Run the entire tax season from one login.
From the first organizer to the signed 8879, Debits runs organizers, review and sign-off, delivery, e-sign and reasonable-comp in one place — it even reads the refund and balance due off the finished return and sets up the vouchers, so your team spends its time on 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 copies filed in the client's folder 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 and 1120) organizers
- Auto-save, resume anywhere, upload source docs inline
- Updated for 2025 tax law — tips, overtime, car-loan interest, clean-energy credits
- Last year's answers carried forward, for the client to confirm
- Send one by one, bulk-invite from CSV, or import straight from Drake
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 copies file themselves in the client's tax-year folder. Working in Acrobat? The Debits plug-in places signature fields right on the PDF. 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
- Get paid before they sign — lock any document until the client pays its invoice in the portal
- Refund, balance due & estimates read off the finished return — vouchers and reminders set up for you
- Form 8879, 8879-PE & 8879-CORP e-file authorizations
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. No separate reasonable comp study subscription needed.
- IRS-factor methodology, fully documented
- Salary vs. distribution split recommendation
- One-click report — no per-study charge, ever
Every return. Every deadline. One view.
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.
The All returns tracker lists every return from engagement to filing in one table, with queue tiles, stage filters and saved views. Switching mid-season? Drop any return into any stage and record the work you finished outside Debits. Clients can follow their return's progress in the portal if you switch it on.
👇 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, Owner, Admin, Manager and Staff roles with per-person permissions, 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, Admin, Manager & Staff roles, set per person
- 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 your current tools is straightforward.