Walk through the workflows your clients and team use every day — from document AI and organizer prefill to pricing, deadlines, firm knowledge, year-round planning, and profitability reporting.
Clients upload files however they arrive — scans, phone photos, PDFs named by their bank's software. The AI reads each one and slots it into the correct checklist item with a clean filename.
Client upload
Document checklist
Wages & Self-Employment Income
Investment & Financial Income
Retirement & Social Security
Firm document review
By reading the client's prior-year return, the platform automatically prepares a customized document request list for your team — reducing confusion, minimizing repetitive follow-up, and delivering a more polished client experience from day one.
Clients answer a tailored questionnaire — and each response that triggers an add-on service automatically surfaces as a line item in your fee calculator.
Manage staff leave with blackout-period enforcement, track every client project and assignment in one view, and measure team performance with automated report cards.
Clients track their personal budget, log business income and expenses month by month, and model rental properties — all inside Helm. Your team arrives at tax time with the numbers already organized.
Helm sends clients email and SMS reminders at 30, 14, 7, and 3 days before every tax deadline — per entity type, with per-client overrides. Clients can snooze, dismiss, or pay right from the message.
Before a client uploads a single document, they receive a branded firm brochure, an engagement letter to e-sign, and a data sheet to complete. Expectations set. Relationship established. First impression: unforgettable.
A built-in knowledge base your whole team can edit — notebooks, sections, and pages for procedures, notice responses, and training. Every save keeps a revision, so nothing a teammate wrote is ever lost.
Revenue tracked month by month against last year, and profitability computed per client from billable hours, labor cost, and overhead. Spot the clients that make you money — and the ones that quietly don't.
Every request is served over HTTPS with a modern TLS 1.2/1.3 policy, redirected automatically if it isn't.
Client documents and firm data live on encrypted storage, and every backup is encrypted before it leaves the server.
Your firm's data is walled off from every other firm, enforced on every request.
Passwords are hashed, never stored in plain text. Failed logins trigger an automatic lockout.
No open SSH or direct server access — our team connects through AWS's audited tools only.
Logins, password changes, and access to sensitive records are logged and reviewable.