mirafloresIntelligence for all

The first truly end-to-end tax platform.

From the moment a client begins onboarding to the moment the return is accepted, Miraflores manages the work, the information, and the client experience in one connected system.

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

The workflow

Ten steps. Three phases. Nothing resets in between.

1Onboard the client
2Collect the documents
3Understand the taxpayer
4Prepare the return
5Resolve open issues
6Review the work
7Explain the result
8Signatures and payment
9E-file the return
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, the return is submitted and monitored through acceptance, 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-fileThrough to acceptance

Miraflores is not one of them. It is all of them working together.

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, explains, and files the return. One client record, one continuous workflow, no handoffs between systems.

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Stop assembling the tax process from separate products.