Beyond415 WorkCenter

Get practical post-filing guidance

Beyond415 WorkCenter includes Beyond415 Guidance, which features current, practical information on individual, business and payroll areas of IRS practice and procedure.

• Follow issue-specific Workplans with detailed instructions and practice tips.
• Streamline notice and nuisance work with practical insight and standard responses.
• Better plan your engagements with time and billing estimates.
• Build your knowledge base by uploading resources you’ve used before.

See all Beyond415 Guidance features

Cut out the extra work on documents

Enter your firm and client information one time, and Beyond415 will prefill hundreds of built-in forms, letters, analysis tools and workpapers for addressing your client’s situation.

These documents will open in Microsoft Office programs on your computer, prefilled with client and firm information. Any changes you make to the documents can be automatically saved back to Beyond415 for future use.

Learn about Beyond415 documents

Manage the entire process more efficiently

Beyond415 WorkCenter helps you keep track of your post-filing work, with deadlines, status tracking and reporting capabilities. Add automatically time- and date-stamped client notes and reminders. You’ll automatically receive an email alerting you to an upcoming reminder so that no work falls through the cracks.

Using Beyond415’s Client Gateway, you can also securely communicate with clients and copy your clients on reminders to keep them automatically updated on any important deadlines.

Stay organized

Tax returns, audit documentation, copies of notices received — lots of paperwork goes along with post-filing issues. Easily upload or drag and drop documents to your client’s folder in Beyond415, and they’ll be securely accessible wherever you’re working.