Taxcalibur
Clients and returns
Every client with spouse, dependents, employers, businesses and refund account. Every return by stage: collecting, review, approved, exported. Search, archive, and a tamper-evident activity log.
Windows 10 and 1114 languagesEncrypted on your device
Cut through tax season.
Taxcalibur is the tax-prep workstation for small practices. Add a client, drop in their documents and press one button: personal details are removed, the documents are read, the federal return is calculated and the official IRS forms are filled. You review, sign off and hand the return to Drake Tax. Clients, reminders and invoices live in the same encrypted app.
1button from documents to a calculated Form 1040
217engine findings explained, each with its source
14languages, for you and for your clients
0client files stored on our servers
From a pile of papers to a signed-off return
What Taxcalibur does for every return
- Documents. Drag in PDFs, Word files or phone photos, or use the camera. Everything is encrypted the moment it arrives.
- Prepare, one button. Names, SSNs and account numbers are removed first. Then the redacted documents are read by AI (Claude, through your own account), and the ASL tax engine calculates Form 1040, plus the Colorado DR 0104 for Colorado clients.
- Review. Refund or amount owed, the key figures, and every finding of the engine in plain words with the rule it comes from, with the questions still open.
- Sign off and hand off. Sign with your password (optionally with a trusted RFC 3161 timestamp), print the filled IRS forms and a client summary, and save the hand-off package for Drake Tax, where you file the return of record.
Your practice in one window
Clients, deadlines and getting paid
What's missing
Each return gets a document checklist built from the client record: a W-2 per employer, business records, IDs, last year's return. It ticks itself as documents are read, and one click emails the client what is still missing.
Reminders and deadlines
Call-backs and follow-ups, plus the filing deadline, the extended deadline and all four estimated-payment dates in one click. What's due shows on the home screen.
Contact log
Calls, emails, meetings and notes with each client, with the date, so anyone can see what was agreed.
Invoices and receipts
Numbered invoices from the fee, payment by cash, check, card or transfer, and a printable receipt.
Your AI assistant, if you want it
Connect your own Claude or ChatGPT desktop app and ask "what's waiting for me?" or "prepare job 5001". It works only while you're signed in and only when you allow it.
Privacy
Your clients' files stay on your computer
Taxcalibur keeps the client database and every document encrypted on your own device, unlocked with your password, and locks itself when you step away. Personal details are removed before any document is read by AI. There is no Taxcalibur cloud: we never receive your clients' files.
Printable recovery code, encrypted backups, and an activity log you can check for tampering.
In 14 languages
Every screen, the help, the tutorial and the engine's findings speak your language. Arabic reads right to left.
EnglishPolskiEspañol中文TagalogTiếng ViệtالعربيةFrançais한국어РусскийPortuguêsKreyòl ayisyenDeutschहिन्दी
One price, no subscription
$99.99
One-time purchase in the Microsoft Store, with a free trial. Updates included. Microsoft handles payment, tax and refunds.
Requires Windows 10 (version 2004) or later, x64. AI document reading uses your own Claude account or connected desktop assistant; Taxcalibur does not include AI usage. Returns are filed through Drake Tax. Federal Form 1040; state returns: Colorado.