CPAReady is a private workspace for people who own several businesses and properties. Structure your entities, attach the accounts, collect every statement, and see exactly how ready you are for filing season.
S corps, partnerships, disregarded LLCs, trusts, and rentals, with ownership percentages and K-1 flags. Entities can own other entities.
Documents live in private storage, organized by entity, tax year, and document type. Access is granted, never public.
A twelve month grid per account plus a punch list for W-2s, 1098s, and K-1s. Readiness is a number, not a guess.
Invite your CPA as a guest limited to specific entities and tax years. They see nothing outside that scope.
Record the maximum balance per calendar year and currency, the figure your CPA needs for FBAR and Form 8938.
Two-factor authentication, row level isolation between households, and no full account numbers or full EINs stored.
Set it up once, stay ready.