Partner with us

TaxTherapist for CPAs

Every client.
Every risk.
Every deadline.

Manage every business in one place—from tax-risk review to documents and filing readiness. Serve more clients with the team you already have.

Partner with us See the workflow
Multi-client workspace Risk-ranked review Filing-ready visibility
Firm overviewThis filing cycle
24active clients
3priority risks
92%filing ready
Needs attention
Northstar StudioWorker classification Due Oct 15HIGH
Elm & Co.Quarterly estimate Due Oct 31MEDIUM
Fieldwork LabsReturn package completeCLEAR
Recommended actionReview Northstar’s contractor records
Open client →
Illustrative product preview

A live view of your firm

Move every client from open item to filed.

Choose a workstream and watch a CPA question turn into a clear, structured answer. The demo moves automatically across the firm.

Multi-client control

One firm view, not twenty disconnected files.

See every business, its current stage, and the next item that needs your team.

  • Transactions stay organized as they reach the books.
  • Exceptions rise above routine work.
  • Open the right client without hunting through spreadsheets.
Client book assistant24 active clients
Show me where the firm needs attention across every client.
TaxTherapist

Here is the client book, ordered by what needs your team first.

Northstar StudioWorker classification review
HIGH
Elm & Co.One document still requested
OPEN
Fieldwork LabsReturn package complete
READY
Recommended next moveOpen Northstar’s contractor records, then follow up with Elm & Co.
Illustrative firm workflow.

Built around CPA oversight

The routine work moves.
Your expertise stays central.

01 · PREPARE

TaxTherapist organizes

Transactions, documents, and routine forms move into one structured workflow.

02 · SURFACE

Exceptions rise

Risks, missing items, and filing blockers are brought to your attention.

03 · DECIDE

Your team guides

You review the treatment, advise the client, and move the work forward.

For CPA firms

Bring TaxTherapist
into your CPA firm.

Start a partnership conversation, and we’ll show how TaxTherapist fits your client base, team, and busiest workflows.

Tailored to your firm and client base

Copy this note and send it to your TaxTherapist contact:

We’d like to explore TaxTherapist for our firm. Please share the next step for a partnership conversation.