White-label 6039 filing for your firm
Offer branded Form 3921 / 3922 filing to your clients — they see their logo, their colors, their employee portal. You run the whole season from one dashboard.
📥 Smart import
CSV, Excel, JSON, XML, QuickBooks IIF — auto-detected with column mapping. Carta templates match Carta exports exactly.
📄 Forms 3921 / 3922
Generate IRS-compliant PDFs, email Copy B to employees, track corrections across years.
⏰ Deadline reminders
Never miss a filing deadline — automatic email reminders with smart duplicate suppression.
🏢 CPA white-label
Your branding on the client portal. Manage every client company from one dashboard.
👥 Employee self-service
Employees access their own forms across tax years — fewer "where's my 3921?" emails.
🔗 Payroll framework
Gusto, Rippling, ADP adapter framework in place — equity transactions flow in automatically.
Pricing
Annual billing. Every plan includes smart import, IRS-compliant PDFs, and deadline reminders.
Solo
For a single company filing its own Forms 3921/3922.
- 1 company
- Employee self-service portal
- Email Copy B to employees
CPA Firm
White-label filing for your client companies.
- Up to 10 client companies
- Their logo, their colors, their portal
- One dashboard for all clients
- Extra clients: $99/year each
CPA Firm+
For larger firms with more clients.
- Up to 50 client companies
- Everything in CPA Firm
- Priority support
- Extra clients: $99/year each