Returns
Preparation built on numbers you can trace.
Returns carries the figures Intake pulled off the client's documents straight through preparation, every number still linked to its source. It's in active development, and we're building it with a small group of firms.
- No re-keying from intake
- In active development
- Design partner program open
Overview
One system from intake to review
Preparation is where re-keying usually happens. It shouldn't. The figures Intake pulled off the client's documents carry straight into the return, still linked to the page they came from, so a reviewer can click any number and see the source.
Returns isn't released yet, and we'd rather say so than imply otherwise. It's in active development, and the firms building it with us are the ones deciding what ships first: which forms, which jurisdictions, which parts of review we take on.
If want to help us build the product you’ve always dreamed of, apply below.
Become a Design Partner
We would rather build Returns against real engagements than against our own assumptions about them. Design partners work with us while it is being built, and what they run into is what we fix next.
- Early access to each piece as it becomes usable
- A say in which forms and jurisdictions we take on first
- A direct line to the people building it, not a support queue
The application takes a few minutes. We read every one and reply either way.
Everything you need to know about Marble
Marble is an AI-powered platform built for tax professionals and accounting firms. Research tax questions, manage client intake, analyze returns, and prepare tax work with intelligence and automation built into every step.
See what tax work looks like with Marble.
Start researching today or talk to our team about bringing Marble across your firm’s tax workflow.