Free Tools for Tax Preparers
Get instant insights without signing up. Calculate your savings, assess your risk, build better client workflows.
Subscription Stack Calculator
See how much you could save by consolidating your tools
Penalty Risk Calculator
Understand your IRS penalty exposure from filing errors
Document Checklist Builder
Generate a bilingual document checklist for any client type
EIC Eligibility Estimator
Quick calculator for clients on the Earned Income Credit
IRS Notice Decoder
Upload an IRS notice and get a plain-language explanation in English or Spanish
Missing Document Reminder Generator
Generate professional bilingual reminder messages for clients with missing documents
WISP Template Generator
Generate a customized Written Information Security Plan for IRS compliance
Form 8867 Due Diligence Checklist
Create a secure browser-local sign-off for refundable-credit and HOH files
PTIN + WISP Readiness Checker
Check WISP and safeguard records before renewal season
IRS Notice Deadline Tracker
Build a notice response checklist without uploading the notice
EFIN Audit Readiness Checklist
Review access, device, MFA, backup, and safeguard records
Tax Office Intake Readiness Grader
Grade document collection, bilingual instructions, follow-up, and signatures
Spanish Client Script Generator
Generate Spanish-first client messages for common tax office workflows
Client Follow-Up Checklist Builder
A practical checklist for small tax offices that need a repeatable followup workflow before a return stalls.
Ready for the full platform?
Intaxion handles intake, document processing, and Form 8867 support. Founder is annual-only at $190/year - limited to 15 founder offices.