A solution built by CPAs for CPAs


Import Balance Sheet/Income Statement OR Trial Balance from various accounting software without manipulation.

Learn More →


Review reports organized in the order of the tax return, easily reconciling book-to-tax financials.

Learn More →


Export a compatible excel file for direct import to CCH Axcess and CCH ProSystem fx.

Learn More →

I love reviewing regroupTAX’s reports. It takes me half the time to review the return because all of the book accounts are grouped in the order of the tax return.
— Andi Keesling, CPA - Tax Manager at Gatto, Pope & Walwick, LLP
The time savings from RegroupTAX’s Xero integration allows us to focus on planning and advisory versus compliance giving our clients more insight to how their business operation will impact their corporate or personal taxes.
— Tim Cofrin - Tax Specialist at HPC CPA
To have workpapers that are clearly summarized by amount and in the order of the tax return allows you to very quickly move from confirming the preparer’s input to reviewing actual tax items and issues, which is what provides value to the client.
— Eric Gregg, CPA - Tax Manager at Gatto, Pope & Walwick, LLP