Same name on the door.
A whole new engine behind it.

We built you more than a website. We built the system behind it.

The site your clients land on is the part everyone sees. What makes it earn its keep is everything behind it — the intake, the reading, the filing, the follow-up.

That's the part we built for you. It runs at 11pm on a Sunday, in English or Spanish, without anyone on your end lifting a finger — and it's the part most firms never get.

Your brand out front. A working system underneath.

A front door built to bring you work.

• ✓Six services, each its own page — tax prep, planning, tax debt, bookkeeping, consulting, funding.
• ✓Book a consult right there — no phone tag, no waiting on a callback.
• ✓Upload documents from the home page — sending files is never more than a tap away.
• ✓Built for phones first — that's where most of your clients open it.
• ✓English and Spanish — end to end, not a half-translated afterthought.
• ✓Everything points one place — every action feeds straight into your system, nothing scattered.

A second agent does the heavy lifting.

Once a client signs in to send documents, a second assistant takes over — the one we wired up this week, locked to that client's own login.

• ✓Answers the questions they always ask — "did you get my W-2?", "what am I still missing?" — instantly, from their own file.
• ✓Stays in its lane — never gives tax advice, never quotes a number. That part stays yours.
• ✓Only talks to the right person — each client sees only their own file, with a daily limit.
• ✓Replies in their language — English or Spanish, whichever they type. Fewer back-and-forth calls before you open the return.

It's reading a checklist — yours.

Twenty-two document types. As each file comes in, the box ticks itself — no one checking by hand — and the assistant reads this same list to tell a client what's still missing.

Documents come in clean — the first time.

• ✓Handles iPhone photos and big files on its own — HEIC photos and large scans get sized right in the background, so the odd file that used to bounce just goes through.
• ✓Up to 50MB a file, no cap on how many — the old form topped out at 20.
• ✓Every document stays put — saved permanently on the client's contact. The old links expired after 24 hours.
• ✓Knows who's back — a returning client only gets asked for what's actually still missing.

It reads the document, then fills in your system.

A client uploads a W-2. The portal reads it, pulls the details, and writes them into your CRM next to that contact. The return doesn't start from a blank page — it starts half-built.

Go over deductions — without keying in the document.

The figures from each document are carried into MyTaxPrepOffice for you. So when you sit down, you're reviewing the numbers and the deductions a client qualifies for — not typing them in off the page.

• ✓Review a client's deductions with the figures already pulled in — no keying them off the document by hand.
• ✓Your preparers stop re-entering what the documents already say.
• ✓It never submits, transmits, or e-files — that decision stays with you, every time.
• ✓You open the return to check the work — not to build it from a blank screen.

Your business intake, in a sharper shell.

Your business clients always had their own intake. Now it sits in a shell that reads what they upload and helps populate the business documents — entity type, the company details, and the forms that come with each.

And the client who files both? Their personal and business documents sit on the same contact — one person, one record, nothing split across two forms.

When a return is filed, the review asks for itself.

Mark a return filed, and the next steps run on their own — no sticky note, no reminder to yourself.

• ✓Fires the moment you mark a return filed — nothing for you to remember.
• ✓Reaches the client by text and email, in their language.
• ✓Uses your real Google review link — never a generic one.
• ✓Only clients who are completely done — never someone mid-process.
• ✓Then keeps them warm through the off-season and reminds them to get ready next year.

The old way — and now.

About ninety percent there — just waiting to show you.

The build is nearly done. What's left is the good part: sitting down together, walking through it live, and switching it on for your clients when you're ready. And it runs on both your houses — KT Bradley CPA and KT Everyday get the very same system, fully equipped.

Nothing touches your clients until you've seen it and said go.