The toolkit that fills the gaps in your existing software
Tax Slate works alongside your tax prep and practice management software — not instead of it. It complements your current process with the calculators, planners, and workpaper tools those platforms leave out, so nothing falls through the cracks.
No credit card required · Cancel anytime
See it in action
Live, auto-playing demos — no login needed.
Everything your other software leaves out
The specialized tools that fill the gaps between your tax prep and practice management platforms
Firm Workflow
Entity Planning
Tax Calculations
Return Preparation
Bookkeeping
Review & Reporting
Compliance
Firm Knowledge
What is Tax Slate?
Tax Slate isn't a replacement for your tax prep or practice management software — it's the complement that fills the gaps. It brings together the specialized calculators, planners, and workpaper tools those platforms leave out — S Corp analysis, entity modeling, estimated tax vouchers with auto-reminders, R&D credits, amortization, workpaper sorting, deadline calendars, client email blasts, and a dozen more — under a single subscription. It works alongside your existing process, so you keep what's working and add what's missing.
Fills the gaps in your stack
The calculators, schedules, and reports your tax prep and practice management software leave out — all in one place, working alongside the tools you already use.
A workflow, not just tools
Deadline calendar, engagement pipeline, and a review checklist tie the tools together into a repeatable process from intake to sign-off.
Client-ready output
Generate polished savings reports, engagement proposals, and tax organizers your clients will actually understand and act on.
Firm-grade security
Each firm’s data is isolated, every login is protected with 2FA, and files are encrypted in transit and at rest.
Tax Planning Software for Accountants
Analyze S-corp tax savings, map business entity structures, and explain planning opportunities to clients, all in one place.
Built for CPA firms, enrolled agents, and tax advisors.
S-corp tax savings analysis
Run salary-to-distribution optimization, reasonable compensation checks, and net self-employment tax comparisons to quantify savings for each shareholder.
Business entity structure mapping
Model ownership tiers, holding companies, and multi-entity setups side by side, so clients can see how each structure flows through to their return.
Planning opportunities, explained
Generate plain-language summaries of every recommendation your firm can hand to a client, with the numbers behind each opportunity.
How it works
From client intake to delivered report in three steps
Add a client
Create a client once. Every tool, report, and proposal automatically links back to their profile.
Run the tools
Pick from 33 specialized calculators and planners. AI-assisted inputs speed up data entry; results save to the client record.
Review & deliver
Assemble client-ready reports, send proposals, and sign off on the review checklist — all without leaving the platform.
Simple, flat pricing
One subscription. Every tool. No per-user fees.
Frequently asked questions
Everything you need to know before getting started