Traditionally, a standard tax return will cost our customers 7 hours per tax return across their team.
Our customers save more than 5 hours per tax return across all teams by automating mundane tasks with Legacy Flows
Connect Legacy Flows with your file sharing app, or upload documents yourself. Let Legacy Flows Identify, Rename, and Organize your client documents for you.
Organize documents within a workpaper, track open items and team notes automatically, all in one place
Quickly validate data extracted by our OCR technology and bridge the data into your tax software for simplified tax preparation.
We currently only offer our tax preparation Beta solution for Intuit Lacerte Users. If you do not use Lacerte, but are interested in partnering with us to integrate with your tax software, click the link below
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