TaxMachine
Client files, worksheets and deadline tracking for tax preparers, offline.
Built for independent tax preparers and small tax offices. Runs on Windows, Linux and Android in Chrome or Edge. Not supported on Apple devices (iOS/Safari can erase local app data).
The problem
- Client intake details end up spread across paper organizers, emails and folders.
- Keeping track of filing deadlines and extensions for every client is a constant worry in season.
- Chasing missing documents means checking each client's file by hand.
- Many preparers are uneasy keeping sensitive client data in someone else's cloud.
What it costs today:
- Time spent hunting for client information is time not spent preparing returns.
- A missed deadline or extension can mean penalties for clients and lost trust in your office.
- Chasing documents late in the season creates rushed work and more chances for mistakes.
How TaxMachine solves it
- TaxMachine keeps client files and intake organizers together in one place.
- Built-in deadline and extension tracking shows what is due for each client.
- A document checklist per client shows what has come in and what is still missing.
- It runs offline on your own computer, so client data stays with you, with one-click backup and restore.
What's inside
Client records with intake organizers in one place.
Worksheets and calculators for preparing returns.
Track filing deadlines and extensions for each client.
A checklist per client of documents received and still needed.
Save and restore your data in one step.
Client data stays on your computer.
How it works
- Open the TaxMachine file in Chrome, Edge or Firefox on Windows, Linux or Android.
- Enter your business license key. One key covers every user and device at your business.
- Add your clients, their organizers and their document checklists. Everything is stored on your device.
- Back up with one click and buy a new 30-day or 1-year key when yours ends. Nothing renews automatically.
Licensing
One license per business: every user and every device at your business is covered, never per seat. Buy a 30-day key ($100), a 1-year key ($1,000), or any length from 1 to 12 months (5% off from 3 months, 10% off from 6). Each key is a single payment and does not renew automatically; you are never charged again unless you buy another key. Your key is emailed as soon as payment clears. Your data stays on your own devices: use the app's Backup button regularly.
Questions? Email harrison@arroweyesystems.com or call (501) 663-3200.