From source documents to a calculated return.

MegaPrep collects a client's documents, reads them with OCR, builds the binder, and lines each value up with its CCH Axcess worksheet. Then it stops for your preparer. On their go-ahead it imports, calculates, and writes the review memo and the list of what is still outstanding.

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Nine stages. Two of them are yours.

The work runs on its own between two gates. Nothing is written to CCH Axcess until a preparer proceeds, and nothing is filed back until a preparer approves.

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The keying, the tie-out, and the "what's missing" list, done before review.

Form W-2
Box 196,400
Box 211,568
OCR that shows its work
Pages go through Azure Document Intelligence, and a second AI vision read cross-checks the amounts and handles K-1s and brokerage statements. When the two disagree, the form is flagged. Each form links to its source page, with the numbers highlighted.
1040
1a Wages144,650
2b Interest4,025
3b Dividends6,481
Real IRS forms
For Form 1040 returns, MegaPrep fills the official IRS PDFs, including Schedules 1, 2, 3, A, B, D, and E and Forms 8949 and 8995. Click a filled line to reach its document. See them filled from the sources, then again as CCH Axcess computed them. A preview for review, not a filing copy.
Holds now
94,000
Would set
96,400
End to end in CCH Axcess
If no return exists, MegaPrep creates it. If one does, you see it field by field beside what MegaPrep would set, edit any value, and choose Overwrite or New version. Overwrite exports a snapshot first. Then it imports, calculates, and reads the result back to compare line by line.
Needs attentionp. 3
Wages (W-2)p. 4
Interest (1099-INT)p. 9
K-1sp. 18
It builds the binder
Every source page lands in one bookmarked PDF in preparer order: cover, index, dividers, and a needs-attention list up front. Each page appears once, upright, and stamped with its binder page and source. Add a document and the binder rebuilds.
W-2 employer✓
Brokerage 1099✓
Mortgage 1098outstanding
What's still outstanding
MegaPrep reads the prior-year return in CCH Axcess to list what should arrive, then matches it against what did: received, outstanding, needs confirmation, or new this year. Last year's amount sits alongside, and the request to the client is one copy away.
Review memo
AI memos
After CCH Axcess calculates, MegaPrep writes a review memo, a one-page preparer summary, and a client open-items list, built from the tie-outs, per-form review notes, and the computed lines. Ask questions about the prep in a chat that knows what is on screen.
Line 1a144,650144,650ties
Line 3b6,4816,481ties
Line 25a16,39316,393ties
Tie-outs and workpapers
Source totals are added on a calculation service, not by a language model, then compared with the line CCH Axcess computed. The Excel workpapers list every box with its file and page, with summary totals as live formulas.
1099-G
Wrong tax yearDuplicate copyTurned upright
Built for a messy file
Wrong-year forms and repeat copies are flagged, not silently dropped. Sideways scans are turned upright and damaged PDFs are rendered page by page. It reads PDF, JPG, PNG, TIFF, Excel, and CSV. Anything it cannot place is listed as unmapped, with the reason.

Pulls the data directly. Files the results back.

No exporting, renaming, or uploading to get started. Pick the sources for the prep, and MegaPrep goes to them.

IT PULLS FROM
GoFileRoom
Source documents for the client and year, by file section.
HubSync
What the client uploaded to their hub for the year.
Microsoft 365: OneDrive and SharePoint
Paste a folder link from inside the firm, tick the files, and re-sync to catch changes. Only ticked files are read.
CCH Axcess and your own files
The prior-year return for comparison, plus anything you drop in.
MegaPrep
You stay in the loop
IT DELIVERS TO
CCH Axcess
The return, imported and calculated, for you to finish as usual.
GoFileRoom
On approval: the AI assessment, workpapers, and binder, filed under the client.
HubSync
On approval: the one-pager, open items, and binder, placed in the client's hub when one exists.
CCH Document
The AI assessment, in the client's document folder.

Seven return types.

Coverage varies by return type. The preview always lists what was not mapped, so nothing disappears quietly.

1040
Individual
W-2s, 1099s, consolidated brokerage statements with lot detail, SSA-1099, 1098, K-1s received, and estimated payments.
1065
Partnership
Partner roster, trial balance to Schedule L and M-2, Form 8825 rentals, and prior-year entity data.
1120-S
S corporation
Shareholder roster, trial balance to page 1, Schedule L, and M-1/M-2, plus officer compensation.
1120
C corporation
Trial balance to page 1, Schedule L, and M-1/M-2, plus officer compensation and ownership.
1041
Trust and estate
Fiduciary and entity data, beneficiary roster, 1099 income, and K-1s received.
709
Gift
Donor and donee details, each gift on Schedule A, and appraisals read for values and discounts.
990
Exempt organization
Balance sheet, revenue routing, functional expenses, and the officer roster.

It prepares. You sign.

You proceed
Nothing is written to CCH Axcess until a preparer has reviewed the forms and chosen how to write.
You approve
Nothing is filed back until a preparer approves. Or send it back with notes.
IRC 7216
A prep opens only for the preparer who started it or someone the GoFileRoom access check allows for that client.
What stays with you
MegaPrep does not e-file, sign, or decide tax positions. State lines beyond withholding, depreciation, and locked returns stay in your hands in CCH Axcess.

See a prep run on a sample file.

We walk through the documents, the review, and the return it produces.

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