Should I File an Extension? A Decision Tool for CPAs
Answer 5 questions about your client's situation and get an instant file-or-extend recommendation with a downloadable PDF summary.
Tax Pro's Edge
Practical guides on AI, Tax workflows, and running a smarter tax practice.
How AI Tax Prep Automation Works: A Guide for CPA Firms
Learn how AI automation is helping CPA firms prepare 5x more returns with zero manual data entry. A practical guide to automated tax preparation with Drake and UltraTax.
1040 Safe Harbor Checker
Free tool for tax pros: instantly check if your client hit safe harbor for 2025. Enter 3 numbers from the prior-year return for an instant IRS ยง6654 verdict.