Operations
Keep deadlines and case progress visible across the firm.
Comprehensive tax services
Expertise that works for you
From individual and corporate filings to international compliance, ITIN processing, and strategic advisory — every tax need, handled by one team.
- Federal and state filings for individuals and businesses
- Non-resident, ITIN, FBAR and FATCA specialists
- IRS notice support, amendments, and year-round planning
Tap any service on the globe to explore it.
View Detailed Services Catalog →A clear filing journey
From getting started to completed filing
Follow your return from request to IRS acceptance — every step visible, nothing left to guess.
Current stage
Get started
In progress
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01
Get started
Create your tax filing request and begin your tax journey with CovrentTax.
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02
Share information
Provide the required personal, tax, income, and filing information.
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03
Upload documents
Upload the relevant tax documents securely through the CovrentTax platform.
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04
Tax preparation
Our tax team reviews the information and prepares the applicable tax return.
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05
Review & approval
The prepared return goes through professional review and is finalized for filing.
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06
File & track
Your tax return is filed, and you can track the filing status through your CovrentTax account.
People behind the platform
Built with tax teams in mind
Practical product thinking for the people who prepare, review, file, and support tax work.
Preparation
Focus on accurate returns with fewer follow-ups.
Compliance
Preserve a clear history of every client decision.
Client service
Give clients a more consistent filing experience.
What tax teams say
Less chasing. More progress.
Real tax work is collaborative. CovrentTax helps every person involved stay aligned.
“
We can see which client documents are missing before a return reaches review. That has changed our daily workflow.
Jordan MillerTax preparer“
Our staff finally has one shared place for deadlines, notes, and filing status instead of another spreadsheet.
Priya ShahPractice manager“
Clients get faster answers because the team can find the case history and next action immediately.
Riley BrooksClient service leadQuestions, answered
Everything you need to know
Who is CovrentTax for?
CovrentTax is designed for tax preparers, staff members, and administrators who manage client returns and compliance work.
Can my staff work from the same case information?
Yes. The workspace is designed to give authorized team members a shared view of documents, status, notes, and next actions.
Does it support both individual and business returns?
The workflow can organize individual and business tax cases with their supporting documents and filing milestones.
Can clients track the progress of their return?
Yes. Clients sign in to their own portal to see where their filing stands, upload requested documents, and receive notifications when something needs their attention.
What types of documents can be uploaded?
You can upload PDFs, images (PNG and JPG), Word and Excel files, CSV, and plain text files, up to 10 MB each.
What happens when a document is replaced?
Documents are versioned, so uploading a new copy keeps the earlier version in the case history instead of overwriting it.
How are staff responsibilities organized?
Staff are assigned roles such as initiator, preparer, reviewer, and manager, so each case moves through clear hand-offs from intake to final review.
How is my data kept secure?
Passwords are stored using strong one-way hashing, email addresses are verified, sessions expire automatically, and repeated failed sign-in attempts are tracked.
What if I forget my password?
Use the "Forgot password" link on the sign-in page and we will email you a secure link to set a new one.
How do I get started?
Create an account to open your workspace, then begin by setting up your first client profile.
Let’s talk tax operations
Ready for a better filing season?
Create your workspace or tell us how your firm manages tax work today.