Stockyard for Tax Preparers

Client records and document tracking

Client records, document checklist tracking, scheduling, invoicing, notes.

Install Stockyard on a computer at your shop, home, or any spare laptop. Once it's running, use it from any phone, tablet, or laptop on the same Wi-Fi.

6 tools included
Dossier dashboard mockup
Dossier
Contact records and directory
Roundup dashboard mockup
Roundup
Job and task tracking
Booking dashboard mockup
Booking
Appointment scheduling
Billfold dashboard mockup
Billfold
Invoicing and payments
Notebook dashboard mockup
Notebook
Notes and documentation
Sundial dashboard mockup
Sundial
Scheduling and calendar
What it replaces

TaxDome ($50/mo) · Canopy

That's typically $30-100/mo in SaaS fees.

This bundle: $7.99/mo. Self-hosted. Yours forever.

14 days free
Then $7.99/mo. Cancel anytime. Your data stays no matter what.
Start 14-Day Trial

Credit card required. $0 charged today. Full access, no limits.

Each tool runs on your own computer. No cloud, no monthly accounts, no one else holding your data. You install it, you own it. or see all bundles.