​A free 45-minute live session for tax practitioners: walkthrough, demo, and Q&A.

​Every morning started with digging through the inbox to work out where each client stood. Sam Leon, a practicing CPA, built TaxWeave to fix that. Free 45-minute live session: walkthrough, demo, and Q&A.

​1. Walkthrough (15 min)

• ​What TaxWeave connects to: Gmail or Outlook, Google Drive or OneDrive, and your client list

• ​The client workspace: emails, documents, notes, and deadlines in one place

• ​Vira, the assistant: ask about any client and get a briefing from the file

• ​Signals: client emails matched to the right client and logged on one timeline. Anything that can't be matched waits in a queue for you

• ​The firm view: which engagements are ready, waiting on the client, waiting on you, or gone quiet

​2. Live demo: preparing a 1040 workpaper (15 min)

​Source documents go in. A footed 1040 workpaper comes out, with every amount traceable to the form it came from - non-standard and messy documents included. Sam walks through the review step, and what a human signs off on. You review, and you file in the software you already use.

​3. Q&A (15 min)

​Bring a real workflow problem. Sam will tell you what fits today, what's coming before the 2027 season, and what doesn't fit.

​Who should come

​Solo and small-to-medium firm tax practitioners. The client workspace and firm view work for any return type. The live workpaper demo is a 1040. Workflows for 1120, 1120S, and 1065 are in progress for the 2027 season, and Sam will show where they stand.

​Good to know

• ​Free. Register and receive the join link.

• ​We plan to record the session and send the replay to everyone who registers — so register if you can't attend, but want the recording.

• ​TaxWeave is taking its first 50 Founding Firms before next tax season, at 50% off for the first year. Details at taxweave.ai.