Modernize your 1040 review process
Remove the 1040 review bottleneck in your firm and ensure every return is accurate.
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Uncover errors earlier
Don’t waste time doublechecking every input. Let TaxExact verify totals that are correct and instantly flag potential errors.
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Present a complete return for final review
We look at everything...income, adjustments, credits, taxes, and payments.
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Ensure no source document gets overlooked
Missed documents lead to errors. TaxExact makes it easy to identify if there are missing documents.
The business of accounting firms has changed. You can’t afford to hold onto legacy, manual compliance processes...
- Senior leadership doesn’t have time to fix mistakes that should have been caught early.
- You have a fiduciary responsibility to the taxpayer client to make sure the return is right.
- No firm wants to experience time loss or embarrassment from dealing with unnecessary tax notices.
Isn’t it about time to automate the 1040 review process?
TaxExact is the only 1040 verification solution that proves both inputs and outputs and supports in-project collaboration.
TaxExact was created by a tax accountant for tax accountants. We know how overwhelming tax season feels when returns stack up that need to be reviewed…that have errors…and that have minimal value to the taxpayer.
You deserve a solution to automate the technical review for 1040 returns so that you have more time to spend advising clients.
TaxExact is an easy and intuitive web application that revolutionizes your 1040 review process
- Isolate errors, omissions, and transpositions early in the process
- Built in workflow
- In app notifications, notes, and diagnostics
- Client facing deliverable
- Projections and amendments
- Scan in or roll forward prior year 1040 data
- Scan in current year 1040 data
- Automatically verify every return
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Get a free demo
Schedule your free demo to see how TaxExact cxan transform your accounting practice.
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Start using TaxExact for your 1040 reviews
Together, we'll build a plan that includes the number and complexity of 1040 returns you want to outsource to us for review.
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Enjoy assurance that every return is right
Provide clients valuable and strategic tax advice