Tax Appointments
Individual, business, amendment. Clients pick the return type and book a time.
Learn more about Online BookingTax Preparation Software
Book appointments during tax season, track documents, and bill per return.
Individual, business, amendment. Clients pick the return type and book a time.
Learn more about Online BookingFiling status, dependents, prior year AGI, carryforwards.
Learn more about Customer ManagementW-2 received, 1099 missing. Track what you need per client.
Learn more about Task ManagementEverything you need to run your tax preparation business in one place.
Tax season is ten weeks of appointments, missing W-2s, and clients calling to ask where their refund is.
Appointment requests flooding in every February
Per-return fees tallied up by hand
Which client is missing a 1099, all in your head
Prior-year details dug out of last year's folder
Clients book appointments straight to your calendar through the season
Per-return pricing, 1040, Schedule C, state, on one invoice
A checklist per client of what's received and what's missing
Filing status, dependents, and carryforwards on every client's record
Tax season is a sprint. Servetty keeps every client and document straight so you keep filing.
FAQs
Quick answers to the things tax preparation owners ask most. If yours isn't here, info@servetty.com.
Flat monthly pricing with no per-user or transaction fees beyond standard card processing. Thirty-day free trial, no credit card needed to start. See servetty.com/pricing for current rates.
Clients pick the return type and a time during the season. It lands on your calendar with a reminder.
Itemize the 1040, Schedule C, and state return as line items. The client sees exactly what each form costs.
Keep a checklist per client of what's received and what's still outstanding. W-2 in, 1099 missing, all in view.
Filing status, dependents, prior-year AGI, and carryforwards live on the client record, with documents attached. Next year starts from this year.