The tax transaction
operating system.
Intake, offers, signatures, funding, issuance and conversion — one canonical deal record from lead to filing package, wrapped around a full suite of tax mitigation tools your whole team can use.
- 18 lifecycle stages
- 6 role scopes
- 100% audit coverage
A suite of tax mitigation tools, in every account
Every workspace gets the same operating stack on day one. No add-on modules, no per-strategy licensing.
Every mitigation strategy we operate, with eligibility rules, authorities, needs lists and document templates kept current in one place.
Model the benefit before you pitch. Strategy-specific calculators produce defensible numbers your client can read.
A checklist that builds itself from the selected strategy, with versioned uploads, validations and approval trails.
Import, route and track referral partners and inbound leads, then convert them into deals without rekeying anything.
Collect engagement fees and recurring monitoring retainers, with invoices, receipts, dunning alerts and a billing portal.
Role-scoped access, immutable stage events and an audit trail on every transition, document and billing action.
One record, start to finish
A deal moves through controlled stages. Each transition checks the work is actually done, creates the next set of tasks and writes an immutable event.
- 01Lead
- 02Qualified
- 03Offer
- 04Signature
- 05Funding
- 06Issuance
- 07Filing package
Create a workspace, invite representatives and grant staff roles. Everything is tenant-scoped from the first click.
Anchor the deal to a solution from the catalog. Its needs list, validations and templates seed the data room automatically.
Advance stages with gating, collect payment, monitor renewals and hand off a complete, audited filing package.
Ready to run your tax practice on one system?
Create your workspace in a couple of minutes.