From bank data to Schedule C-ready workpapers.
Upload client bank spreadsheets, categorize transactions with pre-built libraries or optional AI, review the results, and prepare cash-basis reports.
Essentials starts at $17.99/month billed annually. Exclusively licensed to professional firms.
Review categories and resolve questions.
Reviewed categories with supporting transactions.
View illustrative transactions
Library match$124.50
Gross receipts$2,400.00
Needs professional review$500.00
Get the answers you need. Keep every conversation connected to the work.
Missing documents and unclear transactions can hold up an entire workpaper. Give clients a clear list of what you need, collect their replies in one place, and see what still needs attention.
Make the next action clear
Request a document, ask a question or assign an intake step. Add instructions so the client knows what to provide.
Ask about the exact transactions
Select one or more transactions and ask for their business purpose, an explanation or supporting evidence. Replies stay linked to those rows.
Follow up without rebuilding the request
Use the rolling Reminder / Client Chaser System for outstanding items. Stop reminders when the item is resolved. Email and SMS availability and extra charges follow the published offer.
Review each answer where it belongs
Check the explanation or document alongside its request. If something is incomplete, ask a focused follow-up on that item.
See what is holding up the work
Track pending, in-progress and completed actions. Clients respond through the Standard client portal; professional branding follows White Label enrollment.
Choose what needs clarification
Two transactions, one linked clarification request.
Send clear instructions
Keep the request moving
The reminder points back to the outstanding request. Reminder scheduling is a rolling tool, subject to availability and published charges.
The client replies in context
Review and resolve
The professional reviews the evidence before changing categories. Resolved items stop prompting reminders.
Design preview: This walkthrough illustrates the intended workflow, not live messaging, uploads or notifications. Collaboration is for Standard clients. White Label enrollment controls professional branding. Reminder and SignSimba tools release after beta clearance; eSignature is not required to clarify a transaction.
Built by a practitioner
Founded by an IRS Enrolled Agent with 21 years of experience.
For your clients
Licensed to professionals, not sold directly to retail individual filers.
Your own brand
Offer a branded client experience with full white label or managed branding.
Cash-basis in. Tax-ready out.
Explore how CatSimba connects reviewed transaction work with professional service opportunities, including a branded business-client widget and optional human capacity.
POA auto-fill: enter client information once.
Select the client’s agencies and matters, prepare supported POAs and related authorizations from one record, and review each form before signature or submission.
Individual form availability is subject to beta release; no simultaneous release date is promised.
Explore POA auto-fill →Founding Member bonus tools
Examples include SignSimba eSign, billing and proposals, client portal, reminders, onboarding, document merge, intake and POA auto-fill.
These tools are bonuses released to Founding Members on a rolling basis as each clears beta. No fixed release date is promised per tool. Benefits apply while the CatSimba subscription remains active.
Explore POA auto-fill