Client intake, document tracking, deadline management, and seasonal billing — all in one platform for tax preparation professionals.
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See Deelo in action for tax preparation firms
Purpose-built tools that work together seamlessly for tax preparation firms.
Track W-2s, 1099s, and supporting documents per client. Checklists show exactly what is received and what is outstanding.
Track filing deadlines, extensions, and estimated payment due dates. Automated alerts prevent missed deadlines.
Digital intake forms for new and returning clients. Store prior-year data, entity types, and filing requirements.
Send engagement letters and 8879 e-file authorizations for digital signature. Deliver returns securely.
Invoice per return, by complexity, or on flat-fee packages. Manage the billing surge during tax season.
Track returns per preparer, average fee per return, and seasonal capacity. Plan staffing for next season.
One price, all apps included. No per-app fees, no feature upselling, no surprises. Save 20% with annual billing.
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Get started with a platform built for tax preparation firms. Free to start — no credit card required.