Exclusively for Tax, Accounting & Bookkeeping Professionals

From bank data to Schedule C-ready workpapers.

Upload client bank spreadsheets, categorize transactions with pre-built libraries or optional AI, review the results, and prepare cash-basis reports.

Join the Professional Waitlist →Explore the clickable demo

Essentials starts at $17.99/month. Exclusively licensed to professional firms.

AI never mandatoryBring your own AI keyWhite label for eligible Standard clients

Sample client workflowIllustrative

Bank CSV→Categorize→Review→Report

Office supply purchase
Library match$124.50

Client payment
Gross receipts$2,400.00

Unrecognized transfer
Needs professional review$500.00

Try categorizing →

Built by a practitioner

Founded by an IRS Enrolled Agent with 21 years of experience.

For your clients

Licensed to professionals, not sold directly to retail individual filers.

Your own brand

Offer a branded client experience with full white label or managed branding.

Cash-basis in. Tax-ready out.

Explore how CatSimba connects reviewed transaction work with professional service opportunities, including a branded business-client widget and optional human capacity.

Compare the approaches Explore the widget

Flagship practice workflow · rolling beta release

POA auto-fill: enter client information once.

Select the client’s agencies and matters, prepare supported POAs and related authorizations from one record, and review each form before signature or submission.

Client record→Federal / state / local / motor-carrier authorizations→Professional review

Individual form availability is subject to beta release; no simultaneous release date is promised.

Explore POA auto-fill →

Founding Member bonus tools

Examples include SignSimba eSign, billing and proposals, client portal, reminders, onboarding, document merge, intake and POA auto-fill.

These tools are bonuses released to Founding Members on a rolling basis as each clears beta. No fixed release date is promised per tool. Benefits apply while the CatSimba subscription remains active.

Explore POA auto-fill