Product · Finance & Specialized Workflows

Tax Preparation Workbench

Under Consideration

Help authorized tax professionals organize intake documents, prepare workpapers, identify missing information, and manage review and submission workflows — supporting the work of a qualified tax professional, not replacing their judgment.

I'm Interested → Back to directory

Who it's for

Authorized tax professionals and tax-preparation teams.

Tax Preparation Workbench is intended for CPAs, EAs, enrolled agents, and authorized tax-preparation firms that handle intake-to-filing for clients — and need every input, reviewer check, and submission tracked end-to-end.

What you'd do with it

Intake. Organize. Prepare. Review. Submit.

Capture client intake and required documents in a structured record.
Organize intake documents and surface missing information early.
Prepare workpapers with each entry tied to its source document.
Run reviewer checks and prepare the submission package for filing.

Intended deliverable

What you'd walk away with

An intake record with the documents received and the source for each item.
A missing-information list, kept up to date throughout preparation.
A workpaper set ready for a qualified professional's review.
A review and submission log with every reviewer action recorded.

Example project

A representative project

To show what a Tax Preparation Workbench project looks like, not a guaranteed outcome.

Role · CPA / firm preparer Objective · Individual tax return — intake to review Time · Three to four weeks

Individual return — intake to review

A CPA is preparing an individual tax return for a client. They capture the intake documents, surface two missing items early in the process, prepare the workpapers tied to the source documents, run internal review checks, and prepare the submission package — with the reviewer log ready for the firm's sign-off before filing.

About this product's status: Tax Preparation Workbench is under consideration. It is not a committed build. The exact intake methods and review actions will be defined if and when development begins. Outputs from this product would support — not replace — a qualified tax professional's review and submission.

Next action

Would a Tax Preparation Workbench help you?

Tell us how you'd use it. Submissions help us prioritize which under-consideration products move forward.

Share Your Use Case →