For tax preparers
Take more clients.
Chase nothing.
Cofiled gathers every client’s documents, checks each one at the door, and answers their questions along the way. What reaches your desk is one thing: a complete, verified file, ready to prepare.
Where the season actually goes
You didn’t become a CPA to do this.
Cofiled does it for you.
What changes
Every client stays organized. Without you.
Each client gets one link and a checklist built from their own prior return. It asks only for what their filing needs. It checks itself off. It follows up, politely, until the list is done.
Every document is checked at the door.
Wrong year? Returned. Missing a page? Returned. Unsigned 8879? Returned with what's wrong, in plain words. The client fixes it before you ever see it. You never open a file twice.
Your inbox goes quiet.
Clients reply to us. Where do I find my 1098? Handled. Is a photo okay? Handled. What's left? Handled. When something needs a CPA's judgment, we bring it to you with the file and the question. That's the only time you hear from us.
Clients arrive as complete files.
Not a trickle of attachments. One packet: every document verified, labeled, and checked against last year's return. Open it. Prepare it. File it. Next client.
This is what lands on your desk.
Not forty emails. This.
Sam Alvarez · 2026 · 14 documents
Checked against their 2025 return. Nothing missing. Nothing extra.
One folder. Named your way. Cover sheet inside.
The drag was the business.
An hour or two of chasing hides inside every engagement. Multiply by your roster. That’s the season, gone to reminders, wrong years, and unsigned forms. Take the chase out and prep time is the only time. Same staff, more returns. More returns, more revenue. The clients you turn away in March are the growth you were too busy to take.
And when you want more
We send you clients, complete and paid.
Filers come to cofiled.com for an instant quote. The ones without a CPA need one. Opt in, and engagements arrive the same way your own clients do, quoted up front, documents complete, verified, ready to prepare. You sign under your own credentials and set your own capacity. Slow-season work, without the marketing spend.
Per return. Not per seat.
Early access is free. After that, you pay per completed return: a number you can do in your head, priced against the hours of chasing it replaces.