PlannedPreparer helps tax preparers track tasks, documents, and client files — all in one secure, private workspace.
Open PlannedPreparer →Built for solo preparers and small firms who want simplicity over complexity.
Track every to-do per client with priorities, due dates, and status tracking.
Upload, organize, and preview W-2s, 1099s, and all client files right in the app.
Private and secure with PIN lock, auto-timeout, and no login required.
Never miss a filing date. Overdue tasks and upcoming deadlines at a glance.
See all clients, open tasks, and priorities in one clean dashboard view.
Works without internet. Your data stays in your browser, never on a server.
Up and running in under a minute.
Enter client details, filing status, and tax year. Copy task templates between clients.
Drag-and-drop W-2s, 1099s, and more. Create tasks with due dates and priorities.
See overdue items, upcoming deadlines, and client progress all in one place.