Save an average of 1.3 hours per business return
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.
[ Import ]
Import your clients’ accounts and let our auto-mapping technology go to work for you.
[ Adjust ]
Post book AND tax journal entries, then customize a report to send to the bookkeeper/business owner.
[ Review ]
Review reports organized in the exact order of the tax return, while easily reconciling book-to-tax F/S.
Watch a quick overview…
Import financials directly from one of our integration partners or import from an excel trial balance or income statement and balance sheet.
Auto-mapping technology will set the correct mappings for you, allowing you to move on to more important tasks.
Adjust any mappings, add sub accounts, workpaper references and more. Save even more time by utilizing our bulk actions menu!
Post book and tax journal entries with ease. You can even import entries from the prior year!
Reports are organized in the exact order of the tax return, making your job easier.
Export reports to pdf or excel, or save directly to your regroupTAX document storage for easy retrieval. You can export all active reports with a single click!
Export accounts to a variety of tax software. We currently offer exports tailored to CCH Axcess and CCH ProSystem fx, with more integrations in the works!
Integration partners
More Features
30-day free trial - no credit card required
Unlimited users
Anytime, anywhere access
Unlimited client document storage
No software to install or maintain
Accounting and tax software neutral
Keep client-specific notes in one place
what our clients say...
