Run the entire tax season from one login.
From the first organizer to the signed 8879, Debits handles prep, review, delivery, e-sign and reasonable-comp — with AI doing the busywork and your team doing the judgment.
S-Corp Officer — Analysis
Package assembled
Return, K-1s & payment vouchers bundled automatically.
Delivered to client portal
Branded, mobile-friendly. Client notified by email.
E-signed — unlimited & free
Optional KBA identity check is $1/signer, your call per return.
Filed & archived
Signed docs saved to the binder with an audit trail.
Organizers clients actually finish.
Conditional questions hide what doesn't apply, so clients only answer what's relevant. They finish in minutes on their phone — and the answers land structured, ready for prep.
- Smart conditional branching — clients skip what's irrelevant
- Personal (1040) and business (1065 / 1120-S) organizers
- Auto-save, resume anywhere, upload source docs inline
Deliver, sign, and file — unlimited.
Assemble the return with K-1s and payment vouchers, deliver to a branded portal, and collect e-signatures with zero per-signature fees. Voucher reminders schedule themselves; signed docs archive straight to the binder. This is the SafeSend step, bundled in.
- Unlimited e-signatures — included, no per-signature charge
- K-1 & entity package delivery to each recipient
- Optional KBA identity verification — just $1/signer, your call per return
- Automatic estimate & voucher reminders
Defensible S-corp comp, built right in.
Debits weighs role, duties, hours and geographic wage data into a defensible officer-salary recommendation, then generates the report for the file — with no per-report fee. This is the RCReports step, bundled in.
- IRS-factor methodology, fully documented
- Salary vs. distribution split recommendation
- One-click report — no per-study charge, ever
Every return. Every deadline. One board.
See exactly where each engagement stands — what's waiting on the client, what needs a reviewer, and what's ready to file. Assign work, track time, and never lose a return in an inbox again.
👇 Click the highlighted return to walk it through the workflow.
That's the whole path — organizer to filed, without leaving the board.
Built for the people who guard the data.
Encryption in transit and at rest, granular role-based access with a read-only auditor role, and a full audit trail on every action — so an IRS audit or a client's due-diligence review is never a worry.
- Encryption in transit and at rest on your client data
- Granular role-based access — owner, staff & read-only auditor roles
- Full audit trail — every action logged, who touched what and when
- Your data stays yours — never sold, never shared
Your best tax season starts here.
Start free and import your clients at no cost — switching from SafeSend, RCReports or TaxDome is straightforward.