The productized SuiteDash buildout for modern tax practices.
A branded client portal and a clear 8-phase journey — built for service bureaus, EAs, CPAs, and attorneys, without spending six months wiring it yourself.
About Tax Prep Pro
Tax Prep Pro is the productized SuiteDash buildout for service bureaus and credentialed tax practitioners — EAs, CPAs, and attorneys who want a clear 8-phase client journey, a branded portal, and member training without spending six months wiring it themselves.
We don’t replace your tax software, your e-file pipeline, or your professional judgment. We replace the swirl of clipboards, email threads, signed PDFs, and “did you upload that yet?” with one branded workspace your clients actually finish.
The platform is opinionated on workflow and quiet on branding so your bureau’s identity is the thing clients see — not ours.
Who it's for
Solo practitioners, 2–5 person bureaus, and multi-preparer firms who want a defensible, repeatable client journey.
What you get
Branded SuiteDash workspace, intake → filing → delivery, member training, optional Tax Monitor Pro bundle.
How it ships
~30 days from kickoff to a ready-to-onboard client workspace. Discovery Call → setup → handoff → ongoing support.
Why SD-led
Members live where the work happens. SuiteDash handles auth, files, e-sign, billing, and the audit trail your practice already needs.