Workpapers built to claim and defend
Every income source, every expense, every document from your year, consolidated into one master file. So every dollar shows up on your return, and every claim you make is sourced.
Built for the business owner who wants to get it right
Capture every income source
Every income source, every expense, every receipt from your year. Pulled into one place.
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Save every deduction earned
If it happened in your business this year, it gets the deduction it's owed. Every dollar.
Defend every line you
file
Every line on your return ties back to a source document. Built to hold up under audit.
Consolidates every doc into one file
Tax day is no time to be hunting for a 1099. Every W-2, 1099, K-1, business statement, mileage log, and receipt gets organized into one file. Categorized, labeled, and ready to flow into your return.
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Captures every deduction you can claim
Mileage logs. Home office deductions. Section 179 elections. Depreciation schedules. Charitable contributions. Retirement contributions. Estimated payments. The workpaper has a place for every line item, including the ones most business owners forget to claim.
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Flags what's missing before you file
Missing documents and decisions only you can make get tracked separately from the calculations. So you know exactly what's still needed, and exactly which judgment calls are yours to make.
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Scales with your filing complexity
Every workpaper adapts to what your business actually needs. Sole prop with one income source stays lean. Multi-state holding company with K-1s, depreciation, and Section 199A goes comprehensive. The structure adjusts to your complexity.
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How a workpaper gets built
Three steps to a complete workpaper
Connect every tax document you have
Connect Google Drive or OneDrive. W-2s, 1099s, K-1s, business expenses, and supporting docs all flow in.
The agent builds your workpaper
The agent reads, organizes, and calculates. Every box, every code, every supplemental detail gets captured.
Your return, fully sourced and ready
Every line on your return traces to a document in the workpaper. File yourself, or hand it to your accountant.
Coverage across every return type
Pre-built workpapers for every common return, federal and multi-state. Each one is structured around what your entity actually files.
Built from any starting point
Use the workpaper to build a new return from scratch. Or upload a return you already filed, and Instead builds the workpaper around it to review every claim.
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Sources every claim for audit defense
An IRS letter shouldn't mean panicking through old emails and shoeboxes. The workpaper already has every number on your return tied to its source document. Organized, explained, and ready. So when the IRS asks, you have the answer.
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