Tired of bandaging systems that weren't built for taxes?
Stop forcing generic CRMs, spreadsheets, document tools, payroll trackers, and disconnected software to do a tax system's job. TaxHQ is being built around how tax businesses actually operate.
One tax business shouldn't require a pile of disconnected tools.
Every extra system creates another place for information to live, another login to manage, another workflow to teach, and another opportunity for something to fall through the cracks.
Built around the work your tax office is already doing.
TaxHQ brings core operational workflows into one environment designed for EROs, preparers, service bureaus, and larger tax organizations.
Client Management
Keep client activity, workflow status, documents, follow-up, and operational information more organized.
Document Chaser
Turn missing-document follow-up into a structured workflow instead of repeatedly texting and calling clients.
Payroll Automation
Store preparer splits and calculate preparer payouts and office retained shares from imported payroll information.
Team Oversight
Give owners and leaders a clearer view of office activity, team performance, workflows, and operational gaps.
PreparerIQ
Combine structured preparer training with owner visibility into strengths, repeated misses, and coaching opportunities.
AI Workforce
Bring AI-assisted operations, research, writing, and business support into the environment where the work is happening.
Stop spending tax season asking, “Did you send that document yet?”
Missing documents create one of the most repetitive workflows in a tax office. TaxHQ is designed to help organize requests, reminders, uploads, and status updates in one process.
The business behind the returns needs systems too.
Preparer splits built into the workflow.
TaxHQ is designed to calculate preparer payouts and office shares without relying on manually rebuilt payroll spreadsheets.
Make bank-product data easier to review.
Bring imported bank-product information into a structured reconciliation workflow and route questionable matches to review.
PreparerIQ gives training a feedback loop.
Practice should tell owners something useful. PreparerIQ gives preparers structured scenarios while giving leadership meaningful performance visibility.
AI shouldn't live in another disconnected window.
TaxHQ's AI workforce is designed to support the operation from within the environment where owners and teams are already working.
Different operations need different levels of TaxHQ.
TaxHQ is structured around the size and complexity of your tax operation—not one generic plan for everyone.
Office
Scale
Service Bureau
Enterprise
Let's look at your operation together.
Growing EROs, service bureaus, and Enterprise organizations can book a TaxHQ demo to see how the platform may fit their structure.
Stop patching together the business behind the tax returns.
TaxHQ is being built around the operational work tax businesses already do every day—so your systems can finally work together.