For CPA firms
One register per client, under one licence.
Every client is its own entity with its own books, calendar and GL mapping. Licensed by total asset records across clients.
| Client | Return | Assets | Schedules | 4562 status |
|---|---|---|---|---|
| Alder Dental Group | 1120-S | 412 | Federal, State (CT) | Ready |
| Brightwater Marine LLC | 1065 | 1,180 | Book, Federal, State (RI) | In review |
| Carver Foods, Inc. | 1120 | 3,640 | Book, Federal, State (MA, NH), AMT | Ready |
| Dunmore Family Farms | 1040 Sch F | 96 | Federal, State (VT) | Ready |
| Eastway Logistics | 1120-S | 2,215 | Book, Federal, State (CT, NY) | Open |
| 5 of 38 clients · 7,543 asset records under the firm licence | ||||
For a firm
- Entities
- Unlimited clients in one register
- Books
- Four per asset, per client
- Staff access
- By client assignment and role
- Outputs
- Form 4562 worksheet, Form 4797 support, state differences, projections
- Licensing
- By asset records across all clients
- Conversion
- Per client, at a firm rate
Already in this sector.
Accounting practices have kept client registers on this product since the 1990s; named firm references will be added with permission. Customer accounts
Every treatment the return needs, on one asset.
The questions CPA firms ask, answered.
Can we keep many clients in one system?
Yes. Each client is an entity with its own calendar, GL mapping, books and users; staff see the clients they are assigned to.
Does it produce what the return needs?
The Form 4562 worksheet, the disposal report with recapture for Form 4797, the state difference report, and projections, exported for whichever preparer software the client uses.
Do the tax tables stay current?
Yes. Changes are applied before the season they affect and dated in the changelog; the 100% bonus restoration was applied for the 2025 season.
How is a firm licensed?
By total asset records across clients, on the standard plans, with a firm rate above 10,000. No per-client or per-preparer fee.
Try it on your own register.
Fourteen days, the full product, no card. Load your assets, run a schedule, compare it with what you filed.
Start the 14-day trialRequest a demo
Hosted by us in a dedicated environment for your organisation, or on your own server. One database per customer; your data is exportable in full at any time.
Priced by asset records. Every plan is the full product. Your data is exportable in full, at any time, at no charge. Plans from $1,000 a year.