Smart Tax Intake
Dynamic individual and business organizers, conditional questions, uploads, and prior-year prompts.
Tax Operations, Intake & Document Readiness
Divine Returns
A role-based tax operations add-on designed for service bureaus, EROs, tax preparers, staff, and clients. Divine Returns organizes intake forms, documents, follow-up, readiness, and expiration alerts before information reaches the tax software.
Active workflows24
New leads18
Tasks complete86%
Built for Multi-Level Tax Organizations
The Right Access for Every Role
Each level sees the clients, teams, tasks, and documents relevant to its responsibilities.
Service BureauManages ERO organizations, access, performance, and platform configuration
ERO OfficeManages its preparers, staff, clients, branding, assignments, and status
ERO OfficeOperates independently inside the service bureau structure
Tax PreparersReview intake, documents, notes, assignments, and missing items
Office StaffSupport onboarding, communication, scheduling, and document follow-up
ClientsComplete intake, upload securely, sign, receive alerts, and track readiness
Core Capabilities
Prepare the File Before Preparing the Return
Divine Returns is the operational layer around the tax workflow. It does not calculate or file tax returns in its initial release.
Document Collection
Secure upload requests, categorization, missing-document lists, notes, and client follow-up.
Expiration Alerts
Track expiring IDs, ITIN-related dates, office credentials, licenses, authorizations, and custom documents.
Readiness Tracking
See what is complete, what is missing, what is expiring, and which clients are ready for preparation.
Approvals & Signatures
Collect engagement letters, consents, acknowledgements, and other office documents.
Automated Follow-Up
Trigger reminders and status changes based on intake completion, missing files, dates, and assignments.
Future Expansion
From Organized Intake to Tax Software Bridge
A later add-on can map reviewed data into supported tax software workflows. That future capability is separate from the first release and should be treated as an integration layer—not an independent tax calculation engine.
- Extract structured values from supported documents
- Flag data that requires human review
- Approve before export or transfer
- Maintain a clear audit trail
Active workflows24
New leads18
Tasks complete86%