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Work as a sample tax preparer. Or open a client return below. You do not need to sign in.
Example cases
Each example is a fictional household or business. The work is already done. Open one to see each panel, the saved results and the pages it makes.
Accounting
The return
A home builder's 2026 return
This year's return, worked out in full to plan the year's taxes. The Maryland return sits beside it, and every state is compared.
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Confirming before filing
A return with an open item to confirm
A 2026 return worked out in full. Before filing, it names the one fact still missing.
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The company's return
A dental practice's company return
The owner's pay, the Maryland tax the company pays for the owner, and the K-1 that sends the profit home.
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Start with your own facts
An empty case for a household or business you describe. It starts with a few short questions.
Start with your own factsTours and screens
The phone app, screen by screen
The client's own app, from sign-in to their documents.
See the screensThe professional's workspace
Today, Clients, a household, Work, Workspace and More, as an advisor at a fictional firm sees them.
Watch the tourWhat your client sees
The client portal as a member of a fictional household sees it: home, family, the estate on file and the team.
Watch the tour