Frequently asked questions.
The questions firms ask before they license the platform or hand us a return. Still stuck? Talk to us.
Is TaxSQR for firms or for individual taxpayers?
For CPA and EA firms. TaxSQR is a practice-management platform and an enrolled-agent service desk for tax practices — not a direct-to-consumer filing service.
What’s the difference between the platform and the services?
The platform is what your firm runs day to day (pipeline, AI extract, portals, audit log), licensed per seat. The services are tax returns prepared by our IRS-licensed enrolled agents — you hand us the work. You can use either, or both.
How much does it cost?
The platform is per seat, from $39/seat/month billed annually, with no per-return fees. Services are per return — Essential $299, Expat $599, Premier $999 — plus bookkeeping from $350/month. See the pricing page for details.
Is our clients’ data secure?
Documents are stored on AWS S3 with SSE-KMS encryption (customer-managed keys available), protected by TOTP multi-factor auth and multi-tenant isolation, with an immutable audit log on every action. See the security page.
Can we migrate from another tool?
Yes. We help you bring your client list, documents, and prior-year data across, and enterprise plans include white-glove migration. Your data stays yours throughout.
What are white-label, overflow, and co-source?
Three ways to use The Desk: white-label (we prepare under your brand and EFIN), overflow (per-return, no commitment), or co-source (a named desk for a whole category, like all your expat tax returns). Read the engagement-models guide in Resources.
Who signs the tax returns the desk prepares?
IRS-licensed enrolled agents, who hold unlimited representation rights. The engagement and the client relationship stay under your firm.
Which forms do you handle?
Form 1040 with FEIE (2555), foreign tax credits (1116), FBAR (FinCEN 114), FATCA (8938), PFIC (8621), plus 1120-S and 1065, multi-state filings, and streamlined filing procedures.
Is there a free trial?
Yes — the platform includes a 14-day trial. For services, book an intake call and we’ll quote your first return.
How do we get started?
Book a 30-minute walkthrough and we’ll open the demo firm, run an AI extract on a redacted 1040, and map TaxSQR to your practice.