FEATURES

Everything in the DynaTax workspace

AI-powered bookkeeping, tax workflow, and a complete workspace for tax professionals — in one platform.

Bookkeeping AI

Clean books without manual data entry.

Secure, read-only connection to your bank. Daily transaction import.

Confidence-scored categorization that learns your merchants over time.

Upload a receipt and AI extracts the line items, then auto-matches it to the bank transaction.

Real-time reports that follow your entity type (Sole Prop / LLC / S-Corp).

Ask tax and bookkeeping questions in plain English; AI answers based on your data.

Tax Workflow

From document request to filing — in one workspace.

Send a structured request list and watch your client check it off in real time.

Send, track, and store engagement letters tied to each client.

Built-in e-signature for engagement letters, returns, and any document.

Hop on an in-platform call with screen share — no calendar tag involved.

Track returns and e-file from the same workspace your client uses.

Verify client identity before sharing sensitive documents.

Pro Workspace

Run your tax practice in one place.

Ask complex tax questions; answers cite IRC, Treasury Regs, and IRS guidance. Export to PDF.

Members, roles, document requests, and a capacity view across the team.

Internal team chat per firm, per client engagement.

Track time by engagement and pull it straight into an invoice.

Send online invoices, accept payment, see firm earnings reports.

Engagement calendar plus client review collection.

Collaboration

Bring your CPA into the same workspace as your books.

Bring your existing accountant in — they get full workspace access.

Per-diem, HVUT, IFTA, and trucker-specific deductions handled end-to-end.