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.
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.
What legacy software gets wrong
The frustrations I built Delvio to end
Chained to one desktop
Installs, updates, license servers, VPNs. Miss an update and you're filing on stale forms.
Hand-keying every document
Typing W-2s and 1099s box by box — and re-typing a client's whole trial balance onto tax lines.
Entering the same client five times
The tax program, the portal, the scheduler, the 1099 tool — none of them share a thing.
Bug reports into the void
You find a defect, you call support, and nothing ever changes. The people who could fix it never hear you.
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 | Lacerte / Taxwise |
|---|---|---|
| Import a Balance Sheet & P&L with no field mapping | Yes | No |
| Use it from any browser, anywhere | Yes | No |
| One shared client database across every app | Yes | No |
| AI answers grounded only in IRS sources | Yes | No |
| One-click bug reporting to the people who fix it | Yes | No |
| Always on the latest version — nothing to install | Yes | No |
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.
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.
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.