Compliance Made Clear. Client Management Made Simple.
Introducing iFindTaxPro
Everything Tax Professionals Need to Master Compliance in One Powerful Platform.
iFindTaxPro simplifies compliance with AI-powered tools designed to save you time and stress.
Our Partners
Why Compliance Feels Overwhelming
- Small business owners lack resources for comprehensive oversight.
- Miscommunication with CPAs and EAs can cause tasks to fall through the cracks.
- Regulatory complexities demand tools that simplify and organize.
iFindTaxPro’s Proven Approach to Compliance Success
- Discovery: Quickly gather essential compliance information through our guided Initial Interview.
- Assessment: Create a tailored Compliance Plan that identifies gaps and deadlines.
- Reminders: Never miss a critical task with proactive alerts and Calendar Integration.
- Compliance: Ensure every filing and obligation is met with precision and efficiency.
Streamline Your Client Onboarding Process
- Seamlessly onboard new clients.
- Facilitate client profile creation in iFindTaxPro.
- Ensure every client gets a seamless start to their compliance journey.
Tailored Compliance Begins Here
- Save time with an intuitive, detailed tax compliance questionnaire.
- Lay the groundwork for a tailored Compliance Plan.
- Leverage our AI solution to generate custom compliance points.
AI-Enhanced Compliance Plan
Your Customized Compliance Roadmap
Ensure every compliance task is covered with our dynamic AI-Enhanced Compliance Plan.
- Generate a customized checklist tailored to your client’s needs.
- Automate task prioritization to focus on what matters most.
- Achieve peace of mind with a compliance roadmap powered by AI insights.
Never Miss a Deadline Again
- Get proactive alerts for upcoming deadlines.
- Sync tasks seamlessly with your workflow.
- Maintain control with a clear, organized view of your schedule.
Taxman AI Assistant
Your Compliance Questions Answered Instantly
- Get answers to compliance queries instantly.
- Make informed decisions backed by AI-driven insights.
- Save hours on research and focus on what matters most.
Trusted by Professionals Nationwide
“iFindTaxPro’s reminders saved us from a $10,000 penalty last year!”
Jane
CPE
“The compliance plan feature is a game-changer. We’re more organized than ever.”
Mark
Small Business Owner
Plans for Every Professional
Free Trial Subscription
US$0.00/month
- Up to 5 entities
- 50MB storage
- 100 in-system user-initiated messages per month
- 10 AI queries (Compliance Points + Taxman) per month
Basic Subscription
US$15.00/month
- Up to 15 entities
- 500MB storage
- 1,000 in-system user-initiated messages per month
- 100 AI queries (Compliance Points + Taxman) per month
Standard Subscription
US$25.00/month
- Up to 25 entities
- 2.5GB storage
- 3,000 in-system user-initiated messages per month
- 225 AI queries (Compliance Points + Taxman) per month
Premium Subscription
US$50.00/month
- Up to 75 entities
- 10GB storage
- 6,000 in-system user-initiated messages per month
- 500 AI queries (Compliance Points + Taxman) per month