Do I have to change my tax software or how my team works?+
No. Kairos types into the ProSeries or Drake Tax you already run, on the same Windows computer. There's no portal and no new place to upload. Your team scans the stack the way it does today.
Who on my team runs it?+
Anyone who can run a scanner. Your front desk or admin drops the stack, Kairos types it in, and your preparer sits down to review. Nobody keys numbers.
How do I know a number is right?+
Click any entered number to see the box it came from on the original page. Before it types, Kairos proves it's on the right client and the right form. If it can't be sure of a box, it doesn't guess. It asks you and names the box.
Will junior staff still learn the work?+
Yes, and the part worth learning. Instead of keying numbers, newer staff review each entered number beside the box it came from, so they see how every document connects to the return from day one.
What about a messy stack?+
Drop it all at once. Kairos sorts the pages into their forms, splits a long brokerage statement into its parts, and enters each one for the right client.
How long does setup take?+
Install it, type the code we email you and your firm's name. That's the setup. Try our sample client first, then one of your own. Rather do it together? We'll set up your first client with you on a free 10-minute call.
Does Kairos file the return?+
Never. Kairos does the typing. Your team reviews every return and makes every call. More on how Kairos handles client data →