Everything you need to dominate your market, automate your practice, and maximize revenue - all in one platform.
AI-Powered Document Recognition
Upload any tax document and watch AI extract every data point with 99.8% accuracy in seconds
Turn Visitors Into Paying Clients
Automated lead capture, qualification, and conversion system that generates qualified clients 24/7
Live Refund Status Updates
Automated IRS refund tracking that notifies clients instantly when refunds are processed
Maximize Revenue Per Client
AI-powered pricing engine that calculates optimal fees based on complexity, time, and market rates
Year-Round Revenue Generator
AI monitors client finances and automatically generates tax-saving strategies throughout the year
Manage Unlimited Clients
The most powerful CRM designed specifically for tax professionals to manage thousands of clients
24/7 Tax Expert On Demand
Your personal AI tax expert that knows all tax laws, answers questions, and provides strategic guidance
Complete Bookkeeping Automation
Full-service automated bookkeeping for all your clients' businesses with real-time financial tracking
Data-Driven Practice Growth
Comprehensive business intelligence dashboard tracking every metric that drives practice growth
Reduce Support By 80%
Branded client portal where clients upload documents, track progress, and access returns 24/7
Get Paid Faster & Automatically
Complete payment processing with automated invoicing, payment plans, and instant settlements
Centralized Client Communication
All client communications in one place with email, SMS, and in-app messaging automation
Automate Everything
Visual workflow builder to automate every repetitive task in your practice
Instant Tax Law Guidance
AI-powered tax research tool that provides instant citations and guidance on any tax topic
File To IRS In Seconds
Direct IRS e-filing integration with instant submission and real-time acknowledgment tracking
Never Miss A Deadline
Automated compliance tracking and deadline management with proactive alerts and reminders
All 50 States + Territories
Complete support for multi-state returns with automated state-specific calculations and rules
IRS Audit Protection
Built-in audit risk assessment and comprehensive audit defense support for all clients
Connect Everything
Pre-built integrations with 100+ platforms including QuickBooks, Xero, banks, and more
Run Your Practice From Anywhere
Full-featured mobile apps for iOS and Android so you can manage your practice on the go
All 20 Features • Unlimited Clients • Complete Automation
Partner with Formality Tax and get access to the most powerful tax professional platform ever built. Join 15,000+ professionals dominating their markets.
For individual preparers
For growing practices
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Join thousands of tax professionals who have transformed their practices with our complete platform.
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