Streamline 1040 Tax Preparation From Client Intake to Filing
OrgFlow helps CPA firms collect documents, organize client information, and manage every tax return workflow in one secure platform.
Built for CPA firms and accounting professionals
- ✓ John Smith uploaded W-2
- ✓ Sarah Miller completed organizer
- ⚠ Michael Brown missing brokerage statement
Tax Season Becomes Difficult When Information Is Scattered
When client information lives across inboxes, spreadsheets, and sticky notes, every return takes longer than it should.
Documents Scattered Everywhere
Clients email W-2s and 1099s randomly, making it hard to track what's been received.
Missing Information Delays Returns
Preparers wait on clients for missing details, stalling returns for days or weeks.
Teams Lose Visibility
Without a shared system, preparers and reviewers can't see the true status of a return.
Managers Can't Track Progress
Firm leaders lack a clear view of how many returns are in each stage during peak season.
One Workflow For Every 1040 Return
A single, structured path takes every client from first contact to a completed, filed return.
Client Portal
Clients log in to a guided organizer built for individual returns.
Document Collection
W-2s, 1099s, and statements are uploaded and checked off automatically.
Tax Preparation Workflow
Returns move through your team's process with clear ownership at every step.
Review
Reviewers verify accuracy before a return is marked ready for filing.
Completion
The client signs off and the return is marked complete in one place.
Software Built Around The Way CPA Firms Actually Work
From client intake to final review, every screen keeps your team focused on what needs attention next.
Collect Client Information in One Organized Portal
Clients complete a guided digital organizer instead of a scanned PDF, so preparers always start with clean, complete information.
- Structured sections for personal info, income, and deductions
- Automatic tracking of required vs. missing documents
- Clients upload directly from any device
- W-2 ✓
- 1099-INT ✓
- Brokerage Statement ✗
- Mortgage Interest Statement ✗
Give Your Team Complete Visibility Into Every Return
See exactly how many returns sit in each stage of your pipeline, from new client intake through completed filings.
- Real-time counts across every stage
- Kanban-style board for day-to-day management
- Built for firms managing hundreds or thousands of returns
Assign Responsibilities and Keep Deadlines Under Control
Every return has a clear preparer, reviewer, and task checklist, so nothing sits idle waiting on the wrong person.
- Assign preparers and reviewers per return
- Task-by-task progress from organizer to signature
- Clear handoffs between prep and review
- ✓ Organizer sent
- ✓ Documents received
- ✓ Return prepared
- ○ Final review
- ○ Client signature
Automatically Identify Missing Items and Follow Up
OrgFlow tracks exactly which documents are outstanding for each client and schedules a reminder so nothing falls through the cracks.
- Per-client document checklist
- Automated reminders for outstanding items
- Fewer manual follow-up emails for your staff
- W-2 ✓
- 1099-B ✓
- 1098 Mortgage Interest ✗
- Charitable Contribution Records ✗
Everything Your Firm Needs to Run 1040 Season Smoothly
Digital Tax Organizer
Collect client information and tax documents through a structured online experience.
Tax Workflow Management
Track every return from intake to completion with a clear, repeatable process.
Document Collection
Securely collect and organize W-2s, 1099s, and other tax documents in one place.
Team Collaboration
Assign preparers, reviewers, and deadlines so every return has a clear owner.
Automated Reminders
Reduce delays caused by missing information with scheduled client follow-ups.
Client Portal
Give clients a simple, guided way to complete their tax organizer online.
Built for Firms That Prepare Individual Tax Returns
Small CPA Firms
Manage hundreds of individual tax returns efficiently, without adding headcount every season.
Tax Preparation Companies
Standardize workflows across large teams so every preparer follows the same process.
Accounting Firms
Improve client communication and productivity during your busiest months of the year.
Software Built for the Sensitivity of Tax Data
OrgFlow gives your firm the controls needed to manage sensitive client documents responsibly.
Secure Document Handling
Client documents are collected and stored within a structured, access-controlled platform.
Role-Based Access
Control what preparers, reviewers, and managers can see and edit within each return.
Activity Tracking
See who touched a return and when, so your firm always has a record of activity.
Professional Workflow Controls
Enforce consistent review steps so every return follows your firm's process before filing.
Security features are continually developed alongside our CPA firm partners.
Ready to Simplify Your Tax Workflow?
Join CPA firms improving their 1040 preparation process with OrgFlow.