Built for Tax Teams. Powered by SIMBA.
Your intelligent tax companion to simplify and streamline every step of the tax process.
Your intelligent tax companion to simplify and streamline every step of the tax process!
Boutique CPA Firms
Looking to expand expat offerings without hiring, while maintaining control over review and delivery quality.
Mid-Size Tax Firms
Needing seasonal bandwidth and standardized delivery across multiple preparers, clients, and jurisdictions.
Global Mobility Specialists
Handling international assignees and dual-status clients with structured workflows and compliance-focused execution.
Meet SIMBA: Your Tax Workflow System
Designed for CPA firms to manage cross-border tax prep with clarity, speed, and control.
CPA Workflow
- Assign preparer, reviewer, and CPA roles with role-based access.
- Automate engagement letters, organizers, and return release.
- Track return status across all clients in real time.
- Centralize documents, task ownership, and deadlines.
Team Dashboard
- Monitor total returns, calls, and tasks at a glance
- View return progress by status (prepared, in review, e-filed)
- Track submissions and workloads per team member
- Access real-time case updates within SIMBA
Service Selection
- Choose return type and pricing for each client
- Set services based on income type or filing need
- Finalize scope through a signed engagement letter
- Support for W-2 withholding and estimated payments
Case Ownership
- Gain access once taxpayer submission is complete
- Review documents and organizer responses
- Control all next steps for return preparation
- Update status and communicate through SIMBA
Document Upload
- Upload income, expense, and travel records securely
- Organize files under each case for easy access
- Maintain a clean audit trail with version control
- Enable clients to contribute documents as needed
Return Review
- Gain access once taxpayer submission is complete
- Review documents and organizer responses
- Control all next steps for return preparation
- Update status and communicate through SIMBA
Let’s Get Your Return Started!
You’ll be guided through every step from onboarding to final filing with expert support always available.
