A unified client management system with 10-tab detail pages, 6 entity types, multi-year tax history, filing readiness scoring, dependent management, spouse tracking, and bulk operations — all with role-based access control.
Most CPA firms track client information across spreadsheets, tax software, email, and their practice management tool. Finding a client's filing status means opening one app, checking their documents means opening another, and reviewing their billing means opening a third. During tax season, this fragmentation costs hours every day.
TaxScout gives every client a 10-tab detail page that shows everything in one place: profile, documents, pipeline status, filing readiness, intake responses, billing, signatures, activity log, and tax history. Support for 6 entity types (Individual, Partnership, S-Corp, C-Corp, Trust/Estate, Non-Profit) with appropriate return forms for each.
Each type has appropriate return forms, pipeline configurations, and intake questionnaires.
Form 1040
Personal tax returns
Form 1065
Partnership tax returns
Form 1120-S
S-Corp tax returns
Form 1120
Corporate tax returns
Form 1041
Fiduciary tax returns
Form 990
Exempt organization returns
Everything about a client in one place — no more switching between apps.
Two separate indicators — competitors have neither.
“Do we have the files?” — (Uploaded / Expected) × 100%. Shows what percentage of expected documents have been received.
“Are the files verified and correct?” — Weighted: Verified=1.0, Review=0.3, Flagged=0.1, Missing=0. Critical overrides for missing docs or failed validations.
Create entities with one of 6 types. Returning clients? Add next year's return in 2 clicks — all info pre-populates.
Every client has Overview, Summary, Documents, Pipeline, Filing, Intake, Billing, Signatures, Activity, and Tax History tabs.
Dual metric: Collection Status (documents uploaded) and Filing Readiness (documents verified). Critical overrides flag issues.
Select multiple clients → send portal links, send emails, enroll in reminders, archive, or delete. Manage at scale.
TaxDome and Canopy support basic client records but lack filing readiness scoring, 10-tab detail pages, 6 entity types, and prior-year intelligence. Karbon is workflow-focused with minimal client management. TaxScout gives every client a comprehensive detail page with filing readiness, tax history, and dependent management.
6 entity types: Individual (1040), Partnership (1065), S Corporation (1120-S), C Corporation (1120), Trust/Estate (1041), and Non-Profit (990). Each type has appropriate return forms and pipeline configurations.
Book a 15-minute walkthrough and see how it fits your firm.