Meridian's tax module manages every return type through an 8-stage workflow pipeline, from Prospect to Paid, with deadline alerts, document checklists, and year-round tax planning tools built in.
An 8-stage Kanban board for every return type: 1040, S-Corp, LLC, C-Corp, and 990. Drag returns Prospect → Engaged → Docs Requested → Docs Received → In Prep → In Review → Filed → Paid. Deadline alerts within 14 days.
Year-round tax strategy for each client, separate from return preparation. Project liability, run year-end checklists, calculate balance due or refund. The proactive work that separates you from a basic preparer.
Customizable document checklist for every return type. Track received, outstanding, and N/A items with a progress bar and one-click PDF export.
Track quarterly payments per client, federal and state. Set recommended amounts, log actual payments with confirmation numbers, and get automatic underpayment alerts.
Log every notice per client, type, amount, response due date, resolution status. Overdue alerts surface in global notifications. No notice falls through the cracks.
Map all business entities per client, S-Corps, LLCs, partnerships, C-Corps, with ownership percentages, roles, and linked tax returns.
All tax modules are included in every plan. Choose the tier that fits your practice size.