United States
Practice management software for CPA firms in the United States
Every CPA firm lives through the same four months. Organizers out in January, partnership and S corporation returns due in March, individual returns stacked up to the April deadline, a wave of extensions, and then the same work again in September and October. In between come quarterly estimates, payroll filings, bookkeeping closes and the client who sends the last brokerage statement the day before it is due.
MyTask is the system that holds that work in one place: which return is due, who in the firm has it, what it is still waiting on from the client, how many hours it has taken and whether it was billed. It is not tax preparation software and it holds no ledger — it sits above both and records the work your firm owes its clients.
Nothing in it is fixed to one country. You set the financial year, name the taxes, choose the currency and build your own service list, so a firm doing 1040s and 1120-Ss configures it as readily as one doing GST returns in Mumbai — and firms with an offshore team keep both offices in one account.
For CPAs, enrolled agents and bookkeepers that means workflow automation where recurring engagements raise themselves on the cycle you set, time tracking on every job, billing that reads the hours, and a client portal where the client sees where their return has reached and uploads what you asked for.
What is different for firms in the US
- Financial year
- 1 January – 31 December, or a fiscal year for clients who keep one
- Taxes
- Sales tax state by state, named by you, rates set by you
- Currency
- USD, held per office
- Services & stages
- Built by you, from nothing
Work MyTask manages for firms in the US
None of this is shipped pre-configured. You build the service list, the stages inside each service and the documents each one asks the client for — which is why the same software fits a firm here and a firm in another country.
- 01
Individual returns and extensions
Form 1040 work from organizer to e-file confirmation, each return with its own stages — documents in, preparation, review, client signature, filed — and the extension decision made visibly before April rather than discovered after it.
- 02
Business returns
Partnership and S corporation returns on the March deadline, C corporation returns in April, nonprofit 990s on theirs. Set the cycle once per client and each season the work raises itself.
- 03
Quarterly estimated taxes
Four dates a year for every client who pays estimates. Small, frequent, easy to forget — a due-date board's natural work.
- 04
Payroll filings
Quarterly 941s, year-end W-2s and 1099s by the January deadline, state unemployment returns — recurring and deadline-driven.
- 05
Sales tax returns
Monthly, quarterly or annual depending on the state and the client, each against its own registration.
- 06
Bookkeeping and monthly close
The client accounting work that steadies a firm's revenue outside tax season, and the first to go unbilled when nobody is tracking the hours.
- 07
Compilations, reviews and audits
Multi-week engagements with requests to the client, time recorded against the job and a partner review before anything is released.
- 08
Notices and state annual reports
A tax notice that needs a response by a date, an annual report to the secretary of state: work with a deadline, tracked like any other engagement.
What this does not do
MyTask is not tax preparation software. It does not prepare or e-file returns, does not connect to the IRS or any state, does not compute tax and holds no general ledger. Returns are prepared and filed in the software you use today. What MyTask does is tell you which returns are due and for whom, who in the firm has each one, what is still missing from the client, how long it has taken and whether it was billed.
What stays the same in every country
Practice management is not a tax code. It is a way of running a firm, and a partner in the US has the same Monday as a partner anywhere else.
- Knowing what is late
- Knowing what it is waiting on
- Knowing who is doing it
- Knowing what it cost
- Knowing what was billed
- Knowing what was never billed
- Knowing where the client's papers are
- Knowing what you told the client, and when
Who it is for in the US
- CPA firms, from sole practitioners to multi-office practices
- Enrolled agents and tax preparation offices
- Bookkeeping and client accounting services firms
- Firms with an offshore team preparing returns or keeping books
- Payroll and small-business advisory practices
Questions firms in the US ask
- We already have tax software. Why would we need this?
- Tax software prepares a return. It does not tell a partner which 300 returns are still waiting on documents, who is overloaded the week before the deadline, or which finished jobs were never invoiced. That is the layer MyTask covers, alongside whatever preparation software you use.
- We have a team offshore preparing returns. Can they work in the same account?
- Yes. Each office keeps its own financial year and currency inside one firm, with permissions per user, per office and per module, and reports by office or for the whole firm.
- How is it priced?
- In US dollars, per user per month, on the International Combo package with every module. The Pricing page shows the current rate for the US.
- Can clients upload their documents?
- Yes, through the separate client app, part of the Client Login Portal (included in Ultimate Combo up to its limits, an add-on on the other packages). Clients see the stage their return has reached and what is outstanding from them, and send documents back through it. They do not see assignments, internal notes or job costs.
Next
- Task management software for accountantsHow recurring work is scheduled, assigned, tracked and billed.
- Every module and feature in the office management softwareThe full specification — what each module does, screen by screen.
- Multi-branch practice management, multi-currencyHow one firm runs offices on different financial years and different currencies without pretending they are the same office.
- 350+ reports the software producesThe full catalogue — 389 figures a partner can ask for, grouped by module.
- Practice management software in the UAEThe same argument, answered for United Arab Emirates — its own filings, its own financial year, its own currency.
- Practice management software in the UKThe same argument, answered for United Kingdom — its own filings, its own financial year, its own currency.
- Practice management software in AustraliaThe same argument, answered for Australia — its own filings, its own financial year, its own currency.
- Practice management software in Saudi Arabia and the GCCThe same argument, answered for Saudi Arabia and the GCC — its own filings, its own financial year, its own currency.