Compliance Made Clear. Client Management Made Simple.

Introducing iFindTaxPro

Built for Tax Professionals and their Clients to Master Tax and Local Compliance in One User-Friendly Platform.

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iFindTaxPro simplifies compliance with AI-powered tools designed to save you time and stress.

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Why Compliance Feels Overwhelming

Many businesses unknowingly leave gaps in compliance, leading to penalties, lost opportunities, and damaged trust.

  • 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

The DARC framework powers iFindTaxPro's approach to simplifying compliance:

  • 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.
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Streamline Your Client Onboarding Process

Eliminate the back-and-forth with clients by using our automated Onboarding Link. Simplify initial client contact, save time, and ensure every client is set up accurately from the start.

  • Seamlessly onboard new clients.
  • Facilitate client profile creation in iFindTaxPro. ​
  • Ensure every client gets a seamless start to their compliance journey.
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Tailored Compliance Begins Here

The Initial Interview sets the foundation for customized compliance planning. Gather all essential data with a guided questionnaire designed to identify key compliance needs.

  • 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.
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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.
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Never Miss a Deadline Again

Stay ahead with our integrated Calendar. Automatically track deadlines, schedule reminders, and manage compliance tasks effortlessly.

  • Get proactive alerts for upcoming deadlines.
  • Sync tasks seamlessly with your workflow.
  • Maintain control with a clear, organized view of your schedule.
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Taxman AI Assistant

Your Compliance Questions Answered Instantly

Taxman, your AI Assistant, is here to provide real-time answers to your tax questions. Simplify decision-making and save time with instant, reliable insights.

  • Get answers to compliance queries instantly.
  • Make informed decisions backed by AI-driven insights.
  • Save hours on research and focus on what matters most.
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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

Whether you're a solo practitioner or managing a team, we have a plan for you.

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
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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
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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
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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
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Ready to Simplify Your Compliance Process?

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