Tax workflows that keep your practice organized
Quantix Enterprise is already-built tax software from Metric Forge Labs for professional tax firms. It supports client intake, document organization, preparer-led review, and tax-firm workflows in one workspace—not a custom development proposal.
Supported tax-firm workflows
Client intake
Collect engagement details and supporting files in a structured intake path so each client file starts complete and assignable.
Document organization
AI-assisted document organization with preparer oversight. Automation sorts source files; a licensed preparer stays in control. Quantix does not file autonomously and does not guarantee tax accuracy.
Preparer-led review
Route returns through preparer-led review so partners and reviewers can check work before a return leaves the firm.
Tax firm workflows
Coordinate assignments, status, and handoffs across the practice. Workflow support is not a blanket promise that every individual or business return can be e-filed.
Tax preparation workflow is distinct from IRS-authorized e-file. IRS e-filing remains subject to applicable IRS authorization and software testing. We do not claim an active EFIN or guarantee every individual or business form. Available forms, modules, access, implementation, and monthly service are confirmed in a private proposal. There are no public prices.
Free client portal access is subject to scoped features; integrations are separate. Do not send SSNs, tax returns, or taxpayer documents through the general inquiry form or ordinary email.