Powerful Tax Practice Management Tools, Designed for Simplicity.
Every feature in DesktopCPA exists to remove administrative friction from your tax practice—from the first client inquiry through filing readiness.
Client Onboarding
Bring new clients into your practice through a structured, branded onboarding experience instead of scattered emails and paper.
Standardize how every new client enters your practice, with consistent information captured every time.
A clear, guided start that tells them exactly what to do next.
Tax Intake Forms
Replace paper questionnaires with digital intake forms that collect consistent, complete client information up front.
Reduce follow-up requests and missing-information gaps before preparation even begins.
Complete intake at your own pace, from any device.
Estimate Intake
Gather the information needed for preliminary tax estimates through a structured intake process.
Organize estimate requests so nothing falls through the cracks during peak season.
Submit estimate information securely and receive organized follow-up.
Document Management
Request, receive, organize, and track every client's tax documents in one secure workspace.
See at a glance which documents are received, requested, or in review for each client.
Upload documents securely and see what's still needed.
Digital Agreements
Present engagement agreements for client review and signature digitally, with organized records.
Keep signed agreements accessible and tied to the right client record.
Review and sign agreements without printing or scanning.
Appointment Scheduling
Let clients book consultations through your portal based on your availability.
Reduce manual scheduling calls and keep your calendar organized.
Choose a convenient time without phone tag.
Staff Workflow
Assign work across your team with clear visibility into who's handling what.
Balance workload and track progress across staff roles.
Faster, more coordinated responses to their needs.
Client Communications
Keep client conversations organized alongside their documents and status.
Reduce repetitive calls and keep a record of every exchange.
Message your firm easily and get timely replies.
Tax Preparation Status Tracking
Track each client's return from intake through filing readiness with clear status stages.
Know exactly where every return stands at any moment.
Follow progress in real time without calling to ask.
Business Branding
Customize your portal with your firm's name, logo, colors, and domain.
Present a polished, professional brand experience to every client.
Work with a portal that clearly belongs to your accountant.
Client Dashboard
Give clients a personal dashboard showing their documents, status, messages, and appointments.
Fewer status inquiries because clients can self-serve.
One place to see everything about your return.
Administrative Visibility
A central dashboard gives your office a clear view of leads, intake, documents, and workload.
Manage the whole practice from one organized overview.
A more responsive, organized experience overall.
See These Features in a Live Walkthrough
Book a personalized demo and we'll show you how each capability fits the way your tax office works.