The return workflow
your firm runs on.
One workstation for the whole return — intake to e-file — with an IRS-grounded assistant and security built in.
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Everything a preparer needs, in one place.
Built with tax firms, not adapted from a generic CRM. Every screen is the return.
One-screen returns
Tree navigation, a live facts model, autosave, and a compute engine that shows its work — no tabbing between disconnected forms.
Cornelius, your almanac
A federal-tax assistant that answers from the IRS instructions and publications and cites the exact page it read — grounded, never guessed.
Diagnostics that block
Due-diligence checks and print-cited diagnostics catch the problem before the return leaves the firm — with a link to the IRS source.
Client data is sealed, not just stored.
Taxpayer identity is some of the most sensitive data a business holds. WandeTax is built around that from the schema up.
- ✓Encrypted TIN vault. SSNs and EINs are encrypted per firm; staff see only the last four unless a logged reveal is authorized.
- ✓Tamper-evident audit log. Every action is written to an append-only, hash-chained ledger — permanent, ordered, attributable.
- ✓MFA-gated staff access. Every staff login clears a second factor before it can reach a single client's records.
- ✓Tenant isolation. One firm's data is invisible to another at the database level, enforced on every query — not by application code alone.
WandeTax's controls are built to SOC 2 criteria and continuously evidenced in CI. The live control counts, the evidence chain and the external witness are published daily on our trust page.
Are you a client?
If your preparer uses WandeTax, your documents and messages live in the client portal.
See it on your own return types.
A short walkthrough, set up around the returns your firm actually files.