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How it works

Four steps from your documents to a return ready for filing. Tax is on the waitlist. Joining today is the waitlist, not live e-file.

  1. 01 · Documents in

    Documents in

    Upload your draft return and supporting documents. W-2, 1099s, brokerage. Quiet documents motif.

    • Draft 1040Ready
    • W-2 stackAttached
    • 1099-INTAttached

  2. 02 · Source material verified

    Source material verified

    Draft fields checked against sources. Matches show Verified. Exceptions need judgment.

    • W-2 wagesVerified
    • Federal WHVerified
    • Cost basisNeeds review

  3. 03 · Licensed review

    A licensed CPA reviews

    Open items resolved. Return confirmed before you authorize. Marketing card stays anonymous.

    • Licensed CPAReview
    • She reviews. We file.
    • No name · no photo

  4. 04 · We file

    Filing authorization · We file

    You authorize. Status stays Ready to file until transmit. Waitlist today. Not Filed until transmit.

    • Authorize
    • ERO · Ordinate
    • StatusReady to file

Join the tax waitlist

Get notified when filing opens. Waitlist only. Not live e-file. A request here does not file a return.

Questions

What is Ordinate?

Ordinate is a waitlist service for tax returns that need a licensed CPA review before filing. Documents come in, source material is verified, a licensed CPA reviews, and Ordinate files when the firm is ready to transmit. Ordinate is not a marketplace of pros you browse. Tax is Available now as a waitlist only — not a claim of live e-file today.

How does Ordinate file a tax return?

You provide documents. A licensed CPA reviews the return. You complete filing authorization. Ordinate transmits when the firm can file on its own EFIN. Until EFIN transmit is live, joining the site means joining the waitlist — not filing a return today.

Who reviews the return?

A licensed CPA reviews. Marketing shows credentials on the card (Licensed CPA), not a named signer profile or marketplace ratings. The live authorization form uses the real named preparer for that return — never a placeholder name on public pages.

Does this site file my return today?

No. Tax Available now means the waitlist is open. Ordinate does not claim live e-file until the firm transmits on its EFIN. Get Started / Join waitlist put you on that list. Status language stays waitlist-accurate (for example Ready to file only when that product state is real — never Filed before transmit).

Who is Ordinate for?

Partners and AI tax tools that bring a structured draft with source pins and need a licensed CPA review before filing. Professionals who will sit an April review queue can join the professionals waitlist (CPA credential). Consumer tax waitlist is open on the home and tax pages. Legal, real estate, and architecture are Coming soon — notify only.