Titan Tax Tools
Titan Tax Tools
Powerful. Accurate. Effortless.

Three steps. No spreadsheets.

Share a secure link, collect data, run the calculators.

Process engineered for real tax practitioners

Every case follows the same secure workflow: share a temporary link, let the client handle the intake, and review the data directly inside the calculators. No CRM, no IRS API hooks, no mystery logic.

Step 1

Create a temporary client link

From your dashboard select “New Link”, choose the calculator stack (IA, Hardship, OIC screeners), and set an expiration window. Links are IP/device locked so they can’t be forwarded.

  • Client sees clean, human-first questions
  • No IRS tables exposed
  • Auto-locks after expiration
Step 2

Client fills financials

They enter filing info, household details, income, expenses, assets, and liabilities in plain language. Frequencies are normalized automatically. They can’t access strategy notes, IRS caps, or results.

  • Notes column for context
  • Required uploads flagged, not stored
  • Submission locks the form
Step 3

Review + calculate

You reopen the case, adjust numbers if verified, and run any calculator. Export internal memos or client-ready summaries, then archive or purge per your compliance policy.

  • Push data into IA, Hardship, OIC, or PPIA models
  • Compare plan tiers instantly
  • Audit log tracks reopen/export events

Temp link rules (locked, enforced automatically)

  • One submission per link. Pros can re-open manually for corrections.
  • Client cannot see thresholds, down payments, or plan recommendations.
  • Links expire on schedule or after inactivity. Expired links cannot be revived by clients.
  • IP + device fingerprinting prevents trial abuse and protects discounts.

What the client sees

Simple progress bar, required vs. optional sections, calculator-neutral language. They can upload supporting docs, but files auto-delete after review.

What you see

Normalized monthly summaries, IRS-allowable vs. actual, red flags, and quick-launch to any calculator.

Data handling & purge logic

Storage

Data exists only while you have an active subscription. No long-term cold storage and no transcript pulling.

Auto-purge

Cases purge automatically after inactivity or subscription cancellation. Notifications go out before deletion.

No IRS API

We do not connect to the IRS or pull transcripts. Everything you enter comes from your verified documents.

Spin up a link and test it yourself.

Use the 3-day trial to run through the exact workflow your clients will experience.

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