By firm size
A small office with real approvals.
Preparers review, the owner approves for the office, clients authorize. A shared calendar with review windows and one pipeline for the team.
Approvals
The owner signs off on every return.
Preparer approval, then office approval, then the client. Change requests void earlier approvals.
Team
Who has what, and what's due.
Assign cases, see workload per preparer, and keep review time protected on the calendar.
What's included
Everything in the box.
- Professional plan with three seats
- Office approvals
- Shared calendar
- Pipeline with workload
- Per-office services
- Outbox with consent checks
Keep exploring
Related
Keep exploring
Give a small team big-office discipline.
A short walkthrough with your office's questions in mind.
