Clients, without the chaos
Keep client profiles, tax years, notes, and progress organized in one practical workspace.
AM Client details ↗
RL Tax-year checklist ↗
JM Activity history ↗
BUILT FOR INDEPENDENT TAX PROFESSIONALS · IN DEVELOPMENTYour tax practice.
Your tax practice.
More organized.
Less busywork.
Meet PrepDesk — a focused workspace being built to help small tax offices manage clients, documents, and the work that happens between tax returns.
✓ Built by a tax professional · ✓ Designed for small firms
Product concept preview Illustrative
YOUR WORKSPACE
Sample dataWelcome back ✳
Active clients148↗ This season
Documents to review12Needs attention
Open tasks24Across clients
Client workflowView all →
AL
Alex MorganIndividual · 2026
In reviewRB
Riverbend LLCBusiness · 2026
Waiting on docsJT
Jordan TaylorIndividual · 2026
ReadyConcept illustration only. Not a screenshot of the current product.
LESS CLUTTER✳MORE CLARITY✳BUILT AROUND YOUR WORKFLOW
THE WORKSPACEEverything in its place.
Everything in its place.
Finally.
PrepDesk is taking shape around the day-to-day needs of independent tax preparers — not a giant accounting department.
Documents, connected
Organize files around the right client and tax year, with a secure-document approach at the center of development.
Client-centered document organization ↗Know what's next
Use checklists and clear statuses to see what's received, what's missing, and what needs attention.
Progress you can actually follow ↗Made for small teams
A focused experience for solo preparers and growing tax offices, without enterprise-level complexity.
Built for the way small firms work ↗A better client experience
Client access and document exchange are part of the product vision, with production readiness and security taking priority.
Thoughtful by design ↗Features are under active development. Descriptions reflect the current product direction and do not promise general availability.
WHY PREPDESKLess chasing.
Less chasing.
More preparing.
Tax work already demands enough attention. Your practice software should help you see what matters — not create another layer of work.
Help shape what we build ↗01
Keep the work together
Find the client, tax year, documents, and notes without jumping between disconnected places.
02
See what needs attention
Track missing documents and outstanding steps with a simple, visible workflow.
03
Grow at your own pace
Start with the essentials, then help influence which capabilities come next.
SIMPLE PRICING IN MINDBuilt to be
Built to be
within reach.
We're exploring pricing that makes sense for independent tax practices. No complicated sales process, no enterprise-sized starting point.
Pricing is preliminary and may change before launch.
PLANNED STARTING PRICE
$16.58 / month equivalent
$199 billed annually · per office
Proposed annual subscription; monthly billing is not offered.
✓ Designed for solo and small tax offices
✓ Core client and workflow organization
✓ Founding beta: planned 12 months free for selected testers
Get early access updates →Not yet available for purchase. No payment collected.“
Software should fit the way a tax office actually works.
— Founder, PrepDesk
BUILT FROM REAL PRACTICE EXPERIENCE✳
BUILT BY SOMEONE WHO KNOWS TAX SEASONFrom the practice.
From the practice.
For the practice.
PrepDesk Inc. was founded by an Enrolled Agent who runs a California tax preparation practice and understands the daily challenge of keeping clients, documents, and deadlines organized.
We're building a more approachable practice workspace — starting with the essentials and listening closely to the professionals who use it.
PrepDesk Inc. · California, USA
FOUNDING BETA INTEREST LISTHelp shape
Help shape
what comes next.
We're looking to connect with independent tax professionals who want simpler, more practical practice software. Tell us you're interested and we'll follow up as the beta program develops. Selected founding testers are planned to receive 12 months of free access starting when their secure beta access begins, followed by 30% off the then-applicable annual subscription for three annual renewals, subject to final program terms.
Join the founding beta interest list ↗No payment. No obligation to subscribe.
The button opens a short Google Form. Please don't include taxpayer records, SSNs, or other client information. Joining does not give access to a production application.
FOUNDING BETA · QUESTIONS
Before you join the interest list
Here’s what to expect while PrepDesk is being developed.
Can I start testing PrepDesk now?
Not yet. We’re collecting interest from tax professionals. Approved participants will receive a personal invitation when the testing environment is ready.
Is beta testing free?
Our planned founding-tester offer includes 12 months of free access starting when a secure beta is available and the tester’s access begins. Participation is by invitation, with no obligation to subscribe afterward.
Can I upload real client information?
No. Beta testing is for fictional sample clients and documents only. Do not upload real tax returns, taxpayer details, or confidential client information.
How will I sign in?
Approved testers will receive a personal setup invitation. Two-step authentication using an authenticator app on your phone will be required.
Will I need to install software?
The planned beta runs in a web browser. You’ll need an authenticator app on your phone for account security.
Will founding testers get a discount?
We plan to offer selected founding testers 30% off the annual subscription for three renewals after their first 12 free months. At the proposed $199/year price, that would be $139.30/year. Final pricing, eligibility, and promotion terms will be confirmed separately; joining the interest list does not guarantee selection or a discount.