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.

An illustrative example of a Prowyse Tax Profile, showing characteristics read from a client's tax return.
Tax ProfileLast year

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.

  1. 01

    The 1040

    The return your client already filed.

  2. 02

    Core Facts

    Values read from specific lines of the return.

  3. 03

    Signals

    Patterns worth a closer look.

  4. 04

    Alerts & Opportunities

    Reviewed by you before your client sees them.

  5. 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