Run one tax season's intake through ReturnReady.
We are working with a small number of solo, small and midsize CPA and tax firms. ReturnReady sits alongside your existing preparation software — it collects, organizes and verifies the client file before preparation begins. It does not prepare, calculate, review or file returns.
What a pilot firm gets
- Guided client intake with conditional document requirements
- SmartSort document organization with a firm review queue
- Missing-item tracking, follow-up requests and automatic reminders
- Readiness scoring, a firm-controlled approval gate and readiness reports
- Firm-level separation, private document storage and a full activity history
- Direct access to us while you use it — we build around your workflow
What is not there yet
We would rather tell you now than surprise you later.
- · Published pricing — the pilot is free while we work with a small number of firms
- · OCR reading of scanned or photographed documents (digital files are read today)
- · SOC 2 or ISO 27001 audit — no certification is claimed
- · Integrations with tax preparation or practice-management software
Before a firm places real taxpayer documents in ReturnReady we work through security review, permission testing, retention and deletion procedures, incident procedures and the required engagement paperwork with you. Read the security overview.
Who it fits
Solo CPA firms, small and midsize tax firms, firm owners, preparers, reviewers and firm administrators — typically handling individual returns involving employment, businesses, investments, cryptocurrency, rental property, mortgages, retirement accounts, deductions and life changes.