By job
Automations for Tax Preparers
Prepare tax returns for individuals or small businesses.
O*NET occupation: Tax Preparers (13-2082.00). The software list and tasks below come from that record, not from guesswork.
Built for tax preparers
Runs on software tax preparers already use
Matched through the tools this occupation is documented as using.
- QBXTMade to order
QuickBooks weekly finance KPIs → Excel table + Microsoft Teams post
Reporting & dashboards$99 - HQBCUSMade to order
HubSpot Closed Won → QuickBooks customer, ClickUp onboarding + Slack #wins
Sales & CRM hygiene$199 - HQBMade to order
HubSpot deal Closed Won → QuickBooks Online invoice + number back on the deal
Invoicing, payments & bookkeeping$99 - QB{}In build
New QuickBooks Online customer → record created in any app with an API
Data sync & backups$49 - OAITMade to order
Outlook inbox → AI triage into categories + urgent alert in Teams
Email triage & inbox$99 - ONCTMade to order
Outlook shared inbox → Claude draft reply saved in the thread + Teams ping
Email triage & inbox$199
Software tax preparers use that we connect
- QBQuickBooks Online
- XMicrosoft Excel
- WMicrosoft Word
- OMicrosoft Outlook
What we can build for tax preparers
The job’s documented tasks, most important first. Each is a request away.
- Compute taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables.Quote it
- Use all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum.Quote it
- Furnish taxpayers with sufficient information and advice to ensure correct tax form completion.Quote it
- Interview clients to obtain additional information on taxable income and deductible expenses and allowances.Quote it
- Prepare or assist in preparing simple to complex tax returns for individuals or small businesses.Quote it
- Review financial records, such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.Quote it
Something specific to how you work?
Describe the apps and the outcome. A fixed quote and a delivery date come back within one business day, and the build is yours to keep.
Request a build for tax preparers