Data Fortress Collection
Tax Preparation Collection
Complete practice management for tax preparers, enrolled agents, and CPA firms covering client management, return tracking, document control, compliance, and billing.
Complete practice management for tax preparers, enrolled agents, and CPA firms covering client management, return tracking, document control, compliance, and billing.
| Template | Purpose | Features |
|---|---|---|
| Clients Active |
Master directory of all tax preparation clients including individuals, couples, and business entities with full contact information and filing profiles. | Clients Directory Action Log Attachments Image Calendar |
| Client Onboarding Active |
Track the onboarding process for new tax preparation clients from initial contact through first return completion. | Client Lookup List Tab 3 File Attachments Calendar |
| Engagement Letters Active |
Manage engagement letter agreements between your firm and each client specifying scope of services, fees, and responsibilities. | Client Lookup Action Log 2 File Attachments Calendar |
| Referral Sources Active |
Track referral sources that bring new clients to your tax preparation practice including professionals, existing clients, and marketing channels. | Referral Contact Contact Action Log Transactions Calendar |
| Client Communication Active |
Log all client communications including calls, emails, portal messages, and in-person meetings for a complete interaction history. | Client Lookup Action Log 1 File Attachment Calendar |
| Individual Returns Active |
Track Form 1040 individual income tax returns from preparation through filing for each client and tax year. | Client Lookup Action Log Transactions Attachments 2 File Attachments Calendar |
| Business Returns Active |
Track business entity tax returns including Forms 1120, 1120-S, 1065, and 990 from preparation through filing. | Client Lookup Action Log Transactions Attachments 2 File Attachments Calendar |
| State Returns Active |
Track state and local income tax returns filed alongside federal returns for clients with state filing obligations. | Client Lookup Attachments 1 File Attachment Calendar |
| Extensions Active |
Track tax return extension filings for clients who cannot meet original filing deadlines. | Client Lookup 1 File Attachment Calendar |
| Amendments Active |
Track amended tax returns (Form 1040-X, 1120-X) filed to correct errors or claim missed deductions and credits. | Client Lookup Action Log Attachments 2 File Attachments Calendar |
| Prior Year Returns Advanced |
Archive prior year tax return summaries for clients to maintain historical filing records and support multi-year tax planning. | Client Lookup Attachments 1 File Attachment |
| E-Filing Status Active |
Track electronic filing status and IRS acknowledgment for all e-filed returns including acceptance, rejection, and resubmission. | Client Lookup Action Log Calendar |
| W-2 Wage Statements Active |
Record W-2 wage and tax statement details for each employer per client per tax year for accurate return preparation. | Client Lookup 1 File Attachment |
| 1099 Income Sources Active |
Record 1099 series income documents including 1099-NEC, 1099-MISC, 1099-INT, 1099-DIV, 1099-R, 1099-B, and other variants. | Client Lookup 1 File Attachment |
| Deductions Tracker Active |
Track itemized deductions and above-the-line adjustments for clients to maximize tax savings and support audit defense. | Client Lookup Attachments |
| Estimated Tax Payments Active |
Track quarterly estimated tax payments (Form 1040-ES) for clients with income not subject to withholding. | Client Lookup Transactions Calendar |
| Depreciation Schedules Advanced |
Track depreciable assets and their depreciation schedules for business clients and rental property owners. | Client Lookup Transactions |
| Rental Properties Advanced |
Track rental property income, expenses, and Schedule E details for clients with residential or commercial rental real estate. | Client Lookup Transactions Attachments |
| Tax Documents Active |
Central repository for all client tax documents received during the preparation process including forms, statements, and supporting records. | Client Lookup Attachments |
| IRS Correspondence Active |
Track all IRS and state tax authority notices, letters, and correspondence received by or on behalf of clients. | Client Lookup Action Log Attachments 2 File Attachments Calendar |
| Power of Attorney Active |
Track Form 2848 Power of Attorney filings and Form 8821 Tax Information Authorizations for client representation before the IRS. | Client Lookup 2 File Attachments Calendar |
| Client Organizers Active |
Track annual tax organizer questionnaires sent to clients to collect tax information and document changes from prior year. | Client Lookup List Tab 2 File Attachments Calendar |
| Preparer Notes Active |
Internal working notes and memos documenting preparer research, tax position decisions, and judgment calls made during return preparation. | Client Lookup |
| Tax Deadlines Active |
Master calendar of all federal, state, and local tax filing and payment deadlines for the current tax season. | Action Log Calendar |
| Quality Review Active |
Document the quality review process for each tax return including reviewer findings, corrections required, and sign-off before filing. | Client Lookup List Tab |
| CPE Tracking Advanced |
Track Continuing Professional Education credits for CPAs, Enrolled Agents, and other credentialed staff to maintain active professional licenses. | Action Log Transactions Attachments Calendar |
| Regulatory Updates Advanced |
Track tax law changes, IRS guidance, revenue rulings, and regulatory updates that affect your practice and client advisory. | URLs 1 File Attachment |
| Tax Planning Advanced |
Document year-round tax planning strategies and projections for clients to minimize future tax liability through proactive planning. | Client Lookup Action Log Calendar |
| Staff Directory Active |
Master directory of all firm staff including tax preparers, reviewers, administrative personnel, and seasonal employees with credentials and assignments. | Staff Members Directory Action Log Image Calendar |
| Fee Schedule Active |
Maintain your firm's standard fee schedule for all tax preparation services including base prices, add-on fees, and special pricing tiers. | |
| Billing Tracker Active |
Track invoicing, payments, and accounts receivable for all tax preparation services rendered to clients. | Client Lookup Action Log Transactions 1 File Attachment Calendar |
| Audit Support Advanced |
Track IRS and state audit engagements including examination scope, information document requests, and resolution through closing agreements. | Client Lookup Action Log Transactions Attachments 2 File Attachments Calendar |
Staff Directory also serves as a contact directory. All templates can use Related Information for ad-hoc record-to-record linking across the entire database.
To activate: Open template browse, find the template, uncheck Inactive.
Import TaxPreparation.json into Data Fortress. All 32 templates are created instantly with 25 active and ready to use.
Open Clients from Favorites and enter your client roster with filing status, type, and contact details. This is the hub everything connects to.
Add your preparers to Staff Directory and configure your pricing in Fee Schedule. This enables workload tracking and consistent billing.
Populate Tax Deadlines with all federal and state due dates. Calendar integration ensures nothing gets missed during the busy season.
For each client: send engagement letters, distribute organizers, collect source docs, prepare returns, run quality review, e-file, and bill.
As your practice grows, activate Depreciation Schedules, Rental Properties, Tax Planning, Audit Support, and other specialized templates.
This collection is a professionally designed starting point, not a locked system. Every template, field, and menu assignment is yours to customize to match how your tax practice actually operates.
Build your own templates from scratch for anything not covered — extension tracking sheets, estimated payment calculators, amended return logs, IRS correspondence trackers, or client referral source records.
Fine-tune any template: change field labels, enable or disable features, update purpose text, or reassign menus. Make each template fit your specific workflow.
Delete templates you don't need, or simply toggle them to Inactive to hide them from menus and browse views without losing the design for later use.
Combine templates from multiple collections or mix collection templates with your own custom creations for a system that's uniquely yours.
This collection grows with you, whether you're launching your first tax practice or managing an established multi-preparer firm.
You're starting a tax practice or going digital for the first time. These templates teach you what records to keep and how professional tax firms manage clients, deadlines, and compliance. Get productive immediately at minimal cost with no subscription fees.
As your client base grows and return complexity increases, customize templates to match your evolving workflow. Activate advanced templates when ready. Data Fortress scales with you without pressure to upgrade or migrate.
When you adopt tax software like Drake, ProConnect, or UltraTax CS, Data Fortress fills the gaps. Keep using templates for client management, document tracking, engagement records, and more. Create new templates to bridge systems.
No vendor lock-in. No subscription fees. No per-return pricing. Your data, your way, at every stage.