mirafloresIntelligence for all

Use cases · CPA firms

A connected client-to-preparer tax platform.

From client onboarding through preparation, review, signature and billing, Miraflores keeps the work, information and client experience connected.

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.

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Onboarding · Documents · Preparation · Review · Signature · Payment · E-file

Inside the firm workspace

Run the season from one place.

Sample data: Every client, one list
The workflow

Ten steps. Three phases. Nothing resets in between.

  1. 1Onboard the client
  2. 2Collect the documents
  3. 3Understand the taxpayer
  4. 4Prepare the return
  5. 5Resolve open issues
  6. 6Review the work
  7. 7Explain the result
  8. 8Signatures and payment
  9. 9Submit with your filing provider
  10. 10Support after filing
01CollectSteps 1-3

Adaptive intake builds the tax profile, then Miraflores requests exactly the documents that client needs and organizes what comes back.

02PrepareSteps 4-7

Forms populate from the record, open questions are researched and documented, and the finished return is checked against its own source documents.

03FileSteps 8-10

Approvals and payment complete inside the same workflow, your firm submits through its filing provider, and the record carries into next year.

Why Miraflores is different

Point solutions automate tasks. Miraflores completes the process.

9products to buy, learn and reconcile
Client onboardingOrganizer
Document collectionDocument portal
Return preparationPreparation engine
Missing informationWorkflow manager
Review and validationReview tool
Client questionsSupport assistant
SignaturesE-signature product
Billing and paymentPayment processor
E-fileE-file provider
1platform, one client record
Client onboardingAdaptive intake
Document collectionClassified and matched
Return preparationBuilt from the record
Missing informationDetected continuously
Review and validationChecked against source
Client questionsAnswered in context
SignaturesRouted and tracked
Billing and paymentTied to the engagement
E-fileYour filing provider

Connected intake, preparation, review, signature, and billing.

Increase capacity without increasing administrative complexity.

  • Reduce repetitive data entry
  • Spend less time chasing documents
  • Standardize preparation and review
  • Reduce handoffs between team members
  • Consolidate disconnected software
  • Give professionals more time for judgment

The entire tax engagement, in one intelligent platform.

Miraflores collects, prepares, reviews, and explains the return. Signature and billing stay with the client record; your firm submits through its filing provider.

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Stop assembling the tax process from separate products.