Click + Add new client at the top of the Home screen. Name, state, income, filing status — or just drop their tax return and the form fills itself.
2
Pick Quick Plan or Full Plan
Quick Plan = a 30-second screen you can read down the phone. Full Plan = the three AI specialists analyze everything (2–4 minutes) and it's reviewed before it can be sent.
3
Draft the return too, if you want
On the client's page, 🧾 Prepare draft return reads their W-2s and 1099s and computes every line for your review. You stay the preparer — you sign and file in your own software.
4
Send to your client
Click Send portal to share strategies with the client. They review, accept, and e-sign. You get notified instantly.
Tip: Load a sample analysis from the dashboard to see exactly what the output looks like.