Stop Guessing.
Know Who's Ready.
PreparerIQ transforms tax training into realistic client experiences. Preparers interview simulated taxpayers, review client documents, identify red flags, make filing decisions, and prove they're ready before they ever sit across from a real client.
Watching a training doesn't prove someone can handle a client.
Videos, quizzes, and practice returns can teach tax concepts. But tax preparation happens through conversations, documents, judgment calls, follow-up questions, due diligence, and knowing when something doesn't add up.
PreparerIQ shows you how they actually perform.
This isn't another tax course. It's the training room.
Give preparers an environment where mistakes become coaching opportunities — before those mistakes reach paying clients.
Realistic Client Interviews
Preparers speak with simulated taxpayers that respond based on scenario facts, hidden issues, documents, and the questions being asked.
Interactive Client Files
Review W-2s, 1099s, IDs, dependency documentation, education records, receipts, and other scenario-specific materials.
Hidden Red Flags
Clients don't simply announce the problem. Preparers must recognize inconsistencies, missing documentation, due-diligence concerns, and potential risk.
Real Filing Decisions
Preparers determine whether to prepare, request additional information, stop, escalate, or take another appropriate action.
Performance Scoring
Evaluate questioning, document review, due diligence, issue identification, and final decision-making.
Office-Level Insight
Office owners can identify who's ready, who's struggling, and where additional coaching is needed across their team.
From training to proof of readiness.
Invite Your Team
Create your private office workspace and invite preparers directly into your team.
Enter the Simulation
Preparers receive a fictional taxpayer scenario and begin an interactive client interview.
Ask. Review. Investigate.
Preparers question the client, inspect documents, identify inconsistencies, and determine what information is still needed.
Make the Call
The preparer chooses how the situation should be handled based on documentation, compliance, and due-diligence requirements.
See Who's Ready
Results become performance insight that helps offices identify strengths, weaknesses, and coaching opportunities.
Your clients shouldn't be the first test.
A PTIN tells you someone can legally prepare a return. It doesn't tell you how they'll perform when a client gives them incomplete information, conflicting documents, or a questionable story.
Be Among the First Offices to Experience PreparerIQ.
We're opening a limited private beta to selected tax professionals and office owners before the public launch.
Request Private Beta Access →Questions before you step inside?
No. PreparerIQ is a tax-preparer training and assessment platform. It does not prepare or electronically file taxpayer returns.
PreparerIQ is designed for tax offices, EROs, training organizations, preparers, and teams that want a more realistic way to practice and evaluate client-facing tax skills.
No. Simulation clients, identification materials, tax forms, documents, and taxpayer information are fictional training materials created specifically for educational use.
Yes. Office workspaces are designed to give owners visibility into their own preparers' simulation activity and performance while keeping office data separated.
Yes. Early beta access is being released selectively so we can gather focused feedback before a broader public launch.