Software Portfolio

Tax office software for licensing.

TaxOS launches eight applications. Mileage Pro is offered separately. All software is in development or pilot — descriptions reflect testing by our development team.

Gateway Launcher

TaxOS

TaxOS is a launcher for eight separate tax-office applications. Each application keeps its own data. Shared sign-in and shared data between applications are not part of it today.

Learn about TaxOS Request a demo
Office & client operations Run the office, track clients and keep records.
In development

TaxPartnerConnect

Office and client workflow for tax offices.

  • Client records and workflow
  • Commission approval workflow
  • Deposit CSV workflow
Messaging and AI features are not enabled.
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Pilot · Separate

Mileage Pro

Mileage-log and reporting workspace for tax offices.

  • Multi-client dashboard, staff and client intake links
  • Trip classification, places and route miles
  • PDF/CSV and ALL-CAPS summaries
Offered separately — not part of TaxOS. Mobile apps not yet released.
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In development

Papertrail Pro

Receipt and documentation workspace.

  • Manual receipt confirmation
  • Photo upload storage
  • Exports to CSV, XLSX and PDF
AI receipt reading is not configured.
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Compliance & case work Document due diligence and organize IRS case files.
In development

DDE 6695

Electronic due-diligence record for preparers.

  • Client and EIC case records
  • Form 8867 answer capture
  • Conflict flags and revision sealing
AI extraction not configured. Not a compliance guarantee.
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In development

IRS Record Intelligence

Case and document organization for IRS matters.

  • Case and assertion records
  • Document upload
  • Background processing jobs
AI features not configured.
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In development

Clear Legal (LIMMA)

Case intake for tax notice matters.

  • Case and client records
  • CP2000 document intake
Automatic notice mapping not configured.
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Reporting & Florida tools Financial reports and Florida-specific tax workflows.
In development

Financial Report Builder

Turns bank transactions into financial reports.

  • Bank CSV import
  • Saved financial reports
Does not generate tax returns. AI categorization not configured.
Learn more →
In development

TaxFlow — Florida Sales Tax

Florida DR-15 sales-tax calculation workspace.

  • DR-15 calculation and saved records
  • County surtax data (partial coverage)
Tested for Orange County only. No claim of full Florida or current-year coverage.
Learn more →
In development

Lien Watch Florida

Lien search and watchlist for Florida counties.

  • Lake and Osceola County sync and search
  • Watchlists and matches
Other counties and alerts are not yet tested.
Learn more →
Ready to see more?

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