Tax returns
Every return from documents requested to e-file accepted.
- A board by status, plus returns due in the next 30 days
- Extension notices and delivery letters, ready to print
- Clients see where their return stands on their portal
All business packs
For accounting firms
Tax season, close and client work.
Tax season, close and client work.
One secure place.
Neurocity's accounting firm pack sets up the apps your firm runs on, from tax returns to monthly close, with a portal that shows clients exactly what you still need from them. Every app arrives as a draft you preview on your own data, then make your own.
What's in the pack
Five apps, ready on day one
Add the whole pack in one step. Each app comes with its pages, letters and reminders, and you can change anything with Claude.
Document requests
What you've asked each client for, and what's still missing.
- A "still missing" list across every client
- Clients see what you need on their portal, not in an email thread
- A reminder when a document hasn't arrived after a week
Engagements
Each client's services, fees, engagement letter and renewal date.
- Engagement letters filled in from the record
- Renewals 60 days out, so new letters go out on time
- A list of letters that aren't signed yet
Monthly close
Each client's month-end checklist, from reconciliations to review.
- A close board for every client and period
- What's due this week and what's ready for review
- A reminder the day before a task is due
Security plan (WISP)
Your written information security plan, safeguard by safeguard.
- Each safeguard with its owner, status and evidence
- Review dates, with a reminder two weeks ahead
- A review record to print when someone asks
Connect QuickBooks, Microsoft 365 or Google Workspace, and your practice management or tax software through its own API. Reminders start by suggesting, so nothing is sent until you say so.
Security first
Built for firms that hold their clients' most sensitive numbers
Tax and accounting firms are expected to protect client information and keep a written security plan. Neurocity is designed around the controls that work requires, and the security plan app helps you keep yours current. (It helps you organize the work; it isn't legal advice.)
Documents through the portal
Clients upload and see requests on their own portal instead of emailing tax documents.
Passwordless sign-in
Microsoft or Google sign-in, and only the people you invite get in.
A complete audit trail
Every sign-in, view and change is recorded, so you can show who did what.
FAQ
Questions from accounting firms
Does Neurocity replace our tax or practice management software?
No. Neurocity sits beside the software you already use. It connects to QuickBooks and your email and directory, and to other systems through their APIs, and handles the work around them: requests, deadlines, engagements, close and your security plan.
Can clients see their own returns and requests?
Yes. The pack includes portal pages where each client sees only their own returns and outstanding documents. Fees and internal notes are never shown there.
Does the security plan app make us compliant?
It helps you keep a written security plan current, with owners, evidence and review dates, so you can show it when asked. Whether your plan meets the rules that apply to your firm is for you and your advisers to decide.
See the accounting firm pack on your own work
Book a short meeting and we'll set the pack up with you, show it on your own data and answer every security question you have.