BUILT FOR CPA FIRMS
Run your firm. Deliver more. Stay in control.
Bring tax workflow, bookkeeping periods, client requests, review, and team communication into one operating layer.
- Scale capacity without rebuilding your process
- Protect the client relationship and firm ownership
- See every permitted return, set of books, and missing item
- Give firm operators and clients the correct scoped view
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
REAL WORKFLOWS, NOT A STOCK MOCKUP
From intake to CPA sign-off.
This sample board uses ProTax stages, work types, and review language. It contains no client data.
FIRM COMMAND CENTERSAMPLE DATA
From intake to sign-off2026 returns
THE CUSTOMER ENVIRONMENT
One clear CPA firm workspace.
The public page now focuses on the workspace a subscribing CPA firm actually receives. Internal employee dashboards are not customer subscription seats. Every preview uses synthetic sample data.
CPA FIRM WORKSPACE
Your firm sees its clients, work, and permitted settings.
Employee-level preparation and review dashboards remain internal operating tools rather than separate customer products.
- Firm-owned client portfolio
- Return and bookkeeping workflow
- Requests, review, and delivery status
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 OPERATING MODELS
Choose who does the work.
The underlying client record and review trail stay connected.
ProTax Services
We do the work. You own the relationship.Tax preparation and bookkeeping support delivered within an approved scope.
- Flexible preparation capacity
- Clear responsibility handoffs
- Separate scope before work begins
Private ERP
Your platform. Your data. Your firm.Run your team, clients, requests, books, and review workflow in one private workspace.
- Firm-controlled access
- Configurable workflows
- One operating record
Hybrid
Your firm leads. ProTax supports selected work.Keep work private by default and grant access only for approved engagements.
- Engagement-level choice
- Explicit access grants
- Shared status without confusion
What CPA firms get
A connected operating layer around the tax and bookkeeping tools your team already uses.
Organizer
Collect structured client information and source documents.
Client Portal
Give each client a clear place for requests and updates.
Books 360
Track recurring bookkeeping periods, exceptions, and review.
Tax Workflow
Move every return through a visible six-stage lifecycle.
Messaging & Meetings
Keep decisions and follow-ups attached to the work.
Review Hierarchy
Route preparation through senior and CPA review.
CPA-Controlled Handoff
Share only the approved engagement and its records.
Role-Based Access
Show each person only the workspace they need.
ROLE VISIBILITY
Who sees what.
Access follows responsibility, client, and engagement—not a one-size-fits-all dashboard.
CPA firm operator
Sees only the firm workspace, its clients, permitted work, and firm-controlled settings.
Firm client
Sees only their own organizer, requests, documents, messages, invoices, and approved deliverables.
ProTax delivery team
Internal preparation and review roles appear only for Services or Hybrid work within an approved scope.
ProTax operations
Internal oversight stays visible and audited; it is never sold as a subscriber seat or exposed to clients.