Connected Ecosystem
TPP is designed to work alongside the tax software, accounting platform, email, calendar, and payment tools your firm already relies on.
You don't have to replace your tax preparation software to use TPP — it's designed to sit at the center of your practice, connecting the client, document, and communication work happening around the return preparation you already do elsewhere.
Send and log client email directly against their record.
Data direction: Two-way
How it works
TPP doesn't ask your firm to abandon the tax software or accounting platform you already trust.
Turn on the integrations your firm actually uses from Firm Management — Integrations.
Every integration is clearly labeled Available, Coming Soon, or Planned — never implied before it's real.
As more integrations become available, they extend the same client record your firm already works from.
Key capabilities
A real tax-practice scenario
Imagine your firm uses a specific tax preparation product and doesn't want to switch just to get better client management.
TPP runs alongside it — your team keeps preparing returns the way they always have, while TPP handles the client, document, and communication work around that preparation.
Before TPP
After TPP
How TPP brings it together
= One connected tax practice.
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One reliable record for every client — contacts, entities, tax years, services, documents, tasks, and history, connected instead of scattered.
Learn more →Track time, create invoices, see balances, and give clients a clear, simple way to pay.
Learn more →Request, receive, organize, review, and retain client documents — without a single attachment lost in an inbox.
Learn more →30-day free trial. Full access to every feature during your trial, subject to the applicable trial terms.