Built by CPAs for CPAs.

Tired of using excel to create tax workpapers? Looking for standardization across your workpaper files? Ready to save time on tax prep and review?

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.