Two connected platforms for smarter tax strategy and cleaner client experience.
Tax Strategy OS helps advisors organize planning opportunities, reviews, client profiles, and selected strategy workflows. Tax Hub gives clients one simple place to upload documents, complete tasks, message their advisor, book appointments, and track progress.
Or view Tax Hub.
Tax work breaks down when strategy and client communication live in too many places.
Advisors juggle planning notes, client documents, filing tasks, messages, reminders, and reviews across inboxes, folders, spreadsheets, and disconnected tools. That creates delays, missed opportunities, and a weaker client experience.
Scattered client documents
Files live in inboxes, drives, and chat threads — and something always slips through.
Missed planning opportunities
Without a structured review, valuable strategies stay buried in the client profile.
Too much back and forth
Requests, reminders, and updates spread across channels and slow every filing down.
One system for the advisor. One hub for the client.
Tax Strategy OS
A planning and review dashboard for tax professionals who need structure around client strategy, entities, real estate, retirement, household planning, expenses, opportunity signals, saved reviews, and scenario building.
- Strategy dashboard
- Opportunity signals
- Client reviews
- Scenario planning
- Entity & asset tracking
- Saved notes and results
- Selected strategy workflows
Tax Hub
A client-facing portal that keeps tax filing communication organized. Clients can upload documents, complete tasks, view messages, track progress, manage appointments, access files, and stay clear on what's needed next.
- Upload center
- Messages
- Tasks
- Documents
- Appointments
- Filing progress
- Resources
- Client intake
The cleanest tax experience happens when the back office and client experience work together.
Advisor reviews the client profile
Tax Strategy OS helps identify planning opportunities, organize reviews, and track strategy categories.
Client completes requests
Tax Hub gives the client one place to upload documents, complete tasks, and respond to advisor requests.
Everyone stays aligned
The advisor gets cleaner workflows. The client gets clarity. The process feels more professional from start to finish.
Choose your strategy library.
Tax Strategy OS is built around selected strategy workflows. Choose the strategy areas you want turned on for your workspace based on your plan.
Entity & business owner strategies
Real estate & asset strategies
Household & deduction strategies
Year-end planning & review
Your selected plan determines how many workflows are included. No plan includes all 15 by default — you choose what's on.
Built for tax pros who want more structure without overwhelming clients.
Tax advisors
Structure planning reviews and keep every client's strategy moving forward.
CPAs
Pair strategy workflows with a portal that keeps document collection clean.
Bookkeepers
Give clients one place to send what's needed without inbox chaos.
Financial professionals
Track opportunities and entity planning across your book of business.
Small tax firms
Standardize how every advisor reviews, plans, and communicates.
Client service teams
Handle requests, tasks, and updates with less back and forth.
Choose the setup that fits your tax workflow.
Starter Suite
Solo tax pros who want a clean strategy workspace and simple client portal.
- Tax Strategy OS included
- Tax Hub included
- One connected setup
Studio Suite
Growing tax pros and small firms.
- Tax Strategy OS included
- Tax Hub included
- One connected setup
Signature Suite
Firms that want a premium tax experience.
- Tax Strategy OS included
- Tax Hub included
- One connected setup
Need only one side of the system? Tax Strategy OS and Tax Hub are also available separately.
Which one should you explore first?
Tax Strategy OS
- Best for
- Tax professionals and advisors
- Focus
- Strategy, reviews, planning opportunities, client profiles, selected strategy workflows
- Main user
- Firm owner, advisor, tax strategist
Tax Hub
- Best for
- Client communication and document collection
- Focus
- Uploads, tasks, messages, filing progress, appointments, documents, resources
- Main user
- Client and service team
Tax Suite
- Best for
- Firms that want both sides connected
- Focus
- Advisor workflow plus client portal experience
- Main user
- Tax professional, firm owner, service team
Preview the experience.
Common questions before you get started.
Tax Suite Setup Request
Tell us what you need. We'll match you to Tax Strategy OS, Tax Hub, or the full Tax Suite.
Contact information
Tell us a little about you and your firm.
Your information is kept private and is only used to set up your account — never shared or sold.
Make tax planning feel more organized from both sides.
Tax Strategy OS gives the advisor structure. Tax Hub gives the client clarity. Together, they create a smoother, more professional tax experience.