Stockyard for Tax Preparers

Client management for tax season

Client directory, invoicing, return tracking, expense tracking, document trail, deadlines, intake forms, and emails.

After starting your trial, install on your computer:

Stockyard runs on desktops and laptops. To install, open this page on your Mac, Windows, or Linux computer.
Download for Mac macOS 11+ · Universal
Download for Windows Windows 10/11 · 64-bit
Download for Linux .tar.gz · Any distro
Advanced: install via terminal instead 
curl -fsSL https://stockyard.dev/for/accountant-tax/install.sh | sh
8 tools included
Dossier dashboard mockup
Dossier
Contact records and directory
Billfold dashboard mockup
Billfold
Invoicing and payments
Roundup dashboard mockup
Roundup
Job and task tracking
Steward dashboard mockup
Steward
Expense and income tracking
Deposition dashboard mockup
Deposition
Audit trail and compliance logs
Sundial dashboard mockup
Sundial
Scheduling and calendar
Surveyor dashboard mockup
Surveyor
Forms, intake, and registration
Pony Express dashboard mockup
Pony Express
Email delivery
What it replaces

Canopy ($40/mo) · TaxDome ($50/mo)

That's typically $40-50/mo in SaaS fees.

This bundle: $7.99/mo. Self-hosted. Yours forever.

14 days free
Then $7.99/mo. Cancel anytime. Your data stays no matter what.
Start 14-Day Trial

Credit card required. $0 charged today. Full access, no limits.

Every tool is a single binary with an embedded SQLite database. No cloud. No external dependencies. Your data stays on your hardware. Browse all 164 tools or see all bundles.