replacement for atb

RegroupTAX is a cloud-based solution built by practicing CPAs to solve similar problems identified by the creators of Accountant's Trial Balance.

RegroupTAX eliminates data entry and standardizes the tax prep/review process, all in a paperless environment. 

Tax professionals are able to quickly import taxpayer financials, post tax adjustments, and export trial balance data for tax software.

RegroupTAX saves tax professionals an average of 1.3 hours per business tax return.

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Built by CPAs for CPAs

[ Trial Balance ]

Assign each book account with a tax line, grouping accounts based on the tax return.

[ journal entries ] 

Post book AND tax journal entries, then customize a report to send to the bookkeeper/business owner. 

[ tax-Basis Reports ]

Review reports organized in the exact order of the tax return, while easily reconciling book-to-tax F/S.


join us for a 30-minute live demo...

This 30-minute webinar is designed to give you a quick tour of the regroupTAX app, with tips and tricks from fellow tax pros to help you automate and standardize your business tax prep/review process using xero + regroupTAX


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what our clients say...