The tax verification solution that revolutionizes the 1040 review process.

TaxExact delivers patent pending workflow and 1040 review tools that increase profitability for tax professionals and value for their clients.
See How It Works
Manage workflow and reduce review time
See a real time dashboard and project status list for tax projects in your firm. Electronically collaborate and move projects from preparation, through review, and on to processing for delivery.
Verify the accuracy of every 1040 tax return
TaxExact is your team's trusted tool for providing an independent expectation to verify and correct the results of 1040 returns.
Develop your team and increase retention
Unlike the traditional tax review process, TaxExact challenges your team to understand the 'how' and the 'why' of the tax code, resulting in deeper knowledge and purpose.
Grow advisory services with existing resources
A more automated review process transforms teams into professionals focused on advisory conversations that deepen client relationships.
Are you ready to spend less time reviewing 1040 tax returns?

You can have more time to spend advising clients…or just working less. You can also have a smooth workflow with dashboards so that you always know the status of every tax return project.

TaxExact is like a safety net that catches costly, time-consuming mistakes by verifying the accuracy of each return- before it hits the final reviewer’s desk. TaxExact is also like a detour for reviewers to spend less time reviewing inputs and divert their billable hours into advising clients.

TaxExact fits seamlessly into your existing tax preparation process

Quickly verify the accuracy of every tax return by creating an independent expectation that you can compare with your existing tax preparation software.
Prepare the Return

Create the return in your existing tax preparation software.

Compare the Results

Quickly re-create the return in TaxExact and compare the results for accuracy.

Submit Accurate Returns

Review your team’s work in just a few minutes and submit an error-free return.

Create an independent expectation for every tax return

Human error is normal, but in the tax world, mistakes can also be very expensive for your firm and your clients. The fastest and most accurate way to identify errors and avoid tax notices is to compare the results in TaxExact to the return generated in your existing tax preparation software.

  • Quickly isolate and resolve human errors
  • Reduce review time
  • Train staff to understand the tax code and learn to review
  • Oversee your team's workflow real time from anywhere
  • Grow your firm's advisory services with your existing resources
"I love the simplicity of it and seeing all the return details in one window — it's taught me more about the tax return itself. It's one thing to just fill out a return in the software and then it calculates everything for you, and you're not actually checking each line. But with TaxExact, you know if something's off. You have to look into it. You have to know why it's off. You have to be up-to-date on the calculations and just know what to expect — it's really helped me stay current. If you’re just entering numbers into a software and letting it calculate everything, I think you do tend to get a little bit lazy. You just expect that it's going to do it right and that’s not always the case."
Lisa Sill
"TaxExact has gotten my final reviews down to an average of 15-30 minutes max, allowing me to focus on key indicators inside the return. I now spend more time providing proactive financial advice to my clients and expanding those relationships. Not only has my firm never had a tax notice, but I’ve been able to grow my firm over 7X in bottom-line revenue and profitable advisory services since I created and implemented TaxExact in our practice."
Pat Roberts
CPA & Firm Owner
"I've done my share of tax work over the last 10 years or so, but never really considered myself a tax accountant. I helped out during tax season and did what I could, but really wasn't a tax expert. After this tax season, I actually am comfortable and really feel like I can take on a number of tax issues. I really feel I have a better understanding of taxes, and a lot of it has to do with TaxExact. I finally know how the return form and the calculations work."
Lori Jansen