TaxBolt handles the operational work so your preparers can focus on what they do best: preparing accurate returns and advising clients.
AI pre-fills client data from uploaded documents, cutting data entry time by up to 70%. Your preparers handle more returns per day without sacrificing accuracy.
Automatically reads W-2s, 1099s, K-1s, and other forms. Extracted data is validated and mapped to the correct fields in your tax software.
AI flags significant changes from prior year returns: income jumps, missing deductions, new Schedule C activity, or changed filing status.
Catches common errors before preparation begins: mismatched SSNs, duplicate EINs, incorrect dependent ages, and missing signatures.
Queue multiple returns for processing simultaneously. AI organizes and routes returns to the right preparer based on complexity and specialization.
No more chasing clients for missing documents. Automated portals with intelligent checklists ensure you get everything you need the first time.
Each client gets a branded, secure upload link. Drag-and-drop interface works on desktop and mobile. No client login required.
AI generates a personalized document checklist based on the client's prior year return and filing type. Checklists update as documents arrive.
Clients receive email and SMS reminders for missing documents on a configurable schedule. Reminders stop automatically when docs arrive.
AI analyzes uploaded documents and flags gaps: "Received W-2 from Employer A, but prior year shows W-2 from Employer B — still needed?"
Track every return across your entire practice in one view. Know exactly where every client stands from intake to e-file acceptance.
Visual pipeline showing all returns by status: Awaiting Docs, Ready to Prepare, In Preparation, In Review, Ready to File, E-Filed, Accepted.
See how many returns are assigned to each preparer, average completion time, and current queue depth. Rebalance workloads in one click.
Track returns filed vs. prior year, average turnaround time, revenue per return, and season completion percentage in real-time dashboards.
Clients can check their return status via a simple portal link. Eliminates "Where's my return?" phone calls during peak season.
Never miss a filing deadline or extension date. TaxBolt tracks every deadline for every return type and alerts your team automatically.
Knows that 1065/1120-S returns are due March 15, 1040/1120 returns are due April 15, and non-profit 990s are due May 15. State deadlines included.
Tracks filed extensions with extended deadlines. Alerts escalate as the extension deadline approaches so nothing falls through the cracks.
Automatically reminds clients about quarterly estimated tax payment dates. Customizable based on client's estimated payment history.
Tracks state-specific filing deadlines for all 50 states. Handles state extensions, quarterly filings, and local jurisdiction requirements.
Keep clients informed at every step without manual effort. Automated emails and texts deliver the right message at the right time.
Clients receive automatic emails when their return moves to a new stage: documents received, preparation started, review complete, e-filed.
Text message alerts for time-sensitive items: missing documents needed, return ready for signature, payment received, refund deposited.
Send e-signature requests directly from TaxBolt. Clients sign Form 8879 on their phone in under a minute. Reminders sent until signed.
All communications go out under your firm's brand. Customize templates, add your logo, and maintain the professional image your clients expect.
Stop chasing payments. TaxBolt generates invoices automatically when returns are filed and follows up on unpaid balances.
Invoices are created automatically when a return is e-filed. Fee schedules are configurable by return type, complexity, and client tier.
Track payments, partial payments, and outstanding balances across your entire client base. Aging reports show who owes what and for how long.
Automated reminder emails sent at configurable intervals for unpaid invoices. Escalation options for accounts past 30, 60, and 90 days.
Real-time revenue tracking: total billed, total collected, outstanding, revenue per preparer, and comparison to prior season performance.
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