Automatic deadline engine
Add a client and enrol them in services. TaxOnPad generates every filing period and due date — federal, state and payroll — and recalculates when anything changes.
Built for CPA & tax firms
Every client filed on time.
TaxOnPad is the practice-management system that calculates every federal, state and payroll deadline for you, shows your team what is due today, and keeps clients in the loop.
Deadlines calculated automaticallyClient portal includedEncrypted credential vault
DashboardWork StatusClientsChatInvoicesVault
128Open periods
6Overdue
14Due in 7 days
212Filed this year
| Client | Filing | Due | Status |
|---|---|---|---|
| Northwind Traders LLC | Sales Tax · GA | Sep 20 | Overdue |
| Harbor Dental PC | Payroll · 941 | Oct 31 | In progress |
| Blue Ridge Logistics | Estimated Tax | Sep 15 | Awaiting docs |
| Maple & Oak Studio | Form 1120 | Oct 15 | Review |
| Summit Fitness Inc. | Sales Tax · NY | Sep 20 | Filed |
Deadlines recalculated
●6 overdue · 14 due this week
What is TaxOnPad?
TaxOnPad is practice-management software for CPA and tax firms. You add a client and enrol them in services such as sales tax, income tax, estimated tax or payroll compliance, and TaxOnPad generates every filing period and due date for the states involved. Your team then works from one status board, while clients follow progress in their own portal. See how firms use it.
Covers Sales tax by stateIncome tax returnsEstimated taxPayroll complianceState registrationsExtensions
The problem
Deadlines shouldn't live in spreadsheets and inboxes.
Tax firms juggle dozens of due dates per client across federal, state and payroll. One missed filing means penalties and lost trust. TaxOnPad turns that chaos into a single, always-current board.
Work Status board
One board for every client and period. Prioritised statuses, overdue flags, custom status types and a full history of who changed what.
Federal, state & payroll
Sales tax by state and frequency, income tax returns, estimated tax, payroll compliance and state registrations in a single calendar.
Client registry
Companies, officers, owners, employees and EINs in one place. Import your existing list from Excel instead of retyping it.
Encrypted client vault
Store client portal logins encrypted behind a PIN. The vault locks itself after a timer, so credentials are never left open.
Client portal
Give each client their own login to see filing status at a glance — fewer “where are we?” emails and calls.
Product tour
See the whole practice at a glance.
Illustrative screens showing how the work flows — from your client list to the filing board to the client's own view.
Know what's due before it's late
The Work Status board lists every client, filing and period with its due date and status, so your team starts each day knowing exactly what to work on.
- Overdue and upcoming flagged automatically
- Matrix and list views for different ways of working
- Extensions handled without losing the original date
| Company | Type | Services | States |
|---|---|---|---|
| Northwind Traders LLC | Multi-member LLC | Sales Tax 1065 | GA, FL |
| Harbor Dental PC | S-Corp | Payroll 1120-S | NJ |
| Blue Ridge Logistics | C-Corp | Est. Tax 1120 | NC, SC, TN |
| Maple & Oak Studio | C-Corp | 1120 | NY |
Security
Credentials locked behind a PIN
Client portal logins sit in an encrypted vault that asks for your PIN and re-locks on a timer.
Client vault · Harbor Dental PC
Unlocked · 04:52IRS e-Servicesharbor.admin
••••••••••State tax portalhdpc-filing
••••••••••Payroll providerpayroll@harbordental
••••••••••Bank portalharbor.finance
••••••••••Re-locks automatically. PIN required to unlock.
Client portal
Clients see progress without calling you
Each client gets their own login to follow their filings and message your team. Fewer status calls, better client experience.
Your filings · Maple & Oak Studio
Form 1120 · TY 2025In review
Sales Tax · Aug 2026Filed
Estimated Tax · Q3Awaiting you
Hi! We uploaded the Q3 bank statements.
Thanks — received. Your estimate will be ready tomorrow.
How it works
From new client to filed — in three steps.
Add the client
Enter the company or import your list from Excel. Form new companies with the built-in wizard.
Enrol in services
Pick federal and state services. TaxOnPad generates every period and due date automatically.
Track & close
Work the board, chat with the client, record status, and keep a full audit trail.
Ready to stop chasing deadlines?
Tell us about your firm and we'll arrange a walkthrough of TaxOnPad.