Demonstration page. This is an illustrative example built with Forge’s UI primitives. It is not a Forge product, not a customer deployment, and not affiliated with any company named on it. Every name, number, statistic, certification, price and metric on this page is invented sample data. The buttons below do not transact.

Forge Tax

Tax preparation, hardened by default

The analytical dashboard CPA firms use to manage 1000+ clients. IRS-compliant. Audited. Multi-tenant.

Illustrative layout — sample data, not a real product

Why Forge Tax

The hardest parts of tax prep, automated

From data import to bracket math to PDF output — every step has a pre-built primitive.

IRS data import
Upload 1040s, W-2s, 1099s. Auto-detect form types. Handle 100k records in minutes.
Bracket calculations
Arbitrary-precision decimal math across all 2026 federal brackets. No float rounding bugs.
PDF report generation
Generate 1040, 1120, 1065 PDFs that match IRS layouts. E-signature ready.
Multi-tenant
One CPA firm, 1000+ clients. RLS-enforced row-level isolation. Zero cross-tenant leaks.
Audit trail
Every record change logged with actor + timestamp.
Real-time analytics
Aggregate 10M+ rows client-by-client. Drill down to a single return. Sub-second.
Returns filed (YTD)
—
Sample metric — no data
Avg refund
—
Sample metric — no data
Audit flags
—
Sample metric — no data
Firm revenue
—
Sample metric — no data

Pricing

Pick the plan that fits your firm

From solo CPA to Big-4. Every plan ships with the full pre-built test suite.

Solo CPA

For independent tax preparers

$49/ month
  • Up to 100 clients
  • PDF generation
  • Email support
  • 1 user seat
Most popular

Firm

Mid-size CPA practices

$199/ month
  • Up to 1,000 clients
  • Multi-user roles
  • Priority support
  • 10 user seats
  • Audit trail
  • API access

Enterprise

Big-4 + national firms

$999/ month
  • Unlimited clients
  • Unlimited seats
  • SSO + SCIM
  • Dedicated CSM
  • Custom data residency
Recent returns
Sample rows for layout demo — fictional client names and amounts, not real filings
RET-9021Acme Industries LLC1120
Filed$12,400
RET-9020Jordan Sample1040
Ready to file$3,210 refund
RET-9019Kumar Holdings1065
In review$48,200 owed
RET-9018Sample Family Trust1041
Filed$1,840
RET-9017Meridian Software1120-S
Draft—