PrepDesk
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PREPDESK · PRODUCT WALKTHROUGH

A closer look at a more
organized tax practice.

Explore the workflows we're designing for independent tax professionals. These are illustrative product previews using fictional sample data—not screenshots of a production application.

Explore the previews ↓How testing access works ↗
IN DEVELOPMENT ILLUSTRATIVE PREVIEWS NO REAL CLIENT DATA
A GUIDED LOOK

From the big picture to the details.

Each preview shows a proposed workflow. Layouts and features may change as PrepDesk develops.

01 / OFFICE OVERVIEW

See what needs attention.

A single place to review client activity, outstanding documents, and work that still needs to be done.

  • Sample client counts and open tasks
  • At-a-glance document review queue
  • Clear client workflow statuses
02 / CLIENT MANAGEMENT

Keep every client organized.

Move between client profiles, tax years, notes, and preparation status without losing track of the next step.

  • Client records and search
  • Tax-year-specific work
  • Notes and activity history
03 / DOCUMENT WORKFLOW

Documents in the right place.

Organize tax documents around a client and tax year, with a clearer view of what has arrived and what is missing.

  • Client-centered document organization
  • Tax-year folders and file categories
  • Review status at a glance
04 / TASKS & CHECKLISTS

Know what comes next.

See the next action for each return and reduce the need to remember every outstanding item yourself.

  • Simple preparation checklists
  • Pending and completed steps
  • Clear progress across tax years
05 / CLIENT EXPERIENCE

A clearer experience for clients.

Our product direction includes a client-facing workspace for document exchange and requests. Production security and readiness remain prerequisites.

  • Client-specific requests and updates
  • Document status visibility
  • Designed with controlled access in mind
FOUNDING BETA

Explore now. Test later.

This page is a public visual walkthrough. Interactive testing will be invitation-only once a separate, appropriately secured testing environment is ready.

01View the public product previews
02Join the Founding Beta interest list
03Receive an invitation if selected when testing opens
HELP SHAPE WHAT COMES NEXT

Built with tax professionals in mind.

Interested in providing feedback? Join the interest list. Registration does not create an application account or provide immediate access.

Join the founding beta interest list ↗Do not submit taxpayer records, SSNs, or confidential client information.