Only ready clients get booking access through PrepQueue.
Where IQ meets EQ
PrepQueue gives tax and bookkeeping practices the intelligence to know who's ready and the experience to make boundaries feel simple. Set your readiness rules once: clients see exactly what to upload, your team sees what's complete, and PrepQueue holds booking access until the file is ready.
The profession's own data agrees.
In Wolters Kluwer's survey of nearly 2,000 US tax and accounting practices, late or unprepared clients ranked as the top challenge for small practices. And as recently as the 2026 filing season, tax professionals surveyed by NATP reported that the biggest issue wasn't complex returns, it was missing, late, or incomplete information. PrepQueue puts readiness at the front of your practice so that gap stops setting your pace.
Sources: Wolters Kluwer Annual Accounting Industry Survey, 2022 (1,983 US firms); National Association of Tax Professionals filing-season polls, 2026.
Three rules that hold the line.
Set the rules once, and Ready-Only Scheduling™ does the rest. Booking access opens only when a client's file is ready. It's where IQ meets EQ: the intelligence to know who's ready, and the experience that makes "not yet" feel like guidance, not rejection.
Only ready clients on your calendar.
PrepQueue holds booking access until a client's file is complete and approved. Your scheduler still runs your calendar; PrepQueue decides when a client can reach it. No more review meetings on half-finished files.
Only complete files in front of your team.
Received is not the same as usable. Your team reviews every uploaded item and approves it, sends it back with a reason, or files it to the right slot. The file is ready when your team says it is, not when the uploads stop.
- 1Not started
- 2In progress
- 3Ready to Book
- 4Booked
- 1Not started
- 2In progress
- 3Ready to Book
- 4Booked
Booking access opens at "Ready to Book."
Only one place to look.
Every document, message, and status update for a client lives in one thread. Your team knows where any file stands in seconds; the client never wonders what's happening or what's next.
See it in action.
See how PrepQueue adapts to different practice workflows, from tax-season document readiness to monthly bookkeeping close management.
Tax Practices
Hold booking access until required tax documents are received and reviewed, so staff only meet with clients when files are actually ready.
Bookkeeping Practices
Keep monthly close on track by holding booking access for review meetings until source documents and reconciliations are complete.
Product preview. Design in progress. Screens are illustrative and use sample data; the live product may differ.
Boundaries your team can trust. Guidance your clients can follow.
PrepQueue is built so boundaries never feel like friction to your clients. You get control; they get a clear path to the finish line.
For your team (the IQ)
A readiness gate that keeps half-finished files off your calendar
Booking access that opens only when a client's file is ready
One timeline per client: documents, messages, status, and deadlines in one place
Review each uploaded item and approve it, send it back with a reason, or move a misfiled document to the right slot, so only ready work reaches your team
An in-browser viewer to review, rotate, and zoom uploaded files without downloading them
For your clients (the EQ)
A guided checklist showing exactly what to send and what's left, not a confusing portal
Secure sign-in by magic link, no passwords to remember, so clients upload from their phone in a tap
A progress bar that fills as they go, and a review that unlocks when they're done
You don't have to rebuild your practice.
Keep your tax software, your billing, your payment processor, and your e-sign tool. PrepQueue sits at your front door, intake, document readiness, and scheduling, so there's no data migration and no practice-wide overhaul. We don't touch how you get paid or how you bill. You're live after one guided setup session, not a months-long implementation.
Built by a CPA.
Joshua Pevarnik, CPA
Founder, PrepQueue
I spent years inside a top-10 CPA practice, working through busy seasons and watching strong practices get buried in scheduling chaos, client follow-up, and the never-ending document chase. My background spans public accounting and finance leadership. PrepQueue is the tool I wanted then and never had: built specifically for the busy-season bottleneck, not bolted onto a generic calendar.
Built to stay on your side.
PrepQueue is built and run by a working CPA, for small tax and bookkeeping practices. Flat pricing by practice size, a lifetime price lock for Founder's Club partners, and a deliberately focused product that does one thing well instead of trying to run your entire practice. We built PrepQueue to earn its place in your workflow, not to take over your practice.
Simple, flat pricing by practice size.
No per-seat penalties. No seasonal-seat punishment. All-inclusive. Early-access pricing shown below.
Founder's Club partners lock in $99/mo for life. see the Founder's Club offer below.
- Solo1–2 users$149/mo
- Small3–5 users$299/mo
- Growth6–10 users$499/mo
- Practice11–25 users$899/mo
- Scale25+ usersCustom (contact us)
Billed annually; monthly billing is approximately 20% higher.
Concierge setup (a $750 value) included free for annual early-access practices.
For a solo practice, one unprepared review meeting can cost more than a month of PrepQueue.
Common questions (FAQ)
Where PrepQueue is headed.
PrepQueue starts by fixing the front door: document-gated booking access, staff-approved readiness, and one client timeline. Here's what's coming next.
Inbox & calendar sync
Two-way sync with Microsoft 365 and Google Workspace, so client emails log automatically and booking respects the calendar you already keep, with no double-booking.
SMS one-time codes
An additional secure sign-in option: one-time codes sent by text, alongside the magic-link login clients already use.
Last-mile integrations
Push finished documents straight into your tax software and document storage (Google Drive, ShareFile, and more) through secure automation.
The finish line
A final handoff screen that routes clients to your e-sign and payment links, so the whole engagement closes in one place.
Roadmap items are in active development and not yet available; features and timing may change.
Founder's Club early access.
A limited design-partner program for practices preparing for next season.
PrepQueue is opening a limited Founder's Club for the first 15 small tax and bookkeeping practices that want tighter control over intake, document readiness, and review scheduling before next busy season.
Lock in early-access pricing for life while your subscription stays active.
- Up to 5 users: $99/month, billed annually
- 6 to 25 users: custom Founder's Club pricing
- Concierge setup and founder-led workflow mapping included
- A direct line to the founder
- Direct influence on the product roadmap
PrepQueue's standard pricing starts at $149/month. Founder's Club partners get early access, hands-on setup, and a lifetime price lock as we prepare for broader launch.
Best fit for practices that:
- Handle a steady volume of tax returns, recurring monthly closes, or both
- Spend meaningful staff time chasing missing documents
- Use a mix of portals, email, scheduling links, spreadsheets, or checklists to manage intake
- Want review appointments to open only after a client's file is ready
- Are willing to share candid workflow feedback during setup
Request early access.
Tell us about your practice and we'll be in touch with next steps.
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