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One platform prepares the returns, chases the documents, and runs the practice — your team reviews and approves.
10 modules · 7 tax platforms · 7 client languages · WhatsApp-native
Begin with your taxes, prepared and filed by licensed professionals — then bring your resolution, planning, bookkeeping, and financial needs under one licensed firm.
Begin With Your TaxesRun your entire practice on one AI-powered platform. Your team approves the work instead of authoring it.
Explore The PlatformBuilt For A Regulated Industry
Intake, preparation, e-signatures, billing, and client messaging on one white-labeled platform instead of five disconnected tools, starting at $20 per user each month.
All 10 modules, no staff needed. Automate intake, prep, and filing — serve more clients without hiring.
Starting at $20/user/mo
Smart work queues, QC review, staff performance tracking. Know exactly who's doing what.
Bundle 3+ modules, save 10%
Tax, resolution, credit repair, bookkeeping, notary — clients see one unified portal with your brand.
Bundle 7+ modules, save 20%
Choose from 10 modules — only pay for what you need. Tax prep, resolution, credit repair, ITIN, formation, bookkeeping, notary, registered agent, tax planning, websites. Add more anytime.
Add your logo, connect your domain, customize your colors. Your clients see your firm — not ours. White-labeled portal, white-labeled emails.
Clients upload documents, complete organizers, sign forms, and track progress — all from your branded portal. You manage everything from one dashboard.
Import your entire client list from ProSeries, Drake, Lacerte, or UltraTax with one CSV upload — firms move 2,500+ clients in an afternoon. Returning clients arrive with prior-year data already in place.
Works alongside ProSeries, Drake, Lacerte, UltraTax, CrossLink, TaxSlayer Pro, and ProConnect.
See How Migration Works25+ AI features across every module — from reading client documents to watching your entire pipeline.
Clients upload W-2s and 1099s. AI reads them instantly — extracting wages, withholding, employer info — and fills forms automatically.
Jobs advance through your pipeline automatically. When documents arrive, AI moves the job forward and notifies your team.
AI fills IRS forms — 2848, 433-A, 656, SS-4, W-7 — from case data. Staff reviews and submits, not types from scratch.
Monitors your entire pipeline. Flags bottlenecks, overdue jobs, and 48-hour communication gaps before they become problems.
Clients send documents, ask questions, and get status updates in WhatsApp — the app they already open every day.
English and Spanish production-ready today, with Polish, Chinese, Tagalog, Korean, and French unlockable per firm.
Every client screen is designed for a phone first — camera uploads, electronic signing, and refund tracking from any device.
Per module, per user, per month. Bundle discounts up to 20%.
Modules From
$20/user/mo
Available Modules
10
Bundle Savings
Up To 20%
Base Platform Fee
$0
No base fee, no per-client fee — just 3% on client payments processed through the platform.
SaintCoreTax is built by a working tax firm — and before the January 2027 launch we're onboarding 10 founding firms who want a real say in what gets built.
SaintCoreTax Services prepares and files returns for individuals and businesses. Submit your documents, review your return, and electronically sign from any device. Every return is hand-reviewed by a licensed professional and includes $1,000,000 audit defense.
14-day free trial. No credit card. Set up in under 5 minutes.