For CPA firms and tax practices with gambling clients

One link to the client. One review to finish.

The easiest, quickest, most accurate way to reconcile a gambling client. Your staff add the client and send a link; the reading, matching and chasing are done before a preparer opens the file.

First client free for accounting firms: sign up with your work email, or request a firm code. Firm plans are one flat fee for the season. Or see it on one of your own clients ↓

Your first client

Four steps, in order

  1. 01

    Add the client

    Name, email, tax year.

    You1 min
  2. 02

    Send them one link

    One click. They drop the IRS transcript, statements and W-2Gs on a no-login page. Or upload the transcript you pulled yourself.

    Youone click
  3. 03

    Everything is read and matched

    Each W-2G tied to the statement that answers it. What is missing is listed, with the dollars riding on it.

    W2gMatchautomatic
  4. 04

    Review the workpaper

    Clear the findings, send the package. You sign.

    Youwhen ready

Step two is the last thing your staff touch until the review. See where step four starts →

Thirty seconds on why the last W-2G matters

A CPA Matches the Last W-2G Like It's a Title Game. General information, not tax advice.Watch on YouTube

Talk to us

See it on one of your own clients

Tell us roughly what your gambling-client load looks like and we'll show you the reconciled workpaper for one of them. No commitment, and no card.

We use this only to reply to you. No lists, no resale, unsubscribe any time.

Ready now

The Statement Concierge is ready.

We attempt to collect win/loss statements for every client, so your staff do not.

We offer services to do so.

  1. 1One client signatureCovers every operator's request form.
  2. 2Requests every missing statementBy email where the operator takes it; a signed packet, ready to fax or mail, where it does not.
  3. 3Files what comes backEach statement lands against the right client.
  4. 4Tells you what is still outAnd follows up with the operator, so nobody on your staff has to.

What the platform does

Built to stop eating preparer time

  • Transcript cross-checkWhat the IRS holds against what the client sent.
  • Statements tie themselvesEach casino's W-2G total against its own statement.
  • Findings, not surprisesDuplicates, outliers, missing months, wins with no form.
  • An intake address per clientForwarded statements file themselves.
  • A document behind every figurePage-level trail for the second look.
  • The 90% rule, applied onceSame computation on every TY2026 client.

Before you hand over a client's documents

Records first, judgment second

Professional versus casual is never inferred from how much a client bets or which plan was bought. The record is complete and traceable; the decision is yours.

Ready for your next gambling client?

Set up the firm in two minutes. The first client is on us for accounting firms: sign up with your work email.