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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, and everything in between.
I earned a Higher National Diploma (HND) in accounting, then spent years in IT and security, healthcare, and photography. A job preparing taxes at a Chicago firm brought me back to the numbers, and I found I loved it again. It also showed me what I wanted: a business of my own, built the way I'd want to be treated as a client.
A real person on your return. A real preparer reviews your return before it's filed.
Open all year, not just tax season. IRS letters, amended returns and business filings don't wait for April, and neither do we.
Your information stays private. Your documents live in a secure, encrypted client portal, so there's no need to email them.
You always know where things stand. Message us or check your return any time, and a real person follows up during office hours.
2024
Identified the gap — tax firms deserve better software
2025
Platform architecture designed around real firm workflows
2026
Platform built and in final testing ahead of launch
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, a private client portal, and security that follows the IRS rules in Publication 4557. 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.
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.
Start your 14-day free trial and run your practice on SaintCoreTax. No credit card required.