Start a pilot this season
We'll set up your firm's portal, workflow, and engine — and run the first week alongside your team.
Guided walkthrough · no sign-up
Follow one return from intake to filed.
A step-by-step tour of the real Luca IQ workflow. We'll guide you click-by-click through all three tools for a single client — Luca Pacioli — and explain what's happening at every step.
Start the guided walkthrough → → →
Step 1 · The client portal
This is exactly what your clients see.
You send Luca a secure link — branded with your firm's name. No login, no app to install. He uploads his documents, answers a few questions, and submits. Try it below.
- ✓Welcome
- 2Documents
- 3Questions
- 4Review
Tax year 2024
Welcome back, Luca.
Document checklist 3 of 5 received · 60%
Reading W-2_Northgate_2024.pdf · classifying…
✓ W-2 received and matched to Northgate Industries Inc. — your preparer will review it.
Click to upload Luca's W-2 ▤ W-2_Northgate_2024.pdf Just now
Wrong file? Message your preparer to remove it.
▤ 1099-DIV_Fidelity.pdf Feb 18
Wrong file? Message your preparer to remove it.
▤ 1099-INT_WellsFargo.pdf Feb 12
Wrong file? Message your preparer to remove it.
▤ 1098_RocketMortgage.pdf Feb 09
Wrong file? Message your preparer to remove it.
▤ — Just now
Wrong file? Message your preparer to remove it.
Tax year 2024 · Questionnaire
A few quick questions.
Your answers save automatically. Only the questions relevant to you appear.
Income & life changes
Did your marital status change in 2024? saved
Did you support any dependents this year? saved
How many dependents will you claim?
Did you make estimated tax payments? saved
Final step
Almost done — here's what you've prepared.
Documents uploaded4 of 5
Questions answered3 of 3
OutstandingCharitable donation receipts
Once you send this to your preparer, uploads lock. Your preparer can reopen the portal if you need to add more.
✓ Sent to Northgate CPA
Northgate CPA has been notified.
Now see what happens on the firm's side — your documents land in their workpaper prep tool.
Step 2 · Workpaper preparation
Luca's documents land on your desk — already sorted.
Luca IQ classifies every upload, tells you what's still missing, and assembles a workpaper set. You stay in control: review the pages, drag them into your firm's order, and download.
Client Management
ClientStatusDocumentsLast activity
Chen, David In review 9 of 9 received 1 hr ago
Park, Jennifer Waiting on client 3 of 11 received Yesterday
Thompson, Brian Delivered 12 of 12 received 3 days ago
Luca Pacioli
5Total items
4Found
1Missing
0Warnings
0Additional
DocumentIssuerYearStatus
W-2Northgate Industries Inc.2024✓ Found
1099-DIVFidelity2024✓ Found
1099-INTWells Fargo2024✓ Found
1098Rocket Mortgage2024✓ Found
ReceiptsCharitable donations2024○ Missing
Workpaper pages Drag to reorder
⋮⋮ 
✓
✓ ⋮⋮ ✓
✓ ⋮⋮ ✓
✓ ⋮⋮ ✓
✓ ⋮⋮ ✓
✓ 
Page details
↓Preparing download…
Workpapers assembled. The same figures now flow straight into the tax engine.
Step 3 · The tax engine
The numbers are already in. Watch the return build itself.
Every figure from Luca's W-2 and 1099s is extracted and mapped to the right line. Open a form to see it populate, then generate a finished 1040 — no manual data entry.
▤
Select a form to review
Forms marked imported were filled automatically from Luca's uploaded documents.
Income / W-2 — Wages
⤓ Imported from W-2_Northgate_2024.pdf · Northgate Industries Inc.
Income & withholdings
Box 1 — Wages, tips, other comp.$0
Box 2 — Federal income tax withheld$0
Box 3 — Social Security wages$0
Box 4 — Social Security tax withheld$0
Box 5 — Medicare wages$0
Box 6 — Medicare tax withheld$0
Box 17 — State income tax$0
Income / 1099-DIV — Dividends
⤓ Imported from 1099-DIV_Fidelity.pdf · Fidelity
Dividend income
Box 1a — Total ordinary dividends$0
Box 1b — Qualified dividends$0
Income / 1099-INT — Interest
⤓ Imported from 1099-INT_WellsFargo.pdf · Wells Fargo
Interest income
Box 1 — Interest income$0
General / Filer information
Taxpayer
NameLuca Pacioli
SSN•••-••-4471
Filing statusMarried filing jointly
Tax year2024
General / Dependents
Dependents
Claimed dependents2
Child tax credit eligibleYes
Deductions / Standard deduction
Deduction
MethodStandard
Amount (Married filing jointly)$0
Payments / Federal withholding
Payments
Federal tax withheld (from W-2)$0
✓ Form 1040 complete
Total income$0
Adjusted gross income$0
Standard deduction$0
Taxable income$0
Total tax$0
Federal tax withheld$0
Estimated federal refund $0
✓
That's the whole loop — intake to filed.
One client, three tools, zero re-keying. Luca uploaded once; you reviewed, assembled, and generated a return from the same set of figures. That's Luca IQ.
1
Client portalDocuments uploaded & intake submitted
2
Workpaper prepSorted, reviewed, reordered, downloaded
3
Tax engineAuto-populated & a finished 1040