Prepare. Review. Approve.
Add your prepared return and explanations. Review the walkthrough before you share it.
BUILT FOR TAX PROFESSIONALS
You prepared
the return.
Reclaim the
conversation.
Give every client a personal tax walkthrough. Without recording another video or losing your afternoon to “one quick question.”
Get started with TaxAvatarTHE CLIENT EXPERIENCE
Your return, explained.Ready for you
YOUR PERSONAL WALKTHROUGH
The big picture.
01 / 03
Can you walk me through my return?
Start with what came in, what was deducted, and where you landed. Your walkthrough puts the pieces together.
Built around the return you prepare Walkthroughs clients can revisit Questions come back with context
TAKE THE CLIENT’S SEAT
A return. A conversation.
A clearer picture.
Meet Alex and Jordan. Explore their business, two rentals,
and the story behind two years of returns.
TaxAvatar · Interactive demoFICTIONAL DATA
Opening Tax Story…
Explore the supporting detail
Talk to TaxAvatar. For real.
Ask your own questions. Interrupt. Compare years. Get answers grounded in these sample returns.
No email required. Three demos per 24 hours, up to five minutes each.A BETTER HANDOFF
Explain it well.
Without doing it all yourself.
Your clients deserve more than a PDF.
You deserve more than a packed calendar.
Give them a walkthrough.
Share a private invitation. Clients can explore their return, ask questions, and revisit what they need.
Step in where it matters.
Review the transcript, recap, and flagged questions. Bring your judgment to the conversations that need it.
PUT A NUMBER ON THE INTERRUPTION
Your time is
the expensive part.
A few minutes per client becomes weeks per season. See how much capacity is tied up in walkthroughs and follow-up questions.
YOUR SEASON, ADDED UP
150hours
spent explaining returns
That’s about3.8 working weeks
Time valued at$30,000
What would you do with
more of that time back?
more of that time back?
The explanation shouldn’t
cost more than the preparation.
Practitioner
10 sessions
$199
$19.90 per session
Choose 10 sessions25 sessions
$399
$15.96 per session
Choose 25 sessions50 sessions
$699
$13.98 per session
Choose 50 sessionsFirm
100 sessions
$1,199
$11.99 per session
Choose 100 sessions300 sessions
$2,999
$10.00 per session
Choose 300 sessions500 sessions
$4,499
$9.00 per session
Choose 500 sessionsOne session credit covers one prepared tax return and six months of follow-up conversations from first live use. Unused credits never expire. One-time purchases in USD; no subscription or automatic renewal.
A FEW GOOD QUESTIONS
Clear from
the start.
Does this replace my relationship with clients?
You still prepare the return, approve the explanation, and provide professional advice. TaxAvatar gives clients a way to explore the basics so your time together can focus on what matters.
Do I need to upload Social Security numbers or other sensitive information?
No. TaxAvatar does not need Social Security numbers or bank account details to explain a return. Your preparer chooses the return figures and notes to provide, so your firm controls the information shared.
Before importing or submitting return information, the preparer must check a required confirmation that names, addresses, SSNs, account numbers, and other sensitive identifiers have been removed.
Do I have to record a video for every client?
No. TaxAvatar uses the return information and explanations you provide. Video walkthroughs and workspace branding let you review and approve a presentation without recording yourself for every return.
What happens when a question needs me?
Clients can flag questions for your review. The saved transcript and recap give you context before you follow up.
Can clients come back with more questions?
Yes. A covered return includes conversations and follow-ups for six months from its first live conversation. Each conversation has a 45-minute limit.
Be the leader
your firm needs.
Give your clients clarity. Give yourself room to work.
Get started with TaxAvatar