Filing Readiness Checklist

Know exactly how close you are to being ready to file.

How it works

Generates a personalized filing-readiness checklist for your entity and jurisdictions, tracks progress on each item, and gives you a single readiness score so you know if you can file this week — or if you need an extension.

You bring

Entity type
States
Tax year
QuickBooks connection (optional)

You get

Readiness score
Open-items list
Extension recommendation

Example

Prompt

"Where are we on our 2025 filing readiness?"

Output

Readiness 82%. 5 open items. Recommendation: file by Mar 25 or request extension.