Tracking clients, commissions, and deposits
Manage client records, process commission approvals, and import deposit CSV files for your office workflow.
In development. Messaging and AI features are not enabled.
Use Cases
How tax offices use our systems.
Each use case shows which systems apply and what they can do today. All systems are in development or pilot — features described reflect testing by our team.
Collecting mileage logs from clients
Give clients a link to enter their trips, classify business vs. personal miles, and generate reports formatted for Schedule C.
Pilot status. Mobile apps not yet released. Separate from TaxOS.
Documenting due diligence for EIC claims
Record client interviews, capture Form 8867 responses, flag conflicts, and seal revisions for audit trail.
In development. AI extraction not configured. Not a compliance guarantee.
Calculating Florida DR-15 sales tax
Enter sales figures, apply county surtax rates, and save calculation records for Florida businesses.
Tested for Orange County only. 47 of 67 counties in surtax catalog.
Monitoring Florida lien records
Search Lake and Osceola County lien records, create watchlists, and track matches for clients.
In development. Other counties and alerts not yet tested.
Converting bank statements to reports
Import bank CSV files and save financial reports for client review.
Does not generate tax returns. AI categorization not configured.
Organizing IRS notice responses
Track cases, upload documents, and organize responses for clients with IRS correspondence.
In development. AI features and automatic notice mapping not configured.
Capturing and exporting receipts
Upload receipt photos, confirm amounts, and export documentation to CSV, XLSX, or PDF.
In development. AI receipt reading not configured.
Want to see how it works?
Request a private demonstration.
Tell us which use cases interest you and we'll arrange a guided demo using sample data — never real client information.