Capacity planning dashboards that distribute tax returns across preparers by complexity and deadline priority. Software for creating, storing, organizing, and collaborating on documents.
If any of these sound familiar, you are not alone. Most tax preparation businesses deal with these every day.
Tax season capacity where 80% of annual revenue must be earned in a 10-week sprint from February to April
Client document collection that involves chasing scanned W-2s, photographed 1099s, and missing K-1s for weeks
Extension management for clients who miss the filing deadline and need quarterly estimated payment tracking
Review workflows where senior preparers must check every return but bottleneck the entire queue
Off-season revenue drought when the firm has fixed costs but almost zero client engagement from May to January
Every pain point above has a matching solution built into Deelo — no extra plugins, no extra cost.
Capacity planning dashboards that distribute tax returns across preparers by complexity and deadline priority
Secure document upload portal with item-by-item checklists that show clients exactly what is received and what is missing
Extension and estimated payment tracking with automated quarterly reminders sent to extended clients
Review queue management with priority routing that ensures senior preparers focus on complex returns first
Off-season advisory campaigns that promote bookkeeping, tax planning, and entity restructuring services
Software for creating, storing, organizing, and collaborating on documents. Replaces scattered files across email, drives, and desktops with a centralized, searchable system that keeps your team aligned.
See how Deelo stacks up against popular document management tools for tax preparation businesses.
| Feature | Deelo | Google Docs | Notion | Confluence |
|---|---|---|---|---|
| Starting Price | Free / $19/seat | $0 - $18/user/mo (Workspace) | $0 - $15/user/mo | $0 - $10/user/mo |
| All-in-one platform | ||||
| Document Management features | ||||
| Built-in CRM | ||||
| Invoicing & payments | ||||
| 50+ integrated apps | ||||
| No long-term contract |
Secure upload portals reduce document collection time by 50%
Off-season advisory campaigns generate 20% of additional annual revenue
Get started with document management software built for tax preparation businesses. Free to start — no credit card required.