Automatic deadline engine
Add a client and enrol them in services. TaxOnPad generates every filing period and due date — federal, state and payroll — and recalculates when anything changes.
Features
CPA practice-management features for staying on time.
From the moment a client is added to the moment their filing is closed, TaxOnPad keeps the work visible.
Work Status board
One board for every client and period. Prioritised statuses, overdue flags, custom status types and a full history of who changed what.
Federal, state & payroll
Sales tax by state and frequency, income tax returns, estimated tax, payroll compliance and state registrations in a single calendar.
Client registry
Companies, officers, owners, employees and EINs in one place. Import your existing list from Excel instead of retyping it.
Encrypted client vault
Store client portal logins encrypted behind a PIN. The vault locks itself after a timer, so credentials are never left open.
Client portal
Give each client their own login to see filing status at a glance — fewer “where are we?” emails and calls.
Built-in chat
Message clients and teammates inside the same system where the work happens, with the conversation tied to the client.
Invoicing
Branded invoices, multiple bank accounts, exchange rates and payment recording — billing without a second tool.
Team attendance & salary slips
Clock in and out, set salary profiles and generate salary slips for your own staff.
Multi-office & partner sharing
Work across several offices, and share selected clients with outsourcing partners using share codes and per-item permissions.
Roles & permissions
Admin, preparer, viewer and client roles decide who sees which pages and data. Each firm's data is isolated from every other firm's.
Audit log
Every important change is recorded per client and per filing, so you can always answer “who did this, and when?”
What tax and compliance work does TaxOnPad track?
Each service generates its own periods and due dates per client, and per state where that applies.
| Service | Scope | Handled automatically |
|---|---|---|
| Sales tax | Per state | Monthly, bi-monthly and annual schedules, state-specific due dates |
| Income tax returns | Federal, by tax year | Due dates from company type and fiscal year-end |
| Estimated tax | Federal, by tax year | Installment periods and their due dates |
| Payroll compliance | Federal and state | Periodic payroll filing periods |
| Payroll & state registrations | Per state | Registration requirements and follow-ups |
| Extensions | Any period | Extended due date recorded alongside the original |
Not sure it fits your client mix? Ask us or read about how CPA firms use TaxOnPad.
Deadlines
A deadline engine that does the calendar work
- Generates filing periods per client, per service and per state
- Handles monthly, bi-monthly, quarterly, annual and installment schedules
- Anniversary-month and fiscal-year-end based due dates
- Weekend and holiday adjustment of due dates
- Extensions recorded without losing the original date
- Recalculates automatically when a client's services change
Clients
Your whole book of business, organised
- Companies, officers, owners and employees in one registry
- EIN, company type and state registrations
- Bulk import from Excel
- Company formation wizard that adds the client and generates deadlines
- Per-client change history
Team & money
Run the firm, not just the filings
- Branded invoices with multiple bank accounts and exchange rates
- Payment recording per invoice
- Staff attendance clock and salary profiles
- Salary slip generation
- Chat with clients and teammates
See it with your own clients in mind.
Book a walkthrough and we'll show how TaxOnPad fits your firm.