iTaxPreparer is the practice management platform built for tax professionals who refuse to compromise on quality. Powered by Meridian — the AI intelligence layer that organizes documents, guides preparation, reviews returns, and produces client-ready deliverables.
One system. Every role. Every stage.
Your clients get a single place to manage their entire tax engagement — upload documents, track progress, sign forms, make payments, and communicate with their advisor. Intuitive prompts make adoption effortless. For clients who are reluctant, your preparer can walk through the intake in minutes on a phone call. Meridian AI answers client questions inside the portal, reducing support calls and building confidence throughout the engagement.
Client intake flows directly into the preparer workspace — documents sorted by type, a pre-populated preparation workbook generated from the data, and a clear sequence of what to enter and where. The preparer starts 60–80% complete before touching the file. Meridian AI walks them through each section, flags discrepancies against prior year, and builds real preparer expertise with every engagement.
When a return is complete, Meridian runs a line-by-line AI review against prior year and flags every variance. The Strategy Scan identifies missed planning opportunities — entity restructuring, retirement optimization, Roth conversion windows — ranked by impact with IRC authority. Meridian drafts the Advisory Opinion and client communication automatically. The advisor reviews, applies judgment, and delivers a branded deliverable that demonstrates value and opens the door to recurring advisory.
Every engagement visible on a seven-stage pipeline board — the owner knows exactly where every job stands without asking anyone. Revenue intelligence shows fees quoted, collected, outstanding, and advisory conversion rates. Staff activity tracking surfaces who is moving work forward and where bottlenecks exist. Deadline alerts, real-time activity feeds, and firm-level economics turn a practice into a business the owner can plan from, not just run.
Every client engagement follows the same documented standard — from intake through findings delivery. Meridian manages the workflow. Your team executes with precision.
Portal provisioning, conversational questionnaire, document collection
Advisor confirms facts, closes bundled assessment + preparation engagement
AI cataloging, dead page removal, preparer workbook population
Guided data entry alongside UltraTax CS in correct sequence
Prior year cross-reference, variance flagging, workpaper alignment
Full advisory inventory scan ranked by dollar impact
Client-ready deliverables: advisory opinion, cover letter, planning memo
Meridian catalogs uploaded documents, removes dead pages, extracts data into a structured preparer workbook. Your preparer opens UltraTax with everything organized and ready.
Phase-scoped AI sessions walk the preparer through each return in the correct data entry sequence. S-Corp: entity → shareholders → income → expenses → balance sheet → equity. Every time.
After review, Meridian scans the completed return against the full advisory inventory — Solo 401(k), accountable plans, health insurance structuring, HSA, Roth conversion, entity optimization — and ranks strategies by dollar impact.
Meridian guides preparers through the analysis. It builds their skills through every return — it doesn't automate them out of the process.
Circular 230 standards enforced at every gate. IRC authority cited on every recommendation. Advisor sign-off required before anything reaches the client.
Every engagement surfaces advisory opportunities. Tax opens the room. The conversation expands into investments, insurance, estate planning, and entity structuring.