Returns
What season are you in?
Track personal households and business entities through the full return lifecycle, from the first arriving document in January through the last filed extension in October, without losing the thread on any one return.
Documents arrive. Nothing gets lost.
Every W-2, 1099, and K-1 is tracked from the moment it lands. Your team sees exactly what's been received, what's missing, and who to follow up with. Before tax season gets hectic.
Deadlines stack up. Clarity keeps you steady.
Personal and business returns converge. The search-first interface cuts through the noise. Find any person, household, or entity instantly. No clicking through menus.
Business returns come due. You're ready.
1065s, 1120-Ss, and 1120s each have their own rhythm. Track entity types, filing deadlines, and extension statuses without switching contexts.
Every return filed. Every stone in place.
The year closes with a complete record. Every household accounted for, every entity filed or extended, every document tracked. Your cairn stands.
Search First
Three seconds to find anyone.
Type a few letters of a name and the list narrows to the household or entity you meant. There's no sidebar to open and no folder tree to click through, just the name you already had in your head.
Two Modules, One Chrome
A different domain, not a different tab.
Toggle from Personal to Business and the whole surface changes with you at once: the background, the borders, every badge. Nothing here is meant to feel like a setting. It's meant to feel like you opened a different app that happens to share the same chrome.
The Deadline Horizon
Proximity, not panic.
Nothing on this strip blinks or turns red just because a date is getting close. A deadline's weight comes from how near it sits to today, not from an alarm color.
Missing documents
Approaching deadlines
Unsigned engagements
Overdue extensions
Fourteen checks run against every return in the firm and surface these categories automatically, with no shared spreadsheet for anyone to remember to update.
Part of the Stack
Works with your Cairn suite
Cairn Stack
Subscription management and module access through the portal.
Cairn Contacts
Relationship context for households and entities, so a partner can see who is connected to whom alongside their tax filing history without flipping between systems.
Cairn Notices
PlannedLinks IRS and state notices to the specific tax years and returns they relate to, so the filing history stays complete even when issues surface years later.
Ready to add Returns to your stack?
We are onboarding firms one at a time to make sure every implementation is done right. Leave your information and we will reach out.