Built for

Built for US CPA firms

Form 941 quarterly review, W-2 + 1099-NEC filing season, Circular 230 engagement letters — one workspace.

Most CPA firms run client tax engagements across Drake, ProConnect, QuickBooks Online, and a stack of spreadsheets. January isn't a filing season — it's a context-switching marathon. Nijam's CPA Portal consolidates every client's payroll, filings, and engagement letters under one practitioner surface so the marathon becomes a manageable run.

What we hear

The shape of the work, and how it changes on Nijam.

Problem #1

Filing-season prep means three weeks of context-switching between Drake, QuickBooks Online, and an Excel master sheet.

How Nijam handles it

CPA Portal at /cpa/* shows every client one click away. Status badge per client tells you who's ready to file, who's stuck in DRAFT, who needs a reconciliation conversation before April 30.

Problem #2

Form 941 quarterly figures live in a spreadsheet that's re-derived every quarter from the payroll system of record.

How Nijam handles it

Quarterly review computed live from PayrollRun totals. Q1-Q4 cards with per-client breakdown. No snapshot drift — every PayrollRun update flows through to next quarter's view automatically.

Problem #3

1099-NEC issuance is a January panic — half end up DRAFT past the IRS deadline.

How Nijam handles it

Filings tab lists every 1099-NEC across every client with per-form status (DRAFT / FINAL / FILED) and IRS transmittal marker. OBBBA 2026 $2,000 threshold honored — no spurious small-dollar 1099s. Deadlines surfaced inline.

Problem #4

Engagement letters live in DOCX templates emailed in January, signed via DocuSign, archived nowhere.

How Nijam handles it

Circular 230 engagement letter template ships with Seal. Variables auto-fill from the client record. Signed PDF → Solana proof → audit trail covers every change. Reusable across every new client engagement.

Problem #5

Dual-licensed CPAs serving both US and India clients have to switch between two products.

How Nijam handles it

Dual-licensed practitioners get both /cpa/* and /ca/* surfaces. Single sign-on, single client list, jurisdiction-aware payroll engine handles both Form 941 and GSTR / TDS workflows.

Customers running this shape of business

Anonymized profiles from our early-access program.

United States

Northeast US CPA firm · 12 staff · 220 clients

A growing CPA firm runs Form 941 quarterly + W-2 / 1099-NEC filing season for every client out of one workspace.

CPA PortalPulseInvoice

Tell us your firm size + client portfolio + filing-season pain points. We'll come back with a migration plan that survives the next January.

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