One Colleague.
The Entire Workflow.
See how Squash handles every phase of a tax engagement. From intake to filing, automated and audit-ready.
Trusted by forward-thinking tax professionals
Not just tools. A complete system.
Research shows that piecing together disparate tools creates friction. Squash unifies the workflow.
End-to-End Automation
From raw document ingestion to final filing. Squash handles the grunt work across the entire lifecycle, not just discrete tasks.
Proactive Coordination
Squash chases clients for missing info, answers their questions, and coordinates follow-ups, so you don't have to.
Total Control
Squash prepares the work; you review and sign off. You remain the expert in the loop, focusing on high-value advisory.
See how Squash handles every phase of a tax engagement
Morning Review
09:00 AMTax pro reviews Squash's overnight work
Squash presents a summary of all documents processed and issues resolved while you slept.
Client Upload
11:00 AMClient uploads documents from phone
Clients snap photos or drag-and-drop files securely via the mobile-friendly portal.
AI Processing
11:01 AMSquash classifies, extracts, validates
Instantly recognizing forms (W-2, 1099), extracting data, and cross-referencing with IRS records.
Clarification
03:00 PMSquash drafts questions for gaps
Intelligently identifying missing info and drafting polite queries for your approval.
Client Response
08:00 PMClient answers questions in portal
Clients respond asynchronously on their own time, without scheduling a call.
Project Update
08:01 PMSquash processes responses
Squash interprets the answers, updates the tax return, and marks the file ready for final review.
Morning Review
09:00 AM
"Your clients work on their schedule. Squash works on theirs. You review when you're ready."
Available 24/7, in voice or text.
Squash onboards clients through natural conversation, collects and classifies documents, coordinates follow-ups, analyzes tax positions, and prepares audit-ready filings.
Voice
Client calls, intake meetings, quick updates
Real-time transcription, automatic data extraction, structured follow-up
Text Chat
Quick questions, in-app collaboration
Instant responses, context-aware suggestions
Async Messages
Client portal questions, overnight processing
Squash works while you sleep, reports back in the morning
Documents
Uploading W-2s, 1099s, receipts
Automatic classification, extraction, and validation
Async-First Architecture
Tax professionals and clients aren't available at the same time. Phone tag. Email delays. Missed messages.
Squash works asynchronously — it doesn't need you or the client to be online simultaneously.
24/7 Processing
Documents processed any time they're uploaded
Instant Responses
Client questions answered immediately when possible
No Scheduling
No need to coordinate calendars for routine tasks
Built for Security. Designed for Compliance.
We take data protection as seriously as you do. Enterprise-grade security is baked into every layer of our platform.
SOC 2 Type II Ready
Our infrastructure and processes are built to adhere to the strictest security and availability standards.
Bank-Level Encryption
We use AES-256 encryption for data at rest and TLS 1.3 for all data in transit to ensure total protection.
Private AI Models
Your client data is strictly isolated. We never use your proprietary information to train public AI models.
IRS Authorized
SquashTax is built as an authorized e-file provider compliant with IRS Publication 1345 standards.
90%
Less Data Entry
Automated extraction and classification eliminates manual grunt work.
3x
Capacity Increase
Accept more complex returns without hiring additional staff.
100%
Audit Readiness
Every number traces back to a source document. Zero guesswork.