Tax Season Without the Paper Chase.
Challenges We Solve
Common obstacles organizations face in cpa & tax firms.
Administrator vs. Advisor
Engagement letters, 8879s, W-9s, and POAs scattered across email, portals, and desktops.
Manual Data Entry
Re-keying client details into templates is slow, error-prone, and wastes valuable time.
Ever-Changing IRS Rules
E-signature, KBA, retention, and § 7216 consent requirements demand constant vigilance.
Vendor Overload
Separate tools for e-signatures, storage, client uploads, and audit prep add complexity and cost.
Compliance & Regulatory
Meeting the compliance requirements of cpa & tax firms.
SOC 2 Type II
Independently audited security controls
GDPR
EU data protection compliance
ESIGN / UETA
Electronic signature compliance
CCPA
California privacy law compliant
Benefits for CPA & Tax Firms
How Propper helps cpa & tax firms organizations succeed in a digital-first world.
- Up to 90% faster engagement letter prep with AI clause suggestions
- IRS-compliant e-signatures with built-in KBA and ID.me verification
- Automatic 3, 5, or 7-year retention rules by document type
- One-click audit packages for IRS or peer review
- Chat-style search across years of returns and documents
- Hash-sealed, immutable storage with integrity verification
Common Use Cases
How cpa & tax firms organizations use Propper.
Powered by Propper
The Propper platform components that power this solution.
Fabrik defines how agreements move through your organization, reducing manual coordination, follow ups, and approval delays. This reduces approval delays and the labor cost of managing exceptions.
Sign keeps execution inside the same workflow, eliminating the need for separate signing tools and reducing processing overhead. This removes the need for separate signing software and associated licensing costs.
Locker uses proprietary AI to store, search, and reference agreements, turning documents into structured data that supports reporting and dashboards. This turns agreements into usable data, reducing reporting effort and enabling cost visibility through dashboards.
Ready to Transform Your Document Workflow?
See where your agreement process is creating unnecessary cost and how Propper helps eliminate it.