April 2nd, 7:11AM. 38 client returns are in first-pass status.
Your coffee is still hot.

Mainframe chased the last W-2s overnight, reconciled the 1099s against the QuickBooks ledgers, queued return first passes for your review, and texted two stragglers for missing K-1s. You review, sign, move on.

Start free → See the workflows

This tax season on autopilot

Live demo numbers from a 2-CPA firm doing 400 returns a year on Mainframe

412

Returns processed

$438,200

Fees invoiced

Missed filing deadlines

94%

Docs collected by Mar 15

Workflows that close the loop

Every step runs itself. You keep the judgment call.

📂

Client portal → docs chased until complete

Mainframe sends the organizer, tracks every W-2, 1099, and K-1, and keeps nudging the client by email + SMS until nothing is missing.

📋 organizer → 📥 docs → ✅ complete

🧮

Books closed → return first pass queued for review

AI pulls the trial balance from QuickBooks or Xero, runs tie-outs, and queues a return first pass in your tax software. You review before filing.

📊 TB → 🧮 first pass → 👓 your review

📆

Filing done → invoice + next-year calendar set

Return e-filed. Mainframe invoices the flat fee, drops the estimated-payment reminders on the client's calendar, and schedules the Jan tax-planning call.

📮 filed → 💳 invoice → 🔁 next year

Wired into the tools you already use

Eight of 1,114,909 APIs in the gateway. Pick, pay per call, done.

QuickBooksClient ledgers

XeroTrial balances

Bill.comAP/AR pulls

PlaidBank feeds

DocuSign8879 e-sign

StripeFee collection

SendGridDoc chasing

AnthropicReturn review notes

April 2nd, 7:11AM. 38 client returns are in first-pass status.Your coffee is still hot.