AI-powered workflow automation for modern CPA Firms.
Transform your practice with intelligent document processing, automated reconciliation, and seamless client collaboration.
Access your workflow management portal.
See How Leading Firms Save Time and Grow Smarter
AI document processing has reduced our prep time by 75%
CTRL+Filing's AI automatically categorizes and processes client documents, saving us 15-20 hours per week during tax season.
Sarah Mitchell, CPA
Mitchell & Associates
•Texas
Our client communication has never been more professional
The automated client updates and document requests have transformed how we interact with our clients throughout tax season.
Robert Chen, CPA
Chen Tax Services
•California
Seamless integration with our existing tax software
CTRL+Filing works perfectly with our ProSystem fx and Drake software, creating a unified workflow that's revolutionized our practice.
Jennifer Rodriguez, EA
Rodriguez Tax & Accounting
•Florida
The practice management features have streamlined our entire operation
From client onboarding to final delivery, CTRL+Filing manages our entire tax preparation workflow with intelligent automation and insights.
Michael Thompson, CPA
Thompson & Partners CPA
•Illinois
Everything you need
From automated document processing to AI-powered client insights and streamlined practice management workflows
Smart Document Processing
AI automatically recognizes, categorizes, and extracts data from tax documents. No more manual sorting - your team focuses on analysis, not data entry. From chaos to organized in seconds.
Automated Reconciliation
Generate formatted reconciliation sheets automatically using previous year data and custom templates. AI creates client-specific workflows, identifies year-over-year changes, and ensures precise schedule-to-return integration.
Client Workflow Automation
Streamline client interactions with branded portals, automated status updates, and intelligent task routing. Keep clients informed while reducing your administrative burden.
AI Review & Validation
AI validates calculations, flags anomalies, and generates review notes automatically. Navigate tax files with auto-generated bookmarks and intelligent organization.
Tax Software Integration
Seamlessly export processed data to your tax preparation software. Our intelligent integration framework ensures accurate, formatted data transfer that eliminates manual entry and reduces errors across your tax workflow.
Assistant
Ask CTRL+Filing anything and get tailored insights into your client data and practice operations. Understand reconciliation patterns, identify process improvements, and streamline your workflow automation.