Guides, playbooks & tools for tax firms
Practical, practitioner-built resources for running a smarter firm — from evaluating software to getting more out of every research hour. We're just getting started, so check back often.
Product Updates
Monthly — what shipped, what's nextAugust 2026 Product Updates: Individual Clients, Verified Citations, One-Click Deliverables
Form 1040 clients join the platform as a first-class client type, citations were overhauled end to end, and the Copy button now produces client-ready formatting. Plus what's coming next month: a rebuilt upload experience, structures that create real entities, and Ask TaxFigure follow-ups.
Read the updateDelivered monthly
Every TaxFigure account gets Product Updates by email each month — what shipped, what's next, and why it matters for your practice. Past editions are archived here.
Tools & Templates
Software Evaluation Template
The spreadsheet Liz Mason uses to evaluate firm software — scored features, pricing at scale, vendor health, and a “How to Use” tab. Free download.
Get the templateMore tools on the way
Checklists, calculators, and research playbooks are in the works.
See the platform behind the playbooks
TaxFigure gives tax professionals cited research, document intelligence, and entity-scoped workspaces. Bring a real question to a 30-minute demo.