5k+
Returns processed
10+
Happy firms
24 min
Avg. time saved per return
4.8/5.0
Customer review score
Setup Process?
Initial setup is quick and user-friendly. One of our team can assist you with live support for more complex firm workflows
Do you sell my data?
We do not sell firm or client data - please refer to our privacy policy and security plan below
User Support?
Live customer support is available during North American business hours via email, chat, and phone.
Customization Options?
While some preferences are customizable in settings, we are happy to make more bespoke changes for clients with high volume. Talk to sales to learn more
Refund Policy?
Full refunds provided within 30 days if not satisfied.
Do you offer organizers?
We pride ourselves on working well for all common organizer programs such as Karbon, TaxDome, TaxCaddy, and more. But we do not offer an organizer of our own