Yeartwin
Enrolling pilotsTax Office Platform
Every year of a client's taxes, kept in one place.
Yeartwin is built for independent tax offices and their clients. Each client gets a "twin": their tax facts year by year, with where each one came from. Clients answer a short organizer in their own language, confirm last year's answers, photograph documents and e-sign their engagement letter and Form 8879. Staff check values against the original documents, track what is still missing, and hand the file to their tax software. Yeartwin does not prepare or e-file returns; the tax office does. A first pilot with a Maryland tax office begins in January 2027.
Visit yeartwin.comThe problem
Tax offices chase the same documents and questions from the same clients every year, and almost nothing they collect carries forward. Clients repeat themselves, and staff time goes to chasing instead of advising.
How it works
The office opens a case
The client signs in with two-step protection.
The client answers and uploads
A one-question-at-a-time organizer, last year's answers offered to confirm, and document photos that work offline.
Staff check and track
Values are checked beside the original document, and Yeartwin keeps a short list of what is still missing.
Sign and hand off
The client e-signs the engagement letter and Form 8879; the office files from the hand-off in its own tax software.
What it does
- A client "twin" of tax facts year by year, showing where each fact came from
- Organizer that asks one question at a time and offers last year's answers to confirm
- Document photos, including offline, with values checked beside the original
- E-signing of the engagement letter and Form 8879 with a PIN, spouse included
- Hand-off file for the office's tax software: a summary plus the original documents
- Office tools: front desk board, notice tracker, broker statement review and imports
- Six staff roles, two-step sign-in and an owner activity log
- English, Spanish and French
Who it is for
Independent tax offices and the individuals and families they serve.
See Yeartwin for yourself
Visit the live platform, or talk to us about a pilot.