Tax Suite
Client organizers your clients actually finish.
Conditional questions that skip whatever doesn't apply — so clients answer in minutes, not an evening wrestling a PDF.
The problem
The blank PDF organizer is where tax season stalls. Clients dread it, skip questions, and you spend weeks chasing the missing pieces.
Try it right here
This is the actual workflow — click through it.
2025 Tax Organizer — sample30% complete
What was your marital status on Dec. 31, 2025?
Did any of these apply in 2025?
Added to document requests: — the client uploads it right here, no email attachments.
Every question you skipped stayed hidden — clients only ever see what applies to them. Sample data; the real organizer covers 1040, 1065 & 1120-S.
How Debits does it
Debits organizers branch on the answers — they ask about a home sale only if the client sold a home, K-1s only if there are K-1s. Auto-save lets clients stop and resume on any device, and you watch completion progress in real time instead of guessing.
- Conditional, branching questions
- Auto-save & resume on any device
- Real-time completion progress
- 1040, 1065 & 1120-S
- Document requests built in
- Delivered through your branded portal
Replaces the static PDF organizer — bundled into one flat price.
See the comparison →
It's one piece of the platform that runs your whole firm — flat, unlimited seats.
Start free trial