Every client, document, and filing stage in one command center.

Return Readiness, a 16-stage filing workflow with server-side gates, signature authorizations, rejection recovery, a Tax Season Flight Plan and ATLAS, the built-in AI assistant, in one private command center with your practice’s name on it. TaxOps tracks the work around a return; it never prepares, calculates or files one.

Try the live demo Book a live demo

Meet ATLAS. Talk to your business.

Ask about anything in TaxOps. ATLAS answers from your own records, shows the evidence and suggests the next useful step.

ATLAS works inside your role and the permissions your team sets.

ATLAS electrical core with machined metallic rings and a plasma center

Ask in plain words

Which engagements could move to preparation if we received one missing item? ATLAS answers from the records in TaxOps, with a link to each source.

See the whole picture

Which returns are waiting on review the longest? The answer brings the related records, owners and dates together before anyone decides.

Act within your authority

Drafts, messages and record changes wait for a person to approve them, and every completed action has a receipt.

From the first document to an accepted return.

Documents come in

Each requirement has six separate checks, and a wrong-year or duplicate document is flagged instead of attached silently.
Preparation, review and signature

A second person reviews, the preparer cannot approve their own return, and changing the return makes a signature stale.
Filing, evidence and recovery

Transmissions need evidence, accepted stays unavailable without an acknowledgment, and a rejection opens the recovery desk.

The questions that come up every Monday morning.

Who is one document away?

Missing items are chased by email, and nobody knows what is ready to prepare.

With TaxOps: The readiness board shows which engagements are one missing item away from preparation.

Which returns are stuck in review?

The review queue grows quietly through the season.

With TaxOps: A cockpit shows reviewer queue aging and transmitted returns with no acknowledgment.

What do we do about a rejection?

Rejected returns bounce between people with no record.

With TaxOps: Rejection Recovery opens a desk with an approved reference, a correction, a re-review and a renewed signature.

A command center for your business. Without the traditional custom-build price.

TaxOps shows what is possible. We shape the vocabulary, roles, workflows and connections around your business, and your team works in your brand.

Built around your brand.

Your logo, colors, vocabulary, roles and workflows. Your company gets its own private copy with its own data.

Our custom-build savings target.

Our goal is to reduce build cost by 70-90% versus a comparable from-scratch command center, by adapting an existing foundation instead of rebuilding it.

Agreed before we build.

Your proposal spells out the workflows, users, connections and any outside platform costs before you commit. We confirm the schedule once we know your systems.

Savings target compared with a similarly scoped from-scratch build. Your quote and launch date depend on customization, integrations, data readiness and ongoing services. Complex builds take longer.

Everything the business runs on, in one place.

Real screens from the working demo.

Return Readiness. See what is one document away.

Year-specific engagements with six separate checks per document requirement. Wrong-year, wrong-taxpayer and duplicate documents are flagged, and extraction never overwrites a confirmed value.

A 16-stage workflow with server-side gates
Evidence, signature and review gates can never be overridden

Engagement workflow with stage gates and document checks

Tax Season Flight Plan. Plan the season, not just the day.

Capacity and a Flight Plan with scenarios: change the arrival rate and the forecast moves, with every assumption on screen.

Reviewer queue aging in the cockpit
Assumptions are always shown

Capacity and Tax Season Flight Plan with scenarios

Cockpit. What needs you today.

Reviewer queue aging, transmitted returns with no acknowledgment and unconfirmed notice dates, each with its evidence and a button to the screen that fixes it.

A season funnel on the same screen
Notices keep candidate and confirmed dates apart

TaxOps owner cockpit with what needs attention today

Rejection Recovery. Rejected is a workflow, not a scramble.

Import an acknowledgment and the Rejection Recovery desk opens with an approved reference, a correction, re-review, a renewed signature and a new acknowledgment. Demo codes only: real code references need professional configuration.

Extensions: filing, payment and follow-up kept apart
Filing evidence and acknowledgment import

Reports. Fees, aging and recurring revenue.

Money visibility for fees, aging, recurring bookkeeping and refunds, with role-gated exports. Marketing keeps a consent and purpose register, and a return-information audience is blocked.

Recurring bookkeeping board
No card data is ever stored

Sales and marketing

Marketing with a content claims guard and consent-gated audiences, plus advertising performance with a capacity guard.

Fulfillment

Preparation and review workflow, due-diligence evidence, return versions kept as references to your tax software, and a notices desk.

Customer experience

A taxpayer portal with a document checklist, upload receipts, signing, questions and consents, separate from staff.

Money

Fees, aging, recurring revenue and refunds visibility.

One product. The right view for each role.

Everyone signs in to the same company and sees what their role needs. In the live demo, switch seats with the Viewing as control.

Managing Partner. The whole practice: queue aging, filing status and capacity.

Ask your business anything.

ATLAS writes the morning brief from your own data and answers questions with a link to where to act. Answers cite your records, not generic guesses.

Which engagements could move to preparation if we received one missing item?
Which returns are waiting on review the longest?
Which transmitted returns have no acknowledgment?
Which notice dates are still unconfirmed?

People stay in charge. Replies, next steps and actions are drafts or action cards that wait for a person to approve them.

ATLAS answering a question about the practice from its own records

Taxpayer Resource Hub: an optional companion.

An optional, connected resource hub for your taxpayers. It runs as its own site, and connecting its feed to the command center is part of the scope we agree.

See Taxpayer Resource Hub

Open the working demo.

No sign-in needed. Start with the guided tour, then use the Viewing as switcher at the top of the demo to change seats. Data resets nightly.

Take the guided tour

Start at the demo hub for Meridian Tax & Bookkeeping, then use the Viewing as switcher.

Open the demo ↗

View as the Office Manager

Opens the demo already signed in as the Office Manager.

Open the demo ↗

View as the Managing Partner

Opens the demo already signed in as the Managing Partner.

Open the demo ↗

Honest about what is connected.

Each row shows what works today. Native features are built in; the other connections are simulated, imported or planned until we connect and test them in your scope. The Integrations screen shows each connection’s real state.

NativeEngagements, gates, readiness, review, filing evidence, flight planBuilt in and tested in the demo.
ImportedAcknowledgment CSV importWorks from a file.
DemoTaxpayer portal sign-inA sandbox sign-in; identity-provider sign-in is planned.
PlannedTax-software syncNo vendor API access is assumed. TaxOps never calculates or files a return.
PlannedE-signature delivery, OCR, secure file storage, accounting and payment providersNot connected in the demo.

Native: built in and tested in the demo. Imported: works from a file. Demo: sample or simulated behavior only. Planned: designed, not built.

How we work with you. Scoped before we build.

Book a live demo

A 15-minute walkthrough with your business in mind.
Agree the scope

Workflows, users, connections and outside platform costs, in writing, before you commit.
We set up your private copy

Your brand, vocabulary, roles and the connections in scope, on your own private copy.
Launch with your team

We confirm the schedule once we know your systems.

Scoped. The AI command center is priced from an agreed initial scope, and your proposal lists what is included and any outside platform costs before you commit. Book a live demo and we will scope it with you.

Book a live demo Get a custom quote

Straight answers.

Is my data separate?

Yes. Every customer gets its own private copy of TaxOps: its own code, server and database, holding only its own data.

Can it match my brand?

Yes. Your logo, colors, company name and vocabulary. Your team sees your brand, not ours.

Does TaxOps prepare or file returns?

No. It tracks the work around a return and keeps return versions as references to your tax software. It does not calculate or file anything, and it does not make a practice compliant on its own.

Is the demo data real?

No. Meridian Tax & Bookkeeping and everyone in it are fictional, and the figures are sample data, not results. The 1,000 sample community profiles in Taxpayer Resource Hub are sample data too: labeled as such, never customers or testimonials.

Does ATLAS act on its own?

No. ATLAS drafts and suggests. A person reviews and approves anything that goes out or changes a record.

What does it cost?

It depends on your users, workflows and connections. Book a live demo and we will scope it with you; your proposal lists what is included and any outside platform costs before you commit.

See your practice in it.

Book a 15-minute live demo. We will walk through TaxOps with your services, team and tax season in mind, and agree what a first scope could look like.

Book a live demo Try the live demo