See the Job iPaladin Was Designed to Solve for CFOs

Tax Management | iPaladin

Turn Tax Season into Operational Clarity.
Real-Time Transparency. Trusted Accountability.

Your tax workflow feels overwhelming because crucial knowledge and processes are fragmented and hidden. What would it mean if you never again worried about missed deadlines, lost documents, or compliance risk?

Tax Management Lifecycle

iPaladin was built to work for you, continuously.

Click to see the Interactive Demos
Gather 1099s Year-end Close CPA Handoff Extensions & Payments Retrieve K-1s Tax Return Reviews & Filling Close/Lock Books & Records
We built iPaladin because tax complexity shouldn't control your family office. After 30 years working inside family offices, we've seen firsthand how fragmented information creates risk and stress. iPaladin replaces both with confidence, clarity, and strategic control.
Jill Creager, Founder & CEO of iPaladin

Simplify Your Family Office Tax Workflow

Single Source of Trust
All documents and workflows centralized ensuring real-time transparency and accountability between your office and tax preparers.
Automated Audit Trails
Every decision and document, automatically captured? making compliance reviews and tax filings seamless.
Custom-Tailored Compliance
Proactive management precisely tailored to each company and trust's tax classification and federal/state filing requirements.

Why Generic Solutions Fall Short in
Family Office Tax Management

Compare iPaladin's specialized architecture directly against general-purpose systems to see why true operational clarity outperforms fragmentation.

Tax Features
iPaladin
Legacy
Year-to-Year Tax & Compliance Continuity
Integrated Document & Workflow Management
Document Automation with Canoe Intelligence API Integration
Tax & Financial Reporting Synchronization
CPA Alerts
External CPAs Visibility of New Companies
IRS Compliant E-Signatures Embedded in Tax Workflow
Real-time K-1 Workflow tailored for each Alternative Investment
Real-time Tracking of Internall K-1s issued by Special Purpose Vehicals (SPV)
Synchronized Tax Filing across SPVs, Trusts, Family Members, Foundations, and Gift Tax Obligations
Integrated Event Links Meetings to Tax Workflows, capturing Attendees, reviewed Documents, Key Decisions, & Fillings
Tax Workflow inclusive of Controller GL Year-End Adjustments
Final Audit for Year-End Records Lock

Why Leading Family Office CFOs Refuse to Manage
Another Tax Season Without iPaladin

Value
End-to-end Automation & Clarity
Proactive Insights, Strategic Control
Continuous Operational Intelligence
Benefits
Tax workflows rollover year to year. Communication is systematically organized based on tax assignment.
Tax filing alerts/reminders. Bar compliance graph to mitigate tax filing risks.
Ability to review prior-year workflows. Tax filing transparency for new entities/assets

Experience the End of Fragmented Tax Management–
Privately, Securely, Confidently

Your tax workflow shouldn't be a battle against scattered data and hidden risks.

Privately see exactly how iPaladin transforms your documents and tax workflows into proactive clarity and audit-ready confidence.

After 14 years serving 100+ elite family offices, one truth emerges: Families don't just want another tool? they want confidence and clarity to focus strategically without hidden risks or overlooked details.

Ask Yourself:

  • "How many tax deadlines or filings did you scramble to meet this year?"
  • "If your key staff left tomorrow, how much critical tax knowledge would vanish?"
  • "Could hidden complexity silently increase your compliance risk?"
  • "What strategic opportunities could you pursue if you fully trusted your tax data?"
Experience Your Private Demonstration