Hispanusa Accounting is the practice suite for accounting & tax firms: engagements, document checklists, deadlines, billing — and an AI that chases the missing W-2s, drafts the letters, and answers questions grounded only in that one client's documents. Never anyone else's.
Client confidentiality isn't a policy here — it's the architecture.
Every client gets their own knowledge namespace the moment they're created — a separate index, not a filter. A question about one client physically cannot retrieve another client's documents.
Assign staff to a client and only they (plus admins) can search that client's library. Reassign someone and their access — including the search index itself — is re-sealed immediately.
Ask Baxter about a client and it reads exactly two places: that client's sealed library and your firm's shared Tax Knowledge Library. Every answer cites its sources; every action lands in the audit trail.
The client answers a short secure interview — sold stock? rental? K-1s? — and each yes adds exactly the right document requests, 1099-B to 1098-T. Simple returns aren't over-chased; complex ones miss nothing.
“Request all missing” sends ONE firm-branded email listing every outstanding document with one upload page — clients upload the actual PDFs, which file into their sealed library and check off the list. Email attachments file themselves too.
Hispanusa fills the official IRS Form 4868/7004 with the client's identity and balance-due estimate, files the package into their library, and tracks it prepared → mailed / e-filed → accepted. Honest scope: your firm transmits; Hispanusa prepares and tracks.
Firm name, color and disclosures on every chase email, organizer, engagement letter and invoice. Your clients correspond with your firm — the platform stays invisible.
Track time, watch WIP, turn unbilled hours into an invoice in one click — and with your Stripe connected, every invoice email carries a real Pay button. Payments post into the invoice and the firm's books automatically.
Full bookkeeping per client: QuickBooks and Plaid feeds, rule + AI categorization, bank reconciliation to the cent, payroll tracking with the 941/W-2 calendar — and the three financial statements (P&L, Balance Sheet, Cash Flow) as one branded package.
Cash forecast with runway, budget vs actual, cost-reduction flags, the S-corp election savings computed from real numbers, sales-tax nexus across all 50 states — and when an IRS notice lands, the response opens itself: checklist, deadline, drafted letter.
A double-entry ledger is built into the plugin: every client invoice and payment posts to it automatically, with a journal export an auditor will accept — the firm that does the books has its own books done.
Practice suites charge per seat, per module, per busy season — before you have billed a single client. Hispanusa Accounting charges on the one event that earns the firm money. A filing is a federal return transmitted or finalised for download: never a re-transmit after an IRS rejection, never an extension, never a return you priced free.
Pay as you file
$89 per filing
Nothing until a return goes out
Prepaid
Best rate$69 per filing
Blocks of 25 filings, bought up front
Included free on self-hosted Hispanusa — open core. No card to start, and nothing to cancel: if you do not file, you do not pay.
| Capability | TurboTax | Practice suites | Hispanusa Accounting |
|---|---|---|---|
| Interview-driven intake | For yourself | Rare | Client-filled organizer → exact document requests |
| Documents verified on arrival | — | — | Type + tax-year checked before checkoff |
| Chasing missing documents | — | Manual | Automatic, one email for everything, uploads verified |
| Draft return + filled Form 1040 | Own filing only | In tax software | One click from the client's documents, cited |
| Real tax computation | Yes (own filing) | In tax software | Ordinary + capital-gains worksheets, SE tax, QBI, SS worksheet, NIIT — hand-verified tables |
| Tax-saving recommendations | Basic | Preparer's memory | Detected + quantified, applied on approval |
| IRS-style pre-filing audit | Risk meter | — | Full examination report with the IDR, as a PDF |
| Extensions e-filed | Own only | In tax software | Filled official 4868/7004, transmitted via provider, confirmed |
| Client bookkeeping (books, P&L) | — | Separate product | Built in: Plaid + QuickBooks + rules + Baxter |
| Get invoices paid | — | Separate product | Stripe pay links, auto-posted to firm books |
| All 50 states | Yes (own filing) | In tax software | Deadlines, extension rules, registrations built in |
Honest scope: income tax returns themselves transmit through your professional filing software (no public 1040 e-file API exists — for anyone); extensions e-file through your IRS-authorized provider account, always behind a confirmation.