Build

Practice systems & SOPs

6 products across 4 topics

Add-Ons

Blueprints that extend the core systems into the tools you already use.

1 product

Turn the Audit-Shield SOP system into TaxDome pipelines and automations.

Paid-preparer due diligence and review.

1 product

A paid-preparer compliance system for Form 8867, EITC, CTC/ACTC/ODC, AOTC, HOH, reasonable inquiry, contemporaneous documentation, record…

Documentation-driven binder and SOP systems for running a defensible practice.

1 product

A premium compliance binder and SOP system for small tax firms.

IRS records, reconstruction, and AI workpapers.

3 products

A 47-tool professional workpaper system for using AI carefully in tax reconstruction: evidence inventories, exception logs, source-to-ret…

A professional desk reference for obtaining, decoding, reconciling, documenting, and resolving issues found in IRS transcripts and Social…

A repeatable professional framework for rebuilding income, expenses, basis, depreciation, and prior-year tax positions when records are m…

Learn

Courses & professional training

Work

Guides, forms & reference

Grow

Libraries & bundles