Accurate Tax Preparation Quotes in Minutes.

The Quoting Tool for Tax Accountants. Price tax preparation, filing, and advisory services seamlessly.

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Struggling to price tax services profitably?

Tax preparation often involves complex calculations, client-specific needs, and last-minute adjustments. Scopey helps you structure pricing and scope projects effectively.

Quote in Minutes

AI-powered templates for tax preparation

filing

and advisory services.

Customize for Client Needs

Tailor quotes for individual, corporate, and small business clients.

Handle Complex Scopes

Illustration of optional services

Core Features

  • Quote Fast: AI-powered quoting that saves hours.
  • Upsell Naturally: Suggest additional services automatically.
  • No Client Surprises: Keep every request documented and approved.
  • Logged Client Approvals: Every change is tracked and signed off.
  • Branded Contracts with eSignatures: Send professional, ready-to-sign quotes.
  • Integration-Friendly: Connect Scopey with your favorite tools.
  • Live Tracking: Automatically detect and log changes in real time.
  • Simple to Learn and Use: Get started fast—no steep learning curve.

"Scopey has proven to be an invaluable tool for managing scope creep on our projects"

Rob O'Halloran

"Scopey has been great, it didn’t just help us to bill more, it also meant we had a clearer original scope that took half the time"

Ben - Blitzm Design

Get Started with Scopey

Break down multi-faceted tax projects into clear, billable components.
Book a free chat
The first 30 days are on us
Free hands-on onboarding & support
Customised setup for your business


Frequently Asked Questions

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Tax accountants often undercharge due to unclear scope. Scopey automates pricing, defines project scope, and ensures you're paid fairly. Try Scopey today!

How should I price tax preparation services?

Pricing depends on complexity, client type, and project scope. Scopey helps create structured, profitable quotes.

How do I handle last-minute client requests?

Scopey helps you define and adjust scope to ensure additional work is billed accordingly.

Scopey helps tax accountants streamline quoting, define project scope, and maintain profitability.

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