№ 01 · Pipeline
Pipeline-driven firm.
Every firm client moves through a kanban — prospect to won. Engagements and taxpayers only unlock after the deal closes. No half-served clients sitting in limbo.
95 prospects · $4.2M↗
The platform · per seat
Run your practice on it.
Every tool a tax firm needs to move a prospect from a cold list to a filed, audit-ready return — on one ledger, billed per seat. No per-return fees, ever.
§ The platform
Eleven instruments. One ledger.
Every tool a tax firm needs to move a prospect from a cold list to a filed, audit-ready return. Pipeline kanban, AI extraction, role-based portals, evergreen document vault, immutable audit log — no stitched stack of point tools.
№ 02 · AI Extract
W-2s, 1099s, last year’s 1040 — parsed in six seconds.
Upload the PDF. We read page one — filing status, income, deductions, schedules — and pre-fill this year automatically. The fastest part of season is finally not the data entry.
~6s · page 1↗
№ 03 · Roles
Seven roles. One database.
Owners see the firm. Reviewers see assignments. Taxpayers see only their own tax returns. Built for the firm that takes data isolation seriously.
7 roles · 1 DB↗
№ 04 · Vault
Document vault.
Direct-to-S3 with SSE-KMS and customer-managed keys. Evergreen taxpayer docs persist across years; year-specific docs attach to each TaxCase.
SSE-KMS · CMK↗
№ 05 · Visibility
Real-time visibility.
Open cases, overdue work, unassigned filings, fees at risk — surfaced on the dashboard. Pipeline totals roll up into a weighted forecast you can defend.
Forecast-grade↗
№ 06 · Audit
Audit-ready by default.
Every case assignment, every transfer, every stage move is logged with actor and timestamp. No more “who did this when” archaeology in season.
Immutable log↗
№ 07 · Organizer
Living organizer.
A 22-section organizer covering wages, K-1s, FBAR, foreign income with FX conversion, OBBBA 2025/2026 deductions. Autosaves every keystroke and pre-fills from last year’s extract.
22 sections↗
№ 08 · E-sign
E-signatures.
Engagement letters and Form 8879 signed in-portal under the federal E-SIGN Act. Spouse co-signing for MFJ tax returns. Date, name, and IP captured on every signature.
E-SIGN · 8879↗
№ 09 · Locales
Built for global taxpayers.
The taxpayer portal speaks English, Spanish, and Japanese end-to-end — every organizer label, every email, every confirmation. Their language preference rides with them across devices.
EN · ES · JA↗
№ 10 · Mobile
Mobile app for taxpayers.
Upload documents, complete the organizer, and sign Form 8879 from a phone — same case data, same backend, wherever your client is.
iOS · Android↗
№ 11 · Proposals
Proposals, signed in a click.
Quotes built from your firm’s rate card, sent as a PDF, and e-signed through the same E-SIGN flow as Form 8879 — no separate proposal tool.
Fee matrix · E-SIGN↗
Pipeline
95 prospects · $4.2M weighted
Prospect3
Meridian CPA
$42k · referral
Hale & Co
$18k · web
Engaged2
Okafor Group
$31k · signed
T. Watanabe
$9k · signed
In prep4
Intel — 14 EEs
preparer: A.R.
S. Roy
FBAR · 4 accts
Review2
D. Alvarez
reviewer: M.K.
Filed9
Q1 batch
8879 · e-filed
§ Spotlight · pipeline
A pipeline, not a job list.
Every firm client rides a kanban from cold prospect to filed return. Weighted value and expected close date roll up into a forecast you can defend — and engagements only unlock once the deal closes, so nobody sits half-served.
- Source attribution & weighted forecast
- Fees-at-risk surfaced on the board
- No engagement opened before the deal closes
AI prior-year extract
page 1 · complete
PDF
Form_1040_2024.pdfPage 1 of 2 · 184 KB
6.0s
Filing status
MFJ · spouse abroad
Foreign income
¥28,400,000 · Tokyo
Form 2555 · FEIE
$126,500 excluded
Form 1116 · FTC
$24,180 credit
Schedule B
$2,148 · 3 banks
FBAR required
Yes · 4 accounts
§ Spotlight · AI extract
W-2s, 1099s, last year’s 1040 — parsed in six seconds.
Drop in the prior-year PDF. TaxSQR reads page one — filing status, foreign income, FEIE, FTC, FBAR flags — and pre-fills this year automatically. The slowest part of season stops being data entry.
- Filing status, income & schedules detected
- FEIE / FTC / FBAR carried into the organizer
- Every field traceable to its source page
Firm dashboard
season to date
Open cases
128
In review
31
Fees at risk
−12.1%
Filed
412
Case
Stage
Fee
Intel — Okafor
In prep
$2,400
S. Roy 2024
Review
$599
D. Alvarez
Docs out
$899
Hale & Co
Engaged
$1,150
§ Spotlight · dashboard
The whole firm, on one ledger.
Open cases, work in review, fees at risk, tax returns filed — the dashboard is the single place a partner sees the season. Every row is one click from the case, and every action is on the immutable audit log.
- Live KPIs across the firm
- Drill from metric to case to audit trail
- Role-scoped: each seat sees only its work
§ Consolidation
One subscription. Eight tools retired.
Most firms stitch together a document vault, an e-sign service, a CRM, a workflow board, a client portal, a scheduler, a file-transfer tool, and a click-to-call line. TaxSQR replaces all of them on one ledger — at a fraction of the combined annual spend.
From $468 / seat / year on The Practice — and you retire every line item to the right.
№ 01
Document vault
Replaces a standalone document vault or self-hosted SFTP — all SSE-KMS by default.
≈ $480 / yr
№ 02
E-signature
Replaces a separate e-signature service — E-SIGN-compliant 8879 and engagement letters in-portal.
≈ $300 / yr
№ 03
Client portal
Replaces a bolt-on client portal — taxpayer dashboards, document requests, secure messaging.
≈ $720 / yr
№ 04
Practice management
Replaces a separate practice-management suite — pipeline kanban, assignments, due-date tracking, role permissions.
≈ $1,068 / yr
№ 05
Document requester
Replaces a document-collection tool — autosaving 22-section organizer with reminders.
≈ $360 / yr
№ 06
CRM
Replaces an entry-level CRM — prospects, weighted forecast, lead source attribution.
≈ $540 / yr
№ 07
Click-to-call
Replaces a click-to-call phone seat — embedded directly on the firm dashboard.
≈ $144 / yr
№ 08
Scheduler
Replaces a standalone scheduler — booking links for discovery, kickoffs, and signoffs.
≈ $192 / yr
§ Compliance
Built for the compliance-aware CPA.
Multi-tenant isolation at the database level. Document storage on AWS S3 with SSE-KMS and customer-managed keys. Cross-subdomain session security, TOTP-based MFA, and an audit log on every consequential action.
№ 01
Multi-tenant isolation
Org-scoped on every endpoint — one firm can never see another’s data.
Enforced
№ 02
SSE-KMS, customer-managed
You control the key; we never see plaintext. Bring your own CMK on AWS.
CMK · BYOK
№ 03
TOTP multi-factor
Per-user, recoverable, with admin reset for the lost-phone case.
Required
№ 04
Audit trail · everywhere
Case assignments, transfers, stage moves, document access — all timestamped.
Immutable
№ 05
Cross-subdomain session
Firm and taxpayer portals share one session model — no auth-state drift.
Hardened
§ Rates
Per‑seat platform.
For the solo preparer
The Desk.
$59/ preparer / mo$79Billed annually · charter pricing
- ✓1 preparer · 1 reviewer
- ✓Up to 200 taxpayers on file
- ✓Full pipeline kanban
- ✓AI prior-year extract · 50 / mo
- ✓Taxpayer portal, mobile app & document vault
- ✓TOTP MFA · audit log
- —Customer-managed KMS keys
- —SAML / SSO
Recommended
For the working firm
The Practice.
$39/ seat / mo$595–25 seats · billed annually
- ✓Everything in The Desk
- ✓5 to 25 seats · all seven roles
- ✓Unlimited taxpayers on file
- ✓Unlimited AI extracts · ~6s each
- ✓Weighted forecast & firm dashboard
- ✓SSE-KMS · customer-managed keys
- ✓Priority support · 4-hour response
- —SAML / SSO & SCIM
For the established firm
The Firm.
Bespoke25 + seatsVolume pricing · custom terms
- ✓Everything in The Practice
- ✓25 + seats · multi-office
- ✓SAML / SSO & SCIM provisioning
- ✓Branded portal at clientportal.yourfirm.com
- ✓Customer-managed CMK on your AWS
- ✓Dedicated environment
- ✓SOC 2 evidence pack & DPA
- ✓White-glove migration from your current stack