A built-in wiki for internal documentation — firm procedures, tax checklists, client notes, training materials. Rich text editor, favorites, and search. No Notion subscription required.
Every CPA firm has procedures, checklists, and institutional knowledge — but it's scattered across Google Docs, shared drives, email chains, and senior partners' memories. When a new hire asks 'how do we handle S-Corp returns?' the answer requires a 30-minute conversation. When a senior CPA leaves, their knowledge walks out the door.
TaxScout's Knowledge Base gives your firm a centralized wiki right inside the platform. Write procedures, checklists, and training materials with a rich text editor. Star important pages for quick access. Search across all pages instantly. No separate Notion subscription. No context switching.
Step-by-step procedures for each return type
Onboarding docs for new preparers and staff
Custom document checklists per return type
Firm-specific interpretations and procedures
Record team meeting decisions and action items
Full-featured editor with headings, lists, links, images, code blocks, and rich formatting.
Star important pages for quick access. Your most-used procedures are always one click away.
See recently updated pages at a glance. Know what's changed without searching.
Soft-delete pages without losing them. Restore archived pages when needed — or hard-delete when ready.
Write firm procedures, checklists, and training materials with the rich text editor. Full formatting: headings, lists, links, images, code blocks.
Star important pages for quick access. See recently updated pages at a glance. Archive pages you no longer need.
Full-text search across all pages. Find any procedure or checklist in seconds.
New hires get up to speed by reading the playbook. No more 30-minute 'how do we do this?' conversations.
TaxDome and Canopy have no built-in knowledge base — firms use Notion ($10/user/mo) or Google Docs alongside their practice management tool. Karbon has no wiki functionality. TaxScout eliminates the Notion subscription by building a wiki directly into the platform.
For firm-internal documentation, yes. TaxScout's Knowledge Base handles procedures, checklists, training materials, and meeting notes. You won't need a separate Notion subscription for your CPA firm's internal wiki.
Book a 15-minute walkthrough and see how it fits your firm.