End the Chaos of Tax Season
Omnifuse simplifies client intake and tax prep—cutting time, reducing errors, and helping your team work more efficiently.
Save Time Where It Matters
Designed to reduce hours of manual prep
Simplify Communication
Say goodbye to disorganized email threads
Supercharge Productivity
Let your team focus on what matters—advising clients
All-in-One Client and Tax Management
Omnifuse is a patented process that focuses on removing the anxiety commonly associated with tax preparation. The solution is right in the name. Omnifuse is designed to eliminate tax preparation chaos and simplify the interaction between tax preparers and their clients. Omnifuse allows the tax preparer and client to work as a team to seamlessly connect the dots of complex financial information and make it easier to see the big financial picture. The results are fewer errors, and better decision-making. With the rapidly changing landscape of tax laws, no organization can afford to be without it.
The Old Way
- Clients send scattered documents via email (receipts, forms, invoices)
- Files are often incomplete, mislabeled, or misplaced
- Accountants spend hours organizing before they can begin actual prep
Omnifuse Way
- Documents are labeled, categorized, and stored in one secure platform
- Accountants can focus on accuracy and speed—not cleanup
- Clients use a guided interface to submit organized, complete information
Flexible Plans for Every Accounting Team
Options for every stage of your firm's growth
Essentials Plan
For boutique or part-time firms
Includes:
- Unlimited team members
- Secure client portal & encrypted file sharing
- E-signatures and return progress tracking
- Email support (24–48 hr response)
- Tax season checklist templates
- Access to standard automations (reminders, intake forms)
Growth Plan
For full-time preparers
Everything in Essentials, plus:
- Priority support (response in under 6 hours)
- End-of-season performance report with actionable insights
- Quarterly IRS & tax law update summaries
- Branded engagement letters and intake forms
Premier Plan
For high-volume tax offices
Everything in Growth, plus:
- VIP support (response in under 2 hours)
- Dedicated success manager & quarterly strategy calls
- Custom-branded client portal (your logo + domain)
- Concierge onboarding and training
- Early access to Omnifuse beta features
- Monthly best-practice newsletter for firm growth
Need something different?
If your client count or data requirements go beyond these tiers, our team will work with you to build the perfect solution.
Contact Our VIP Sales TeamHow Omnifuse Streamlines Your Workflow
Tailored for Your Tax Team
Omnifuse is designed to support the professionals driving tax work forward. Whether you're preparing returns, managing compliance, or leading client strategy, Omnifuse streamlines your process—so you can focus on delivering results.
Tax Attorneys
Confidently manage client communications, document requests, and sensitive casework in a secure, centralized workspace—while reducing administrative overhead.
Certified Public Accountants (CPAs)
Automate intake, stay ahead of deadlines, and collaborate seamlessly with clients and team members—without the clutter of emails and spreadsheets.
Tax Practitioners
Simplify day-to-day workflows with a clear view of client status, document submissions, and team tasks—all from one easy-to-use platform.
Built for Accountants. Designed for Efficiency
Client Intake Simplified
Clients complete guided forms (W2, LLC, S-Corp, C-Corp) and upload documents through a streamlined interface—no email follow-ups required.
Dashboards & Form Tracking
Monitor every client's progress—see what's submitted, reviewed, or pending.
Organized Document Collection
Clients upload receipts, forms, and files into pre-structured folders, complete with smart labels.
Team Management
Create Admin and Team member CPA accounts with granular permissions to control access and workflow.
Secure Collaboration
Bank-level encryption, authentication, and permission controls ensure client data is always protected.
Customizable Workflows
Tailor questionnaires, intake forms, and labels to match your firm's unique processes.
Frequently Asked Questions
Omnifuse uses bank-level encryption and security protocols to ensure your client data is always protected. We comply with industry standards and regulations to maintain the highest level of security.
Yes, Omnifuse supports various business types including W2, LLC, S-Corp, and C-Corp entities. Each client can be assigned the appropriate forms and workflows based on their business structure.
Omnifuse is designed with intuitive interfaces for both accountants and clients. We provide comprehensive onboarding and training resources to ensure a smooth transition for your entire team.
Omnifuse supports all major business entity types including Sole Proprietorships, Limited Liability Companies (LLC), C Corporations, S Corporations, and Non-profit organizations. Each entity type has customized forms and workflows tailored to their specific tax requirements and compliance needs.
Ready to Simplify Tax Season for Your Entire Firm?
Give your team a streamlined, secure platform that improves collaboration, accuracy, and turnaround times.
Subscribe now!