Get through tax season with the returns and none of the friction.
Preparers, reviewers, and tax managers spend the season chasing documents and rebuilding time after the fact. Denari puts the intake, the client exchange, and the workflow in one place so the work moves and the busywork disappears.
Spend the season on returns, not on everything around them.
The hard part of tax work was never the return. It was the scattered source docs, the client who never sends what you asked for, the manual delivery and signature dance, and the timesheet you reconstruct at 11pm. Denari takes those off your plate so the season is about judgment, not logistics.
How Denari helps your tax team.
Documents in one place
Source docs land in Denari Documents, where intake and AI organization sort, name, and file them against the right client and engagement. No more digging through email threads and shared drives.
Frictionless client exchange
Portals gathers what you need, delivers the finished return, and collects e-signatures in one governed flow. Clients see a single, secure place instead of a scavenger hunt.
Time that writes itself
Flows captures your time automatically as you work, so reviewers and preparers stop rebuilding the day from memory and stop losing evenings to timesheets.
The return lifecycle, end to end.
Gather
Portals requests source documents, tracks who has responded, and routes everything into Documents for automatic organization.
Prepare & review
Papers handles engagement prep and tie-outs while Flows moves the return through preparation, review, and sign-off with status you can actually see.
Deliver & sign
The finished return goes back through Portals for delivery, e-signature, and payment, with time already captured by Flows along the way.
- SOC 2 Type II audited
- ISO 42001 (targeted Oct 2026)
- IRC §7216 & §6713 compliant
- Encrypted at rest & in transit (DSSE)
- ISO 27001 (targeted Oct 2026)
- US-only data residency
- WISP aligned to IRS, FTC, GLBA
- Client data never used to train AI
Ready to learn more?
Set up time with the Denari partnerships team to learn more about the platform and to assess fit. We know that only half of a good software experience is the software itself. The other half comes from detailed, hands-on implementation that gets you and the entire team on the same page.