Our Mission

We empower tax professionals

We believe that tax professionals deserve better tools. Our mission is to eliminate the tedious, manual work of document collection and client management, so you can focus on what you do best: providing expert advice and growing your practice.

Meet our team

Founded by a team of tax pros and tech enthusiasts who were tired of the status quo.

  • Michael Scott

    Co-Founder & CEO

  • Pam Beesly

    Co-Founder & Head of Product

  • Jim Halpert

    Head of Engineering