Repositax, Inc.

We designed Repositax to revolutionize the efficiency of preparing annual tax returns. We have decades of experience on both the Tax Preparer and the Client sides of the relationship and put all this experience into our application.

Our tax prep management system sits in between the Tax Preparer and their Clients and captures all of the activities in a single secure Shared Workspace, including timelines, return status, questionnaires, document management, financials, messaging, return review process and e-signatures on the Engagement Letter and e-File Authorization.

The workspace has the identical view on both sides, so both sides are actually engaged in the same process flow, improves communications, eliminates emails and reduces misunderstandings. This then increases the efficiency of preparing the returns.

Ensuring that the Clients are actually engaged in the process is critical to improving accuracy, reducing errors and increasing their commitment to your Firm.