Tax Organizers – From Chaos to Clarity
This is the modern tax organizer you have always dreamed of using.
Prepare your tax season with confidence.
Debits’ Tax Organizer centralizes all tax-relevant documents, enables task-tracking, and collaborates seamlessly with your team or clients so no deduction, credit or deadline slips through.
"Debits is an absolute game changer for tax preparers. The easy to use tax organizer paired with automated client requests has saved me an entire admin's staff salary at my firm."
Amy Northard, CPA
Founder of The Accountants for Creatives
True Collaboration With Your Clients
Debits transforms the tax organizer process into a direct, structured workflow. Instead of juggling spreadsheets and scattered emails, clients can easily:
- Answer questionnaire items directly
- Track supporting forms and statements
- Resolve outstanding questions
- Submit their finalized organizer
When the organizer is done, your team is notified instantly—eliminating version control issues and the need to chase clients for updates.
Simplify Filing with Automatic Task Generation
Streamline your tax preparation process with our innovative feature that intelligently generates personalized tasks for your client to complete, ensuring a hassle-free filing experience.
“Debits’ Tax Organizer saved our firm countless hours and gave our clients a tool they actually enjoy using.”
Stacy Gottlieb, CPA
Senior Tax Accountant
Review quickly and confidently
Debits simplifies tax season with a built-in Tax Organizer review process, allowing you to collect, verify, and approve client-submitted tax information in a structured, organized workflow.
Everything you need for clean books and complete tax packages lives in one place.
“Debits' Tax Organizer is a total lifesaver for S-Corp and Partnership tax returns, completely replacing the frantic email chaos with clear, shared checklists and task tracking so we can easily gather all the data, stay compliant, and get the K-1s right every time.”
Jamie Yungen, CPA
Senior Tax Accountant
Frequently asked questions:
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How much does Debits cost?
After your free trial, you can subscribe to the tax organizer service of Debits for $5 per tax organizer.
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What types of tax returns does Debits support?
We currently have tax organizers built out for 1040, 1120s, and 1065 returns.
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Will my clients have to reenter their information every year?
No, after the first year the static client information will be carried forward. Clients can edit the information, but they will not need to complete repetitive tasks.
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Can I invite my accounting team to Debits?
Absolutely, and it's 100% free to add team members.
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Do I have to create organizers from scratch?
No, everything you need is already built out and automated for you as soon as you sign up.
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Is Debits mobile-friendly?
Yes, clients can complete their organizer on the go. All information is auto-saved so they can come back to it at any time.
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How do I know when a client has finished filling out an organizer?
You’ll get an email notification and it will be updated in the client pipeline. You will know exactly where every tax client stands at a glance.
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Can I suggest a new feature?
Yes, please do! You can email us at [email protected].
Collect everything you need to complete a tax return. Automatically.
No credit card required.
