TOD, a CPA's Best Friend
Seamlessly onboard and monitor your clients’ tax transcript data. Designed to help you manage your client portfolio effectively, efficiently, and affordably, TOD is a CPA’s best friend
Proactive portfolio management with real-time data
TOD enables rapid access to your clients’ tax data, allowing you to streamline your onboarding processes, reduce your workload, and shift to proactive tax advice
Experience the TOD difference
TOD empowers CPAs with continuous access to tax transcript data
- Readily access organized client tax data, including historic and future tax information
- Eliminate labor-intensive repetitive tasks with integration into existing systems and workflows
- Expand end-to-end expertise for tax filing execution and IRS resolution
- Customize alerts to quickly identify and resolve unforseen or unshared tax issues
Make obtaining tax data easy for you and your clients
In three simple steps, you can receive up to 10 years of historical tax data and 3 years of future filings
Create a tax transcript request for one or multiple taxpayers
Client receives e-sign request for pre-populated Form 8821
Receive access to historical and future tax transcript data
