PlannedPreparer gives independent tax preparers and small firms a private, organized workspace to manage client tasks, store documents, and track every deadline — all in one place, right in your browser.
Free for up to 3 clients. No credit card. No signup required.
No bloated accounting software. No expensive subscriptions to get started. Just the tools independent tax preparers actually use every day.
Every client gets their own dedicated workspace with contact info, filing status, tax year, notes, and a complete activity history. Find any client instantly with the global search bar — no more hunting through folders.
Create tasks for each client with priorities (High, Medium, Low), due dates, and categories like Document Collection, Filing, and Review. Overdue tasks glow red. Tasks due today highlight yellow. One glance and you know exactly what's urgent.
Drag and drop W-2s, 1099s, signed returns, and any other client documents directly into PlannedPreparer. Organized by client and category, previewable in-browser, and always right where you need them.
A pre-built checklist of 20+ common tax documents tracks what you've received and what's still outstanding for every client. Link uploaded files to checklist items so nothing is left unaccounted for.
Your dashboard shows every overdue task, everything due today, and what's coming up this week — across every client at once. Start each morning knowing exactly where your entire practice stands.
Your data never leaves your device on the free plan. PlannedPreparer runs in your browser with no server and no account required. A 4-digit PIN locks the app between sessions. Auto-lock engages after inactivity.
PlannedPreparer doesn't require training, onboarding calls, or an IT department. Open it and start working.
No download, no installation, no account needed. Open plannedpreparer.com/app/ in Chrome, Firefox, or Edge. Set a 4-digit PIN on your first visit and you're in. Sample clients load automatically so you can explore before adding your own.
Enter a client's name, tax year, filing status, and contact info. PlannedPreparer automatically creates a full document checklist for each client with 20+ common tax forms pre-filled. Use task templates to hit the ground running.
Create tasks with priorities and due dates for each client. Drag and drop their W-2s, 1099s, and other files directly into the client's workspace. Check off documents as they arrive and track what's still missing.
Your dashboard shows every overdue task, today's priorities, and upcoming deadlines across all clients. The client status badges (On Track, Needs Attention, Overdue, Complete) update automatically as you work.
Ready to get organized?
Open PlannedPreparer Free →Each client in PlannedPreparer has their own independent task list. Add a task in seconds — give it a title, pick a category, set a priority, and assign a due date.
Tasks are grouped by status: To Do, In Progress, Awaiting Client, and Completed. Overdue tasks highlight in red. Tasks due today highlight in yellow. Filter instantly with one-click pills: All, Due Today, This Week, Overdue.
Drag a file into PlannedPreparer and it's stored right inside the client's workspace — no separate folder structure, no file naming conventions to remember.
Accepts any file type: PDFs, images, Word documents, Excel spreadsheets. Categorize each file and tag it to a tax year. Preview PDFs and images directly in the browser without downloading. Link files to checklist items for complete document tracking.
The PlannedPreparer dashboard is the first thing you see every time you open the app. Four summary cards show your total clients, open tasks, overdue clients, and current plan.
Recent Clients gives you fast access to whoever you were last working on. The client list sidebar updates status badges automatically — On Track, Needs Attention, Overdue, or Complete — so you never have to wonder where a client stands.
PlannedPreparer is free for up to 3 clients — no credit card, no time limit. Upgrade as your practice grows.
All paid plans include a 14-day free trial. Cancel anytime. No contracts. Questions? Email hello@plannedpreparer.com
You're handling dozens of clients by yourself. Between chasing down missing W-2s, tracking amendment requests, and making sure nothing slips past the filing deadline — it's a lot to hold in your head. PlannedPreparer gives you one organized place to put all of it.
When multiple preparers are working the same client pool, things fall through the cracks. Who collected the 1099s? Did someone already call about the K-1? PlannedPreparer's Firm plan gives your whole team a shared workspace so everyone knows every client's status in real time.
Your work doesn't stop on April 15. Amendments, IRS correspondence, installment agreements — each one needs its own task list and document trail. The activity timeline logs everything automatically so you always have a clear record of what happened and when.
Join tax preparers using PlannedPreparer to manage clients, track deadlines, and store documents — all in one private workspace.
Free for up to 3 clients. No signup required.