Solutions for Small Firms
Team efficiency, client screening at scale, and staying current. When you have 2-20 professionals, consistency and efficiency matter.
Recommended for your firm
Keep the whole team informed, screen prospects before intake, and standardize calculations and early tax-planning estimates.
Tax Brief
Never miss a deadline or regulatory change again.
Learn moreScreen My Clients
Stop wasting 8+ hours/week on bad-fit clients.
Learn moreSchedule 1A Calculator
Calculate OBBBA deductions in minutes, not hours.
Learn more2026 Tax Planner
Estimate federal tax before tax time.
Learn moreS-Corp Payroll Tax Calculator
Model the payroll-tax difference — not a broad savings claim.
Learn moreWhy small firms choose us
- • Tax Brief: One digest for the whole team — everyone stays current
- • Screen My Clients: Firm-branded screening, shared inbox, bulk invites
- • Schedule 1A Calculator: Consistent calculations across preparers, full audit trail
- • 2026 Tax Planner: A consistent W-2 + Schedule C planning conversation