ProTax Services
We do the work. You own the relationship.- Flexible preparation capacity
- Clear responsibility handoffs
- Separate scope before work begins
ACCESS & GUIDED DEMOS
Request access or see ProTax in action.
Choose ERP onboarding or the product experience that fits your goals, then send a preferred date and time for confirmation.
Tailored to your workflow Real product preview No sensitive information
Choose a model or demo
Select the option that best matches your goals. Choices from the pricing page are retained here.
What you’ll see in this demo
CPA DashboardFirm tax returnsClient booksCPA review & deliveryRequests & missing items
SELECTED PRODUCT ENVIRONMENT
CPA Firm Platform Demo
The preview changes with your selection and uses synthetic information only.
PRODUCT PREVIEW · CPA FIRM WORKSPACESYNTHETIC SAMPLE DATA
ProTaxCPACPA FIRM WORKSPACE
8 need attentionCPA Dashboard
128Firm clients
46Active returns
8Need attention
$8.4kOutstanding
Return workflowCPA owner view
IntakeOakwood Medical PLLCForm 1040In progress
PreparingAnderson Holdings LLCForm 1120-SIn progress
Senior reviewBeacon Retail Group Inc.Form 1120In review
CPA reviewHarborview Properties LLCForm 1065In review
Requests & missing items7 open
Waiting on client info 4
New client replies 3
Books 3608 active
Reconciled this month 5
Ready for review 3
Three ways to work with ProTax
Private ERP
Your platform. Your data. Your firm.- Firm-controlled access
- Configurable workflows
- One operating record
Hybrid
Your firm leads. ProTax supports selected work.- Engagement-level choice
- Explicit access grants
- Shared status without confusion
FAQ
Frequently asked questions
How long is the demo?
We tailor the session to the workflow you want to review. The team will confirm the expected length with your invitation.
Should I prepare anything?
Bring your questions and a high-level description of your current process. Do not send client documents or sensitive data.
Can I invite my team?
Yes. Mention the roles you want included and ProTax will confirm the best session format.
Is the time guaranteed?
No. The form requests your preferred time. ProTax confirms the final appointment separately.