How TaxOnPad tracks every tax deadline.
Most tools track due dates. TaxOnPad tracks periods — each filing window for each client — and derives the due date from the rules, so it is always right.
1 · Add the client
Create the company, or import your client list from Excel. Record its type, EIN, owners and the states it operates in.
2 · Enrol in services
Choose services — sales tax, income tax, estimated tax, payroll — and the states or tax years they apply to.
3 · Periods appear
The engine creates each period with its due date, accounting for frequency, fiscal year-end, weekends and holidays.
4 · Work the board
Your team moves each period through statuses. Overdue and upcoming work is flagged automatically.
5 · Keep clients informed
Clients follow progress in their portal and message you in-app rather than by email.
6 · Bill and review
Send invoices, review the audit log, and see exactly what changed and who changed it.
Common questions
Who is TaxOnPad for?
CPA firms and tax practices that manage compliance for many business clients across several states.
Can I bring my existing client list?
Yes. Clients can be imported from an Excel template, and new companies can be created with the formation wizard.
Do my clients get access?
Yes. Each client can have a portal login that shows their filing status and lets them chat with your team.
Can I work with an outsourcing partner?
Yes. You can share selected clients with another firm using a share code and control exactly what they can see.
How do I get started?
Request a demo from the contact page and we'll reply by email.