From bank feed to tax return. One platform.

Modern accounting and tax software for CPA firms. Books that stay clean. Returns that stay current. AI that does the data entry.

Books on autopilot

Plaid bank feeds and QuickBooks sync. AI categorization, reconciliation, and monthly close.

Drag-and-drop tax intake

Drop W-2s, 1099s, and K-1s. AI extracts every field. No typing.

Returns that compute live

Federal 1040, business, trust, and payroll returns. IRS-current rules. Tax liability updates as you enter data.