98.7%
Client retention rate
4.2h
Saved per return
99.9%
Platform uptime
50K+
Returns filed
Every feature was designed with IRS compliance, client trust, and preparer efficiency as the primary constraints.
256-bit AES encryption, SOC 2 Type II compliance, and IRS-mandated data protection protocols safeguard every document and return.
From W-2 intake to e-filing acceptance, manage every stage of the tax lifecycle in a single, unified workspace.
Built-in live timers, hourly rate management, and automatic invoice generation tied directly to client records.
A branded, secure portal where clients upload documents, sign engagement letters, track return status, and pay invoices.
Revenue dashboards, utilization reports, and client retention metrics that surface the insights that grow your practice.
Priority phone and chat support staffed by CPAs and enrolled agents who understand your workflow, not just your software.
TaxPro was built from the ground up around IRS requirements, not bolted on after the fact. Every workflow enforces the standards your license demands.
Compliance Dashboard
Real-time compliance status
"TaxPro cut our per-return time by 40%. The document vault and e-signature alone paid for the subscription in the first week."
Marcus T.
CPA, Solo Practice — Atlanta, GA
"I moved from a legacy desktop app to TaxPro last tax season. The client portal eliminated 90% of my back-and-forth emails."
Rachel A.
EA, 3-Person Firm — Chicago, IL
"The compliance features are exceptional. Circular 230 notices, engagement letters, due diligence records — all automated."
David K.
CPA, 12-Person Practice — New York, NY
No per-return fees. No hidden charges. Cancel anytime.
Solo
For independent preparers