Tax Practice Portal

Step 1

Start with how your firm works today.

Before anything moves, TPP starts by understanding your practice exactly as it runs right now — not how a generic firm runs.

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Implementation begins with a picture of your actual practice: your clients, the services you offer, the tax years you're tracking, your staff and their roles, the workflows you already follow, the documents you handle, how you communicate, how you schedule, and how you bill.

That picture also covers what's outside TPP today — your current tax software, any tools you've already connected, and which pieces matter most to move first.

Interactive

What do you want to bring into TPP?

Demonstration Only — No Data Is Imported Here

What do you want to bring into TPP?

6 of 9 selected67%

Your implementation map

Based on what you selected, your discovery conversation would cover 6 areas: Clients, Client documents, Workflow templates, Staff assignments, Tax-year information, Communication history.

A Real Scenario

850 clients, 5 staff, years of documents.

Consider a firm with 850 clients, 5 staff members, multiple tax workflows, and years of client documents.

850 active clientsMoves
5 staff membersMoves
Current tax preparation softwareStays
Multiple tax workflows (individual, business, prior-year cleanup)Needs Configuration
Years of client documentsNeeds Review

What this covers

  • Clients and their contact information
  • Services offered and tax years in progress
  • Staff and their current roles
  • Existing workflows and how work actually moves
  • Document types and volume
  • Communication patterns — email, portal, phone
  • Appointment and scheduling habits
  • Billing and invoicing approach
  • Current tax software and other tools
  • Migration priorities — what needs to move first

The other implementation steps

Step 2

Configure

TPP's roles, workflow templates, document categories, and branding are configuration — set once, by your firm, to match how you already deliver work.

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Step 3

Enable

Once TPP is configured, enabling it is about people: your staff learning the system, and your clients getting invited into their own portal.

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Step 4

Improve

Implementation doesn't end at launch. Once TPP is running your engagements, the same data that runs your practice shows you where it's slowing down.

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Ready to move your firm forward?

30-day free trial. Explore the TPP platform during your trial, subject to the applicable trial terms.

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