Taxing is a web-based tax workspace for preparing and managing tax returns, secure document upload, client portals, status tracking, audit logs, and integrations.
Desktop App for Mac, Windows (PC)
Use Taxing in a dedicated, distraction-free window with WebCatalog Desktop for macOS and Windows. Improve your productivity with faster app switching and smoother multitasking. Easily manage and switch between multiple accounts without using multiple browsers.
Run apps in distraction-free windows with many enhancements.
Manage and switch between multiple accounts and apps easily without switching browsers.
Taxing is a web-based tax workspace designed to simplify tax preparation, document management, and collaboration for individuals and tax professionals. The app centralizes tax returns, secure document uploads, client communication, and status tracking in one interface to reduce manual tasks and improve visibility across tax projects.
Key features and capabilities:
Return preparation workspace: Prepare, review, and manage tax returns through a browser-based workflow that supports common return types and organizes filings by client and tax year.
Secure document intake and storage: Upload and store tax documents and receipts with encryption and access controls to keep sensitive information protected.
Client portal and communication: Share request lists, notify clients about missing items, and exchange messages and file updates within the platform to reduce email back-and-forth.
Status tracking and notifications: Track return progress with clear status indicators and automated notifications when documents arrive or returns change state.
Integration and export options: Export return data and documents or connect with common tax and accounting tools to streamline handoffs between systems.
Audit trails and access logs: View activity histories and maintain records of changes and submissions for compliance and review purposes.
Cross-device access: Access the workspace from desktop and mobile browsers so preparers and clients can work remotely.
Benefits:
Reduces manual document handling and rekeying by organizing documents and return data in a single workspace.
Improves client collaboration through an organized client portal and messaging that keeps requests and responses together.
Enhances visibility into workflow with status tracking and activity logs that help manage deadlines and firm capacity.
Supports secure handling of taxpayer data with controlled access and encrypted storage.
The description focuses on functional capabilities and practical value: streamlined preparation workflows, secure document management, client communication, and integration options to fit existing tax processes.
20h of business tax prep done in 1h + 1000s saved on accountant fees.
Disclaimer: WebCatalog is not affiliated, associated, authorized, endorsed by or in any way officially connected to Taxing. All product names, logos, and brands are property of their respective owners.
