Tax Preparation

Keep preparing returns in the software your firm already knows.

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

Client uploads source documents

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

8 connections in this category

See what TPP can do for your practice.

30-day free trial. Full access to every feature during your trial, subject to the applicable trial terms.