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For CPA firms & tax preparers

Tie out every 1040 to its source - in minutes, not evenings.

WP TieOut reads your source documents, compares them to the drafted return, and flags only the real discrepancies – then assembles an audit-ready binder and a clean sign-off trail.

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No signup to try it · click through the real workflow below
Vance — TY 2025
Return tie-out · vs. drafted 1040
19 checked
Wages (W-2 ×2)168,200✓ ties
Dividends (Sch. B)+304review
Q4 est. paymentmissingexception
Mortgage interest11,420✓ ties
Capital gain (Sch. D)3,421✓ ties
2 exceptions surfaced — everything else tied to source automatically

Designed for 1040 review

· works alongside your tax software · source-linked workpaper · stamps & sign-off audit trail

Interactive demo

Click through a return - start to sign-off

A simulated walkthrough of the real workflow. Use the buttons in the app, or Next below.

app.wptieout.com Preparer
Work board
Every open return — live status and who has it right now. Open one to begin.
Client · currently with Status
EV Eleanor & Marcus Vance With Priya N. · Reviewer
SR Sofia Reyes With Dana W. · Preparer
DO The Okafor Trust With Dana W. · Preparer
JH James Holloway With Marcus R. · Sign-off

Simulated for demonstration — figures are illustrative.

The problem

Review season is manual - and the stakes are high.

Reconciling a drafted return against a pile of source documents is slow, repetitive, and exactly where costly mistakes slip through.

01

Hours per return

Reviewers eyeball every figure against W-2s, 1099s and brokerage composites — line by line, return by return.

02

Easy to miss

A transposed digit or a missing 1099-B changes the refund. Catching it depends on a tired human at 9pm in April.

03

No clean trail

Who checked what, against which document? Workpapers, stamps and sign-offs live in scattered PDFs and email.

How it works

From documents to sign-off, in one flow

WP TieOut follows the way returns actually move through a firm — preparer, reviewer, partner.

1

Validate

AI extracts every source document and routes only the uncertain items to a quick human review.

2

Tie-out

Upload the drafted return; AI compares it to the source workpaper and surfaces the true discrepancies.

3

Binder

Source docs compile into one bookmarked PDF, organized by 1040 workflow — with stamps and marks.

4

Sign-off

The partner signs off and the return is marked ready to file — with a complete audit trail.

What you get

Built for accuracy and accountability

Review by exception

Stop eyeballing everything. Clean items flow through; only uncertain or mismatched figures need your eyes.

AI tie-out

Drafted return vs. source workpaper, compared automatically — with the variance and the supporting document in one view.

Source binder

Every original document compiled into one bookmarked PDF, organized by 1040 category — pages never altered.

Stamps & sign-off

Prepared, reviewed, partner-signed — every line and document carries who checked it and when.

Roles built in

Assign preparer, reviewer and signer on every return. Work hands off cleanly from one stage to the next.

Audit-ready

A complete, exportable trail of validations, exceptions and sign-offs — ready for review or examination.

Work board

Every open return on one board with live status and who has it now — preparer, reviewer or sign-off — and one click into the client, binder or workpaper.

Secure document requests

Send clients a no-portal upload link with a tailored checklist. Their files arrive in the client inbox, ready to file into the return.

Multi-year history

Filed returns lock and archive by tax year for a clean client history — and a reviewer or sign-off can unlock one to reopen, every change audited.

Your clients' data, treated like it matters.

Tax data and SSNs demand real protection. WP TieOut is being built with encryption, strict access controls, and a security-first posture from day one. (Compliance details available on request as we onboard early partners.)

Be an early partner

We’re working with a small group of preparers and firms to shape WP TieOut. Tell us a little about your firm and we’ll reach out.

No spam - we'll only contact you about early access. We'll never ask for client or taxpayer data during early access.