Products

File MTD ITSA provides a simple and compliant solution for UK landlords, sole traders, and property owners to meet HMRC’s Making Tax Digital for Income Tax Self Assessment (MTD ITSA) requirements. The platform helps users track rental income, business expenses, and overseas property income while automatically preparing quarterly submissions to HMRC, making tax reporting easier and more accurate.

TaxMD™ is an AI-powered tax strategy and planning platform built specifically for CPAs and accounting firms. It automates the complex process of creating proactive, high-value tax strategies and asset protection plans for business owners and real estate investors. By streamlining entity optimization and client-facing deliverables, TaxMD helps modern firms scale their advisory services, maximize client savings, and drive higher recurring revenue.

Expat Tax Tools offers specialized software and preparation services to assist individuals with the complexities of IRS Form 8621 related to Passive Foreign Investment Companies (PFICs). Their target clients include foreign citizens living in the U.S. and U.S. citizens living abroad who seek to accurately report their foreign investments without the need for an accountant. The company provides Form 8621 Calculator that simplifies the calculations required for tax filings and also offers training

AI Tax Accountant is a bilingual (English/Spanish) AI platform for U.S. small businesses. Upload bank and credit-card statements and get GAAP-formatted P&L and balance-sheet reports, a personalized tax-strategy memo, and a missed-deduction analysis in minutes — no manual bookkeeping. It complements your CPA rather than replacing one.

EstateView models estate planning strategies against an actual client estate, recalculates as you change anything, and turns the result into a client-ready letter and presentation in seconds.

Agena Software is web-based tax preparation software for CPAs, enrolled agents, and tax law firms that prepare U.S. international information returns. It focuses on forms that general-purpose tax suites support poorly or not at all: Form 3520 (foreign trusts and foreign gifts and bequests), standalone and substitute Form 3520-A for foreign grantor trusts, Form 708 for gifts and bequests from covered expatriates, and Form 7004 extensions. Agena applies the reporting thresholds and related-donor a

IFTAflow is IFTA quarterly fuel tax software built for accounting firms, permit services and IFTA service providers that prepare returns for many trucking carriers. It runs the whole quarter in one workflow: request data from every carrier, import fuel card and ELD exports, catch missing miles and fuel before filing, calculate fleet MPG and tax by state automatically, get client approval, and keep an audit-ready archive. One board shows every client's deadline, status and open exceptions, with u

Tax Certeza is a Windows desktop application for accountants and accounting firms in Mexico that handles the monthly fiscal close. It downloads CFDIs from the SAT, classifies them, reconciles them against bank statements, and calculates IVA and ISR, including DIOT preparation. The results are ready to import into CONTPAQi, so firms keep their existing accounting system. All data stays on the user's computer (100% local), and the software is kept up to date with SAT rule changes. Spanish and Engl

Swiftmore is Self Assessment software for UK sole traders and landlords. Upload a bank statement as a PDF or CSV, or photograph receipts on your phone, and every line is read and placed in the right box of the return. The few it cannot place, it asks about in plain English. You see one summary of what you earned, spent and owe, and nothing goes to HMRC until you press submit. Swiftmore is recognised by HMRC for Self Assessment filing and covers the SA100 with the self-employment (SA103) and pro