Missed and mis-dated deadlines
Due dates are derived from rules — frequency, state, fiscal year-end, weekends and holidays — instead of typed into a spreadsheet by hand.
For CPA & tax firms
Practice management built around the filing calendar.
TaxOnPad is practice-management software for CPA and tax firms that manage recurring compliance for many business clients. It generates each client's filing periods and due dates from their services and states, then gives your team one board to work from.
What problems does TaxOnPad solve for a tax practice?
No single view of the workload
The Work Status board shows every client, filing and period with its status, so nobody has to ask "what's outstanding?".
Constant status questions
Clients follow progress in their own portal and message your team in-app, so answers live next to the work.
Credentials in email and notes
Client portal logins go into an encrypted vault that needs your PIN and re-locks on a timer.
Working with outsourcing partners
Share selected clients with another firm using a share code and per-item permissions, and revoke access when the engagement ends.
Billing in a separate tool
Send branded invoices, record payments and handle multiple bank accounts and exchange rates without leaving the system.
Which filings and clients does it cover?
Enrol a client in the services they need and TaxOnPad creates the periods for the states or tax years involved.
- Sales tax by state, including monthly, bi-monthly and annual filers
- Income tax returns and estimated tax installments
- Payroll compliance and payroll state registrations
- State registrations and annual compliance per state
- Extensions tracked without losing the original due date
- Company formation through a wizard that adds the client and generates their deadlines
Who is it for?
TaxOnPad suits firms and independent practitioners that look after several business clients across one or more states, including firms with more than one office and firms that outsource part of the preparation work. Roles for admins, preparers, viewers and clients decide who can see and change what.
See the full feature list, read how it works, or review our approach to security.
See TaxOnPad with your own client mix in mind.
Tell us about your firm and we'll arrange a walkthrough.