Year-round tax intelligence
Your Tax Pro relationship shouldn't end after tax season.
Prowyse is the intelligence layer between Tax Professionals and their clients. It starts from the 1040 your client already filed and turns it into year-round conversations. Not another filing product.
Wages / employment income
Detected
Capital gains
Detected
Mortgage interest
Detected
Capital loss carryforward
Available
Read from the client's Form 1040 and Schedule D.
Illustrative example
How it works
The tax return is the starting point, not the finish line.
- 01
The 1040
The return your client already filed.
- 02
Core Facts
Values read from specific lines of the return.
- 03
Signals
Patterns worth a closer look.
- 04
Alerts & Opportunities
Reviewed by you before your client sees them.
- 05
The Conversation
A reason to talk before next season.
What Prowyse gives you
What changed since last year
Income shifts, new activity, and deductions that moved. Surfaced as soon as a new return is added.
Documents, requested with context
Prowyse suggests what next season is likely to need; you decide what to actually request.
You approve before your client sees it
Alerts and opportunities reach your client only after you approve them.
For Tax Professionals
Built for the Tax Professional. Valuable to the client.
Tax Professionals
You own the relationship.
Prowyse extends it past filing season, turning each client's return into something worth talking about.
Onboard new clients in minutes
Invite before the return arrives. The client activates and uploads their own 1040.
Reduce seasonal overload
Surface important changes, opportunities, and document needs throughout the year.
Scale without more busywork
Review and approve the intelligence that matters, while Prowyse organizes the work around each client.
Stay available year-round
Give clients Smart Alerts and approved opportunities, with a direct path back to their Tax Pro.
Clients
Stay connected to your Tax Pro
A clearer picture between filings, and everything your Tax Pro has reviewed and shared with you.
- Receive Smart Alerts
- Discover tax opportunities
- Reach your Tax Pro directly
