RUN YOUR TAX
OFFICE.
NOT YOUR
SOFTWARE.
AEOS gives your team one Command Center to manage clients, tax returns, documents, and day-to-day operations — while AEOS handles the workflows and automation behind the scenes.
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EVERYTHING YOUR TEAM NEEDS.
WITHOUT THE CRM CLUTTER.
Your team shouldn't have to dig through a CRM just to figure out what needs attention. AEOS gives your office a Command Center built around the work that actually matters.
Clients
See the clients your office is actively working with without digging through unnecessary CRM records.
Tax Returns
Know exactly where every return stands and what needs to happen next.
Documents
Track missing documents and client requirements directly from the return.
Preparers
Give preparers access to the clients and returns assigned specifically to them.
The complexity stays in the backend.
Your team sees what they need to run the office.
YOUR TEAM TAKES
THE ACTION.
AEOS HANDLES
WHAT HAPPENS NEXT.
Your preparer updates the return.
For example, they mark a return as Missing Documents and select exactly what the client still needs to provide.
AEOS updates the system.
The client record and return stage are updated behind the scenes without your team jumping between tools.
The correct workflow runs automatically.
AEOS can notify the client about exactly what's missing and keep the return in the correct stage.
Your team keeps working.
No manual automation triggers. No figuring out what workflow should run. No unnecessary backend management.
WORK SMARTER.
WITH LESS TO MANAGE.
Running an efficient tax office shouldn't mean paying for multiple disconnected tools — then paying someone else to connect, automate, maintain, and explain them.
BUILT FOR OWNERS.
SIMPLE FOR PREPARERS.
See the entire operation.
Know what's moving, what's waiting, what needs attention, and how work is distributed across your tax office without digging through your CRM.
See exactly what needs to be done.
Preparers see their assigned clients, return status, documents, and next actions without needing to understand workflows, triggers, or the backend.
Just manage the return.
ONE SYSTEM FOR YOUR OFFICE.
ONE EXPERIENCE FOR YOUR CLIENTS.
AEOS connects both sides of your tax office.
AEOS Command Center
Where your team runs the office. Owners see the entire operation while preparers focus on their assigned clients, returns, documents, and actions.
AEOS Client Portal
Clients securely access their portal to see their return status, document requests, and when your office needs something from them.
Your team knows what to do. Your clients know what's happening.
AEOS runs the system between them.
AEOS V1 IS
THE FOUNDATION.
We're starting with the core system tax offices need day-to-day — but AEOS isn't stopping here.
AEOS will continue evolving based on how tax offices actually work, where teams lose time, and what can be simplified.
More capabilities. Less complexity. One system that keeps getting better with your tax office.
Your tax office doesn't
need more software to manage.
It needs a system it can run from. See the Command Center, Client Portal, and how AEOS handles the operation behind your tax office.
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