For CPA firms and tax practices
See it on one of your own clients
The sample file shows a fictional client. The better test is a real one of yours. No commitment, and no card.
The fastest way: run the file yourself, now
Drop one client's W-2Gs, statements and transcript. The workpaper builds while you watch, with nobody on a call. It takes a free firm account; the first client is on us.
- 1Penny replies at onceWith the booking link and what to have ready. A person runs the walkthrough.
- 2Pick one gambling clientIdeally the messiest: many casinos, a stack of W-2Gs, statements missing.
- 3See that client's workpaperThe IRS transcript against the statements, what is missing, and the file you would sign.
Rather write? hello@w2gmatch.com
Open the sample file firstBook a walkthrough
See it on one of your own clients
Penny replies at once with the booking link; pick a twenty-minute slot that suits you. No commitment, and no card.
- Social Security numbers maskedPainted out on every stored document before anyone, or any model, reads it.
- Never used to train AIYour documents are read to extract figures. Nothing is trained on them.
- Put right or refundedIf it does not do what the pricing page says, within 30 days.
- Your firm signs the returnWe organise and reconcile. Filer status and every judgment stay yours.