FOR TAX PROFESSIONALS

Your clients' 990s.
Done faster,
Filed Right.

Built for CPAs, enrolled agents, and firms handling
nonprofit filings at volume. Less manual work, fewer
errors, more clients handled per season.

IRS-approved 990 e-file provider

Provider

IRS-Authorized E-File Provider

AICA SOC 2 Certified 990 E-File Provider

Security

SOC 2 Certified Platform

Trusted by

Thousands of Tax Professionals

Forms Supported

All 990 Forms

FEATURES

Less manual work. More clients handled.

A full suite of features built to save you time

USE YOUR WORKPAPERS

Cut down on manual data entry

Import organization details and form data in bulk using an Excel or CSV template. Set it up once, reuse it every filing season. No manual entry, no copy-paste errors.

COPY PRIOY-YEAR-DATA

Start every return with the basic filled in

For returning clients, pull prior-year return data directly into this year's filing. Most of the work is already done before you start.

BULK 990-N FILING

Complete all your filings at once

File for multiple organizations and tax years without switching accounts or repeating setup. Everything lives under one login.

E-SIGNING OPTIONS

Get client signatures without the
back-and-forth

Collect e-signatures on Form 8453-TE or 8879-TE electronically. No printing, no scanning, no chasing. Works whether you're the paid preparer or ERO.

TEAM MANAGEMENT

Split the work without losing oversight

Add team members, control exactly which clients they can access, and revoke that access the moment they're off the engagement. You see every action they take in a full activity log.

CLIENT PORTAL & CUSTOM BRANDING

Give clients a clean way to review
and approve

Clients get a secure portal to review returns before you file. Branded with your firm's logo and colors so every touchpoint looks like it came
from you.

TEAM MANAGEMENT

Bring in help when you need it

Whether you're running a one-person practice or managing a full team, Tax990 scales with you. When the season gets busy and you bring on staff or contractors, they're up and running in minutes — with exactly the access they need and no more.

  • Add unlimited staff, no seat fees

  • Assign preparer and approver roles with access controls

  • Each staff member gets their own login credentials

  • Full activity log so you can see who did
    what, when

  • One shared billing card across your whole team

Team Management
Brand Customization
CLIENT PORTAL

Your brand, not ours

When clients see the review portal or receive emails, it should look like it came from your firm. Tax990 lets you customize every client-facing touchpoint so your practice stays front and center.

  • Upload your logo and set your brand colors

  • Client emails reflect your firm identity, not Tax990

  • Clients review and approve returns through your
    branded portal

  • Secure online review — no back-and-forth email threads

PRICING

Buy in bulk.
Keep the difference.

Save more with volume discounts while
maintaining your standard pricing for clients.

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Prepurchase Credits &
Increase Margins

Buy filing credits upfront at discounted rates and keep more profit on every return you file.

Volume Discounts That Scale

The more credits you purchase, the lower your cost per filing and the greater your earning potential.

Use Credits Across All Clients

Apply prepaid credits to any client, any supported form, throughout the year with complete flexibility.

READY TO SIMPLIFY FILING?

Start Filing Smarter This Season

Create a free account and see how Tax990 handles your
nonprofit client workload. No commitment required.