mirafloresIntelligence for all

Product

The tax platform that finishes what it starts

Intake, preparation, signature, payments, and records on one client record, with every figure traceable to its source.

IRS and state transmission is not yet available in MiraFlores. Your firm submits through its filing provider; built-in transmission and acceptance tracking are planned.

  1. 1Stage 1 of 5Organizer

    Stage 1 · Organizer · 1 of 2

    Your client answers the organizer

    Clients answer from any device and pick up right where they left off. The organizer asks only the questions their situation requires, personalized from prior-year data.

    • Follow-up questions appear only when an answer calls for them
    • Progress moves forward with every section answered

  2. Stage 1 · Organizer · 2 of 2

    Documents land where they are asked for

    Clients upload from any device, right beside the question that asks for each document. AI reads, names, and categorizes every document, sorted by tax year.

    • W-2s, 1099s, brokerage statements, receipts
    • Missing items get flagged automatically, not discovered in April
  3. 2Stage 2 of 5Preparation

    Stage 2 · Preparation · 1 of 2

    Your firm sees every client’s progress

    The whole book in one list: organizer status, who owns each client and who has been invited, with any client a single click away.

    • Filter by organizer status
    • Assign preparers and send invites in bulk

  4. Stage 2 · Preparation · 2 of 2

    Source-linked prep, with workpapers you can trace

    Intake data flows straight into the workpapers. Every return gets a full workpaper, and every material figure traces back to a document, data point, or rule.

    • Federal and state ladders and per-form support sheets
    • Tie-outs against the computed return
    • Edge cases surfaced for human review instead of buried
  5. 3Stage 3 of 5E-file

    Stage 3 · E-file

    Your client reviews and signs before filing

    The client reads the draft, says whether it looks right or asks for a correction, and signs from their phone. Your firm handles IRS and state submission through its filing provider. Built-in transmission is planned.

    • Plain-language review before anything is filed
    • E-signature inside the portal
  6. 4Stage 4 of 5Payments

    Stage 4 · Payments

    Same-flow billing

    Invoice and collect inside the engagement, all on one receipt trail. Clients see what they owe and pay online.

    • Pay-before-file, if you choose
    • Card or bank payment in the client portal
  7. 5Stage 5 of 5Records

    Stage 5 · Records

    The record stays where your firm keeps files

    A record that stays put after review and signature. Each household and entity links to its SharePoint folder; suggested matches wait for a person to confirm, and linking never changes anything in SharePoint.

    • Confirmed SharePoint folder links
    • Documents organized by client
    • Audit-ready records

One client record. Every return accounted for.

Watch a sample return travel from first upload to review and signature.