One platform for the entire tax & bookkeeping workflow.
Organizers, delivery & e-sign, and reasonable-comp — bundled at one flat price. Replace your SafeSend + RCReports stack, and every per-signature fee along with it.
The modern replacement for the tax-tech stack
Stop paying three vendors to do one job.
A typical firm stitches together a scanner, a delivery tool, and a comp-study service — each billed separately, each with its own per-unit meter. Debits does all of it, on one login, for one price.
Debits- Everything above, bundled — prep, delivery, e-sign & comp
- Unlimited e-signatures included — no per-signature fee
- Reasonable-comp built in — no per-report charge
- Dormant clients are free — only pay for who you work on
The whole engagement, start to finish.
From the first organizer to the signed 8879, every step lives in one place — and the AI does the busywork. Click through the workflow.
S-Corp Officer — Analysis
Package assembled
Return, K-1s & payment vouchers bundled automatically.
Delivered to client portal
Branded, mobile-friendly. Client notified by email.
E-signed — unlimited & free
Optional KBA identity check is $1/signer, your call per return.
Filed & archived
Signed docs saved to the binder with an audit trail.
Live in a day. Switching is simple.
No rip-and-replace project. Import your full client list free, connect QuickBooks, and pick up your engagements where you left off — whether you're coming from SafeSend, RCReports or TaxDome.
Import & connect
Bring in your full client list at no cost, connect QuickBooks, and pick up your engagements where you left off.
Collect & prep
Conditional organizers go out, source documents come back into the client's portal, and you track completion in real time instead of chasing the missing pieces.
Deliver & get signed
Assemble the return with K-1s and vouchers, deliver to a branded portal, and collect unlimited e-signatures — no add-on fee.
Tax and bookkeeping, under one roof.
Buy them independently or together — each on its own clean, predictable line.
Bookkeeping that runs itself
Clients answer their own uncategorized transactions; approvals sync back to QuickBooks two-way. Month-end close checklists, live financial statements, and client-ready reports.
Client portal
Branded with your firm's logo & colors, and mobile-friendly. Clients upload documents, e-sign, and pay — all in one place.
Integrations
QuickBooks and Adobe Acrobat — connected out of the box, with no per-integration fee.
Run the whole firm — not just the return.
From the first proposal to the paid invoice, the back office runs in Debits too. Your client CRM, proposals and billing — all on one platform, working for both suites, and included with every plan.
Clients & Prospects
214 activeInvoice #1042 — Ortega LLC
PaidProposal — Ortega LLC
SignedTeam & Permissions
Unlimited seatsFirms that switched aren't going back.
“Before switching to Debits, our tax prep stalled every February because paper organizers came back half-blank and we spent weeks chasing missing documents over email… With the dynamic branching in the tax organizers, clients skip non-applicable questions and actually complete them… the Workflow Board lets me spot bottlenecked reviews instantly.”
“Managing tax season used to mean constantly interrupting my team just to track down the status of a return. The Workflow Board gives me instant visibility so I can immediately spot which returns are getting stuck in review before they become an emergency. Between the dynamic branching in the tax organizers that actually gets completed and being able to deliver return packages, K-1s, and vouchers for e-signature without counting per-signature costs, our entire turnaround time from intake to filing is half of what it used to be.”
“Categorizing client expenses used to mean digging through messy monthly email threads to figure out a single transaction. Now, clients answer directly in the portal and we bulk-approve everything straight back into QuickBooks. Year-end used to start with a chaotic audit to see who crossed the 1099 threshold, but having real-time threshold tracking and no-login vendor W-9 links made January run on autopilot. Enforcing the same month-end checklist across the whole team keeps our work consistent no matter who handles the close.”
“Ad-hoc closes used to depend entirely on whoever wrapped up the file last month and what they managed to remember. Enforcing the exact same checklist across our entire team means the work comes out consistent regardless of who picks it up. Starting from the AI flux commentary draft beats staring at a blank screen every single time, and the multi-tier sign-off keeps our review process completely airtight.”
Built for the people who guard the data.
You hold your clients' most sensitive records. Debits protects them with bank-grade encryption, granular staff permissions, and a full audit trail on every action.
- Encryption in transit and at rest on your client data
- Granular role-based access — owner, staff & read-only auditor roles
- Full audit trail — every action logged, who touched what and when
- Your data stays yours — never sold, never shared
Your data, locked down
Enterprise-grade practices so an IRS audit — or a client's due-diligence review — is never a worry.
One price for the entire tax workflow.
No modules. No per-signature fees. No mid-season surprises. You only pay for the clients you actually work on — dormant clients are always free.
See your firm's price in 60 seconds.
Start a free trial and import your clients at no cost — moving off your old stack takes minutes, not a project plan.