Tax organizer software for CPA firms
Stop chasing documents.Clients confirm last year, not start from blank.
The Intake Agent seeds each client's dialog with last year's data and forms, then builds the Tax Organizer. The Recognizer and Extractor Agents read everything the client uploads.
Intake is where the time goes
Clients send what they have, in whatever format they have it, and the firm asks again for what is missing. Every document then has to be identified, split, read and typed in before anyone can start the return. AccuMax changes the starting point: the client sees what they provided last year and confirms or updates it, and the Agents sort and read the uploads into one client record.
From first request to a finished Tax Organizer
The dialog starts from last year's returnIntake Agent
The Intake Agent authors the client dialog, seeded with last year's data and forms, so the client confirms and updates instead of starting from a blank form.
The client confirms, updates and uploads
In the Client portal they answer the dialog, jog their memory about which documents they sent last year, and upload what they have this year.
Uploads are sorted and splitRecognizer Agent
The Recognizer Agent identifies the file and the form, opens zip files, splits composite files into individual forms and tags 250+ IRS and non-IRS forms.
Every field is read into the recordExtractor Agent
The Extractor Agent extracts every field and writes it to the client record. A side-by-side view of the original and the extracted data lets a person verify it.
The Tax Organizer is builtIntake Agent
The Intake Agent combines last year, this year's updates and every uploaded form into the Tax Organizer. Your team can customize the result.
Scope is known before work startsProfiler Agent
The Profiler Agent summarizes every client input and works out the work and forms needed.
Every Agent drafts and assists. A qualified member of your firm reviews the output and decides.
The Agents on this job
Collect what you need from the client
Intake Agent
Authors client dialogs seeded with last year's data and forms, so the client confirms and updates instead of starting from blank, and builds the Tax Organizer.
Sort and split what the client uploads
Recognizer Agent
Identifies the file and the form, splits composite files into individual forms, and tags 250+ IRS and non-IRS forms.
Read the forms into the record
Extractor Agent
Extracts every field, writes it to the client record, and offers a side-by-side view of the original and the extracted data.
Scope the engagement
Profiler Agent
Summarizes every client input and works out the work and forms needed, so scope is known before work starts.
All fourteen Agents run on one engine and one client record, inside a complete practice OS. Meet all fourteen.
Questions firms ask
- What is a tax organizer?
- A document your firm uses to request updated information for the coming year, and that the preparer uses to understand the client's profile. In AccuMax the Intake Agent builds it from last year's data, this year's updates and every uploaded form.
- Does the client start from a blank form?
- No. The client dialog is seeded with last year's data and forms, so the client confirms and updates what is there.
- Which forms does it recognize?
- The Recognizer Agent identifies and tags 250+ IRS and non-IRS forms, and splits zip files and composite files into individual forms.
- Can my team check what was extracted?
- Yes. The Extractor Agent offers a side-by-side view of the original document and the extracted data, so a person can verify it and make amends before approving.
- How do I see where my own intake is slow?
- Take the five-minute Intake Bottleneck Scorecard. It asks where intake waits between the engagement letter being sent and the firm being ready to start.
See it on your own returns
Book a 30-minute walkthrough, or start the trial and try it against a real engagement.
60-day free trial · full platform access · no credit card · no multi-year lock-in