Skip to content
Layered workpapers converging into a precise review-ready folio.
AI-native workflow for boutique tax firms

The operating platform for the modern tax firm.

Tepin is building a connected operating layer around each return, so boutique firms can spend less time reconstructing work and create more room for judgment, client service, and planning.

Explore the platform Request early access

A web application in active development, built with input from practicing tax professionals.

The operating problem

The tax talent shortage is real. Your growth ceiling does not have to be.

Boutique firms do not lack expertise. They lack enough uninterrupted professional time. Tepin is built around the work that consumes that time before a tax decision can even begin.

Why this moment matters
01

Work is scattered

Missing information, open questions, notes, and ownership live across inboxes, portals, workpapers, and memory.

02

Review starts with reconstruction

Your most experienced people spend scarce time rebuilding context before they can apply professional judgment.

03

The partner becomes the system

Status, exceptions, client history, and next actions keep routing through the people the firm can least afford to interrupt.

One operating direction

From collection to planning, keep the thread.

Tepin begins with the work around the return and is building toward a governed operating layer across the tax lifecycle. The product works alongside the tax software your firm already trusts.

  1. 01

    Collect

    Keep requests, gaps, and ownership visible.

  2. 02

    Prepare

    Carry evidence context into supported work.

  3. 03

    Resolve

    Make open questions and exceptions explicit.

  4. 04

    Review

    Bring clearer handoffs to professional judgment.

  5. 05

    Plan

    Build toward year-round client conversations.

See how a season fits together
AI with professional control

Make the human more capable.

01 / Evidence-connected

Keep the reason close to the work.

In supported workflows, source context stays close to open questions and review handoffs.

02 / Exception-first

Direct attention to what needs judgment.

Tepin is designed to surface unresolved work instead of asking professionals to inspect every routine step the same way.

03 / Human-approved

AI drafts. Professionals decide.

Your firm retains review, client communication, sign-off, and filing authority. Existing tax software remains the filing system.

Tepin does not autonomously file returns or send client communications. Scope, data handling, and supported workflows are reviewed before client data is considered.

One firm. Less context loss.

A workflow is only useful when it respects how partners, reviewers, preparers, and operations leads actually share responsibility.

Partners

See the firm without becoming its status layer.

Build toward a clearer view of the work, the exceptions, and the decisions that genuinely need partner judgment.

Reviewers

Start with context, not archaeology.

Supported handoffs bring missing items, evidence context, work performed, and unresolved questions together.

Preparers and operations

Know what is next and who owns it.

A connected workflow is designed to reduce avoidable chasing and make responsibilities easier to see.

The larger vision

The tax firm is already closest to the real numbers.

Boutique tax firms see the ledger, payroll, ownership decisions, and financial history that shape a small business. Tepin is being built to give those firms more operating room to use that trusted position well, beyond the filing deadline.

AI should make the professional more skilled, the handoff more accountable, and the client relationship more useful.

Read the Tepin thesis
See it for your firm

Two ways to examine where your firm could go next

Two minutes · no signup

Model an advisory scenario

Enter your client count and average fee, then adjust fit, conversion, and pricing. The output is editable planning arithmetic, not a forecast.

Open the calculator
Seven questions · candid

Assess workflow readiness

A short self-assessment of your current workflow and operating habits. The score is a conversation starter, not operational proof.

Take the assessment
Frequently Asked

The questions partners ask on the first call

  • 01 Who is Tepin built for?
    Tepin is built for boutique CPA and tax firms that want a clearer operating model around the return. We are starting with teams where partners, reviewers, preparers, and operations leads need to keep work, context, and decisions moving together.
  • 02 What does Tepin do?
    In supported workflows, Tepin connects missing information, open questions, evidence context, exceptions, and human handoffs around a return. The broader product is being built toward an operating layer across collection, preparation, review, and planning.
  • 03 Does Tepin replace my tax software?
    No. Tepin is designed to work alongside the tax software your firm already uses. Your existing tax engine remains the preparation and filing authority, while Tepin focuses on the work and handoffs around it.
  • 04 How does Tepin use AI?
    Supported AI workflows are draft-first. Tepin can help organize context and prepare work for review, but named professionals decide what advances. Your firm retains review, client communication, sign-off, and filing authority.
  • 05 Is Tepin generally available?
    Not yet. Tepin is in active development and early access requests are open. Access is limited while supported workflows are validated and the application is prepared for broader release.
  • 06 Is Tepin a consulting or implementation service?
    No. Tepin is a software application, not an outsourced implementation service. It is designed for firms to use remotely alongside their existing tax software, with product documentation and standard setup support as availability expands.
  • 07 How does Tepin approach client data security?
    Before client data is considered, we review the proposed workflow, architecture, hosting, access boundaries, subprocessors, retention, and incident handling with the firm. Tepin does not currently claim a third-party security certification.
  • 08 How do I request early access?
    Use the early access page with business and firm information only, or email Tepin when that contact path is shown. Do not submit taxpayer, client, return, document, or account data. A request does not guarantee access or timing.
Early access

Build a more capable firm around the team you already have.

Tepin is a software application in active development. Request access to evaluate supported workflows and receive product updates as availability expands.

Request early access

Business contact and workflow information only. Never submit taxpayer or client data.