For Tax Preparers

More accuracy.
Less manual work.

Read tax documents, organize income and expenses, practice scenarios, and manage client notices in one workspace.

No Academy enrollment required. Already have an HTA account? Use the same email and password.

24 tools in one account

Choose the tools for your work.

BOOK

Client Appointment Scheduler

Set availability, share a booking link, and manage client appointments with email reminders.

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FREELANCE

Freelancer Tax Hub

Upload documents, review AI expense categories, track deductions and forecast federal taxes during the year.

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CERT

Certificate Generator

Kreye certificates ak non Academy, logo ak siyati pa ou. Chwazi yon modèl, preview epi telechaje PDF la.

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1040

Tax or Refund Estimator

Upload client documents, verify income and expenses, and estimate 2025 federal tax or refund.

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CASE

Tax Scenario Generator

Generate fictional tax practice cases: client profiles, documents, student tasks, and answer guides.

$5.00 baz · $1.50 / additional formSign in to use
LTR

TaxLetter Identifier

Read an IRS or state notice, identify deadlines, documents, and next steps, and prepare a draft response.

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NOTICE

TaxNotice OS

Open an IRS or state notice case, verify deadlines against the original, and prepare responses, service pricing, and submission evidence.

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NAV

Multi-State Tax Navigator

Plan resident and nonresident returns, reciprocity, other-state credits, and software steps.

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UP

TaxUp

Federal credits and deductions, amounts, filing status, and age differences.

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IRS

TaxWatch

Track new IRS announcements, publications, and changes.

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MI

TaxReinvent™ Mileage Engine

Reconstruct business mileage and estimate deductions using a clear, documented method.

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MAP

County & School District Finder

Find the client's county and school district using a ZIP code or street address.

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TAX

State Tax Credit & Reciprocity Finder

Select any state for its specific credits, deductions, official forms, and reciprocity agreements.

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SC

Schedule C Finder

Find business codes and expense categories for the client's activity.

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EF

Rejection Helper

Understand rejection messages and prepare correction steps.

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IRS

IRS Letter Explainer

Understand the IRS notice and organize documents and response dates.

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P&L

Bank Statement → Profit & Loss

Import transactions, verify categories, and prepare profit and loss reports.

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QTR

Quarterly Tax Payment Planner

Plan estimated tax, track payments, and prepare client reminders.

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AST

Business Asset & Depreciation Tracker

Track business assets, annual depreciation, and disposition dates.

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SIGN

Signature & Filing Authorization Tracker

Track signature documents, send reminders, and verify signed copies.

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PDF

Secure Tax Document Redactor

Find sensitive information and remove it from a new PDF copy.

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ST

Multi-State Tax Assistant

Organize residence, work, income allocation, and withholding for each state.

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8949

Stocks & Crypto Transaction Reconciler

Reconcile sales, cost basis, and holding periods for Form 8949 worksheets.

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1040X

Amended Return Workbench

Compare original and corrected returns, organize evidence, and prepare Form 1040-X explanations.

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Credit wallet + subscription

Choose how you want to pay.

See the price before each operation. Failed operations are not charged. You can top up your wallet even with a subscription.

Credit wallet

$0.25 / operation, starting at
  • First top-up: at least $20
  • Pay for the tools and operations you use
  • Unused credits carry over
Choose credit wallet

Monthly subscription

$20.00 / month
  • $20.00 credits after each confirmed monthly payment
  • Unused credits carry over
  • Cancel renewal anytime in your account
Choose subscription
OperationPrice
Tax Scenario · profile + first form$5.00
Tax Scenario · each additional form$1.50
Cheat sheets, calculations, and searches$0.25
Analiz W-2, 1099 oswa paystub$0.25
Schedule C / Capital Gains document batches$0.55
TaxNotice OS / TaxLetter AI$0.60
Analiz Amended Return$0.75

Viewing or downloading an existing result does not charge new credits. Review results against original documents and your tax software before using them for a client.