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SaintCoreTax started with a simple frustration: why do tax firms still juggle five different tools to run their practice? We built the platform we wished existed — one system for tax prep, resolution, credit repair, and everything in between.
SaintCoreTax was founded by Solomon Amoah and SAINT CORE HOLDINGS LLC, born from a real frustration with the state of software available to tax and financial services firms. The existing tools were fragmented, outdated, and built without regard for how a modern practice actually operates — forcing firms to stitch together five different systems just to get through a single tax season.
The tools available to firms were either outdated desktop software with no client portal, or expensive enterprise systems that took months to implement. Small and mid-size firms were stuck duct-taping solutions together — one tool for document collection, another for e-signatures, a third for payments, and none of them talked to each other.
So we built SaintCoreTax: a modern, multi-tenant platform where firms can manage their entire practice from one dashboard. Every module — from tax preparation pipelines to CROA-compliant credit repair billing — was designed from the ground up around how firms actually work. No legacy assumptions. No bloat. Just the tools firms need, built right. Launching January 2027.
2024
Identified the gap — tax firms deserve better software
2025
Platform architecture designed around real firm workflows
2026
Platform launched — firms onboarding nationwide
2027
Expanding nationwide — payroll, advanced AI, and mobile app enhancements
We are not a generic practice management tool. Every decision we make is informed by real firm operations.
Every feature is designed around how tax firms actually operate — from multi-staff pipelines to client-facing portals that carry your brand.
AES-256 encryption, complete tenant data isolation, IRS Publication 4557 compliance, and SOC 2-aligned infrastructure. Your clients' data is safe.
Document extraction, auto-classification, and intelligent routing eliminate hours of manual work per return, so your staff can focus on advisory.
Every firm gets its own isolated environment — separate data, branding, pricing, and configuration. No data ever crosses tenant boundaries.
CROA-compliant credit repair billing, KBA-verified e-signatures for Form 8879, WISP-ready audit logs, and FTC Safeguards Rule adherence baked into the platform.
Real-time dashboards show revenue by service, preparer productivity, pipeline bottlenecks, and client retention — the metrics that drive profitable firms.
