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Built by CPAs for CPAs.

Looking for a replacement for ATB? Tired of using excel to create tax workpapers? Looking for standardization across your workpaper files? 

The regroupTAX app was built by CPAs with tax prep/review in mind. Create paperless, consistent workpapers that can be accessed anytime, anywhere and minimize data entry using our import/export functions.

[ 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.


Ready to try it out for 30 days?


what our clients say...

HPC is a 100% cloud-based accounting and tax firm and our partners must have the same approach. Regroup’s cloud workpaper solution allows us to export directly from Xero and then into our tax return software. The time savings from Regroup’s 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, CPA Tax Specialist at HPC CPA
I think the software is great. The Xero integration works well, and the speed at which I could process clients with prior year data was incredible.
— Avery Dorland Owner at Paul Bunyan Tax Services
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

FEATURED IN

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Association of International Certified Professional Accountants + CPA.com Startup Accelerator - Press release

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