Now part of FirmFlow

TaxBolt is now the FirmFlow Tax module

Everything TaxBolt did for tax preparers — tax-season intake, per-return document checklists, return status tracking from intake to e-filed, e-signature collection, and deadline alerts — now lives inside FirmFlow, the AI office manager for accounting firms.

As the FirmFlow Tax module it sits on top of the same Core that handles document chasing, deadline tracking, email triage, client onboarding, and billing for your whole firm, so tax season and the rest of the year run on one system.

The Tax module is included in the Core + Tax plan at $249/mo, with a 14-day free trial and no credit card required.

Explore the Tax module on FirmFlow.ai Plans start at $99/mo · See FirmFlow pricing