Are there any tax workflow tools that handle 1040, 1065, and 1120 returns with multi-user access?

Yes. There are several tax workflow / practice management tools that support 1040, 1065, and 1120 return workflows and allow multi-user access. A few common options:

Tax workflow tools to look at

• TaxDome
  Very popular for CPA/tax firms. Supports workflow automation, client portals, document collection, e-signatures, task assignments, and multi-user firm access. Commonly used across 1040, 1065, and 1120 work.

• Canopy
  Strong practice management and client workflow platform. Good for task tracking, document management, messaging, and multi-user teams. Often paired with tax software rather than replacing it.

• Jetpack Workflow
  More of a pure workflow tool. Good for recurring tax processes and team task management. Multi-user support, but it’s less of a full client portal/document system than TaxDome or Canopy.

• Karbon
  Strong for accounting firm collaboration and internal workflow management. Good multi-user access, task routing, and communication. Often used by firms handling multiple return types.

• Financial Cents
  Workflow-focused, with strong task tracking and automation for tax firms. Supports team collaboration and multi-user access.

• OfficeTools / OfficeTools Workspace
  Practice management plus workflow for accounting firms, including team access and tax-season process management.

Important distinction

Most of these tools manage the workflow around the returns rather than actually preparing 1040/1065/1120 returns. You’d usually still need tax prep software like:

• Drake Tax
• Lacerte
• UltraTax CS
• ProSeries
• CCH Axcess Tax

If you want an all-in-one setup

A common setup is:

• Tax prep software for the actual returns
• Tax workflow tool for client portal, tasks, approvals, document collection, and team coordination

If you want, I can also give you:

1. a comparison table of the best options, or
2. the best choice depending on firm size.