Tax Preparation
TPP isn't a replacement for Drake, ProSeries, Lacerte, UltraTax CS, TaxWise, or ATX — it's the client-facing layer that sits alongside whichever one your firm already uses.
None of the major desktop tax preparation vendors publish an open API for third-party practice-management software to connect to directly — that's true across the industry, not specific to TPP. So instead of promising a live sync that doesn't exist anywhere, TPP handles the part it can do honestly well: secure client document collection, CSV client-list import/export, and prior-year return delivery, so your preparers spend less time chasing paperwork before they ever open the return.
How it works
Step 1
W-2s, 1099s, K-1s, and prior-year returns are uploaded straight into the client's TPP portal — encrypted, organized by tax year, and visible to your team the moment they land.
Tax software integrations
Tax Preparation
Connect your tax preparation workflow with TPP.
Tax Preparation
Connect your tax preparation workflow with TPP.
Tax Preparation
Connect your tax preparation workflow with TPP.
Tax Preparation
Connect your tax preparation workflow with TPP.
Tax Preparation
Connect your tax preparation workflow with TPP.
Tax Preparation
Connect your tax preparation workflow with TPP.
Tax Preparation
Connect your tax preparation workflow with TPP.
Tax Preparation
Don't see your tax software? Request an integration.
Explore other categories
Connect Gmail, Google Workspace, or Microsoft Outlook so the emails that matter don't get lost in someone's personal inbox.
Learn more →Google Calendar, Microsoft Outlook Calendar, Microsoft 365, and Calendly all connect live — with Zoom, Teams, and Google Meet links generated automatically.
Learn more →Stripe, PayPal, and QuickBooks Payments connect live for invoicing and payment status. TPP never touches raw card data.
Learn more →30-day free trial. Full access to every feature during your trial, subject to the applicable trial terms.