Everything Connected
Access the essential tools for your practice from a single ecosystem.
Everything your practice needs.
All in one place.
Expert Practice combines the tools from Expert Tax and Edi into a seamless experience to help you manage your tax processes, documents, clients, and operations more easily.
Designed for accounting firms, CPAs, and tax professionals.
Your Connected Practice
Electronic Signatures
Due Dates
AI Tax Assistant
Customer Portal
Document Management
Billing
An integrated experience
Fewer platforms.
More control over
your practice.
From preparing tax forms to exchanging documents with your clients, Expert Practice connects the tools you use every day so you can work within a more organized, secure, and efficient ecosystem.
Simpler processes
Reduce manual steps and keep your firm's operations organized.
A Better Experience
It makes it easier for your team and your clients to collaborate.
Tools designed for every aspect of your practice
Select the solutions your firm needs and build an experience tailored to your operations.
Electronic Signatures
Collect your customers' electronic signatures quickly and efficiently.
Learn more →Due Dates
Organize tasks and important dates related to filing tax returns.
Learn more →AI Tax Assistant
Resolve questions using artificial intelligence based on relevant user-contributed information.
Learn more →Customer Portal
It makes it easier to exchange documents and information between your firm and your clients.
Learn more →Document Management
Centralize, organize, and automate document management for your practice.
Learn more →Billing
Organize your billing processes and gain greater visibility into your operations.
Learn more →Expert Tax + Edi
Two platforms.
One ecosystem
for your practice.
Expert Practice combines the tax expertise of Expert Tax with Edi's document management and collaboration capabilities. The result is a more comprehensive experience for managing your practice, working with your team, and serving your clients.
Preparation and
tax management
+
Documents, Collaboration
, and Operations
=
Your firm's complete
ecosystem
Discover a more connected way to manage your practice.
Learn how Expert Practice can integrate the tools your firm needs to work in a more organized, efficient, and controlled manner.
Your information is safe with us.
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