, tickets and the period worksheet with the official rate files. California 401-A and Texas today.
Documents for your clients
One link and they sign from the phone
Engagement letter, §7216, privacy notice, 8879 sheet, organizer, 4868 and 1040-ES estimates.
Automatic reminders
The portal asks for the documents for you
Your clients get by email what they are missing (statements, signatures, organizer) and the IRS dates, in their language, without you writing one by one.
Bulk emails
Notices to all your clients
A notice to everyone or to a group, and birthday greetings in your firm's name, with a one-click unsubscribe. Nothing goes out without your approval.
Tools
Five calculators
Individual tax, estimates, self-employment, entity comparison and target tax, federal and state, with a PDF.
Up-to-date figures
They update themselves
When the IRS or a state changes a rate, a limit or a table, the portal updates with its official source. You always work with the current figures.
Your firm
Control center and team
Pending items for all your clients, agenda, staff with role permissions, larger text and (i) help on every screen.
Blog
Articles in Spanish and English
What changes in taxes, explained for your clients. You can share them with them.
Assistant · in the portal and on Telegram
Ask in plain words and get the answer with the official source.
The artificial intelligence assistant answers with the official source and tells you what still needs confirming. It does not see your clients' figures.
Tap a question to try the assistant:
Guidance for the preparer, not advice. The decisions are yours.
How much of business meals goes on Schedule C?
Generally 50% of the cost, on line 24b. There are exceptions, for example meals provided to the public.
Source: IRS Pub. 463 · Schedule C instructions, line 24b