What Tax Prep Pro ships.
A productized SuiteDash buildout, not a SaaS — six capabilities you don't have to wire together yourself.
Branded SuiteDash workspace
Your bureau’s logo, colors, and copy across the entire member experience. We provision under our reseller, you stay in control.
8-phase client journey
Identify → Intake → Agreement → Payment → Prep → E-Sign 8879 → File → Deliver. Same path, every taxpayer.
Adaptive intake
Intake forms branch by taxpayer type (individual W-2, 1099 self-employed, single-member LLC, amendments) so clients only see what applies.
E-sign + filing checkpoints
Form 8879 e-signature handled inside SD. Filing milestone visible to client and team — no more “did we already file?” Slack threads.
Member training
YouTube + in-portal training so your staff and clients ramp in days, not weeks. Updated each season.
Tax Monitor Pro bundle (optional)
Pair TPP with Tax Monitor Pro for IRS transcript monitoring, retention workflows, and post-filing services.
8-Phase Journey
From booking to delivery
Every client travels the same path. Your bureau is the brand; the workflow is the product.
- 1
Identify Taxpayer Type
Branching intake routes individuals, 1099 earners, LLCs, and amendments down the right path.
- 2
Intake Form
Adaptive form pulls only the documents and data the chosen filing type needs.
- 3
Service Agreement
Engagement letter executed inside SD with timestamped acceptance.
- 4
Payment
Stripe-backed checkout linked to the engagement so the file is funded before prep.
- 5
Prep & Review
Preparer drafts return, internal review checkpoint before client sign-off.
- 6
E-Sign 8879
Form 8879 signed inside the SD portal with audit trail.
- 7
File
Return e-filed; status visible to client and bureau in the same workspace.
- 8
Deliver & Close
Final return PDF, refund/balance summary, and next-year prompt delivered to the client record.