Streamline Your Workflow and Elevate Your Tax Practice with 2-Clicks

Introducing 2-Clicks, a tool that simplifies your workflow, enhances quality control, and empowers your team to work smarter.
With 2-Clicks, it’s time to say goodbye to complex processes, scattered documents, or workflow bottlenecks.

What makes us DIFFERENT?

The 2-Clicks Advantage

Instantly access critical data usually with just two clicks, saving valuable time and simplifying your workflow.

Real-time Workflow Tracking

Our Workflow module provides firm-wide, real-time insights, ensuring you always know where every return stands.

Advanced Quality Control

Our Prep and Review module embeds quality assurance at every stage, minimizing errors and risks.

Effortlessly Obtain Client Tax Information

The Questionnaire module allows you to collect essential tax information faster, securely, and paper-free.

Works Anywhere

Whether in the office or remote, 2-Clicks keeps your team connected and productive, enabling smooth, uninterrupted workflows from any location.

Customizable & Flexible

Tailor workflows and templates to meet your firm’s unique needs, ensuring accuracy and consistency.

Customizable, Digital Client Questionnaires

Digitally obtain client information with tailored, paperless questionnaires, saving valuable time and minimizing the need for intake meetings.

Empowered, Productive Staff

With clear-cut workflows, customizable tools, and fast access to essential data, your team will work more confidently and efficiently, increasing productivity across your firm.

Scales with Your Firm:

Built to grow with your firm, 2-Clicks ensures you can expand seamlessly while maintaining peak efficiency.

What is 2-Clicks?

2-Clicks is a powerful workflow solution designed to simplify tax processes and elevate quality control—without the complexity of traditional software.