Professional tax software · Built by a CPA
I spent 30 years fighting my tax software. So I built the one I always wanted.
Delvio Tax is a modern, web-based tax platform from a working CPA — not a software company. AI help that quotes the IRS directly, imports that just know where the numbers go, and one client database across your whole practice.
What makes Delvio different
Four things the legacy packages can't do
Finish a return however the data arrives
Scan W-2s and 1099s and Delvio reads them. Drop in a Balance Sheet & P&L and it completes the return — no field mapping, no tax-line coding. It just knows where every number goes. Documents in the Delvio Portal import themselves.
One client database, one suite
Tax, Portal, Appointment Scheduler, Check-In, and 1099 software all share one database. Enter or update a client once. And bring your whole book with you — import your legacy client base, no re-keying.
AI help that only quotes the IRS
Ask a tax question and get an answer pulled straight from IRS instructions and publications — with the source. Never invented, never a guess.
Report a bug in one click · always current
See something wrong? One button files a trouble ticket automatically — straight to the people who fix it. And because Delvio runs online, you're always on the latest version. Nothing to download, ever.
Delvio vs. legacy software
A head-to-head that isn't close
| Capability | Delvio | Legacy desktop software |
|---|---|---|
| Import a Balance Sheet & P&L with no field mapping | Yes | No |
| Web-native from day one — not a desktop program moved to hosting | Yes | No |
| One shared client database across every app | Yes | No |
| AI answers grounded only in IRS sources — with the citation shown | Yes | No |
| One-click bug reporting to the people who fix it | Yes | No |
| Always on the latest version — nothing to install | Yes | No |
Why I built Delvio
After thirty years at the desk, I stopped waiting for better software.
I've prepared tax returns for three decades. In that time I've used every major package — and spent every season working around the same problems: software chained to one desktop, hours lost re-keying documents by hand, the same client entered five different ways across five different tools, and bug reports that vanished into a support queue no one answered.
So I built Delvio Tax the way I always wished it worked. Every feature in it exists because I needed it on a real return and couldn't buy it anywhere. It runs in your browser, it reads the documents for you, and when something's wrong you tell us in one click.
It's software made by someone who still does this work — not a company that's never filed a Schedule C.
Switching is easy
Bring your clients with you.
Moving off legacy software shouldn't mean re-entering a thing. Delvio imports your existing client base directly, so day one on Delvio starts with your whole practice already loaded.
Security
Built like the stakes are real
Delvio handles the most sensitive data your office touches. It's protected accordingly — by a practicing CPA bound by the same Pub 4557 and Safeguards Rule obligations you are.
- Encrypted everywhere. All traffic encrypted in transit; all client data encrypted at rest. No local client file sitting on an office PC.
- Your firm's data is yours alone. Every request is checked against your firm and the specific client being accessed. Firms are fully isolated.
- SSNs walled off at launch. At launch (October 2026), full SSNs live only inside the tax engine — the scheduler, check-in, and portal will have no access to them, by architecture.
- MFA required at launch. Every Delvio account will require multi-factor authentication from day one of live use (October 2026).
- Audit trail at launch. A record of who viewed and changed each client record (October 2026).
Free for tax year 2026
We're picking a handful of offices to run 2026 on Delvio — free.
We're not chasing a price list. We just want to build a better mousetrap and put it in the hands of preparers who'll push it hard. A small group of firms (about 5–10) will run their tax year 2026 returns on Delvio at no cost, with direct access to the CPA who built it.
Not ready for the pilot? Get notified when Delvio opens for the 2028 season.
Ready when you are
See Delvio on your own returns.
Tell me about your practice and I'll show you what Delvio does differently — and whether a free 2026 pilot makes sense for you.