Partners & owners
See projected liabilities across your client book and spot advisory opportunities months before filing season.
Forecasting for accounting firms
See every client's tax bill before it's due.
SurplusSilo forecasts earnings, tax liability, and estimated payments for every client you serve, so your firm can plan ahead instead of reacting at the deadline.
- Federal and state projections, quarter by quarter
- Estimated payment schedules and safe-harbor checks
- An isolated environment for every firm
Illustration of the SurplusSilo forecast screen for a sample client.
Built for the clients your firm serves
- C-corporations
- S-corporations
- Partnerships & LLCs
- Sole proprietors
- Individuals
The product
Forecasting built around how firms work
One place for your whole client book: projections, tax liabilities, and every upcoming deadline.
Projections
Forecast earnings and tax for every client
Start from last year's results, set your assumptions, and see projected earnings and tax liability quarter by quarter.
- Federal and state estimates for each quarter
- Growth, seasonality, deductions, and credits
- A full audit trail for every input and change
Quarterly forecastHarbor & Pine Builders · 2027
| Quarter | Revenue | Pre-tax | Est. tax |
|---|---|---|---|
| Q1 | $1,771,200 | −$57,300 | $0 |
| Q2 | $2,391,120 | $562,620 | $124,921 |
| Q3 | $2,656,800 | $828,300 | $210,630 |
| Q4 | $2,036,880 | $208,380 | $51,063 |
| Total | $8,856,000 | $1,542,000 | $386,615 |
Estimated payments
Never miss an estimated payment
Know exactly what each client owes and when, with installment amounts that account for safe-harbor rules.
- Installment amounts and due dates for every client
- Prior-year safe-harbor checks
- Paid, due-soon, and upcoming status at a glance
Estimated paymentsTax year 2027
- 1Apr 15, 2027Installment 1$82,500✓ Paid
- 2Jun 15, 2027Installment 2$110,807Due in 12 days
- 3Sep 15, 2027Installment 3$96,654Upcoming
- 4Dec 15, 2027Installment 4$96,654Upcoming
Security
Your firm's data stays in your silo
Every firm runs in its own isolated environment. Your clients' information is never pooled with another firm's.
- A separate, isolated environment for every firm
- Client data is never shared across firms
- A sign-in page branded with your firm's name
Who it's for
Built for everyone at your firm
Managers
Track every client's estimated payments and deadlines in one place, and keep the team ahead of busy season.
Preparers
Update assumptions in minutes and walk clients through clear, consistent projections they can act on.
How it works
From last year's numbers to next year's plan
Add your clients
Bring in each client's entity type, fiscal year, and prior-year results.
Set assumptions
Adjust growth, seasonality, rates, deductions, and credits for the year ahead.
Plan ahead
Review projected earnings, tax owed, and payment dates, then share them with clients.
Who is SurplusSilo for?
Accounting and tax firms that want to forecast earnings, tax liability, and estimated payments for their clients, and plan ahead with them.
Where is my firm's data stored?
Each firm runs in its own isolated environment. Your clients' data is never pooled or shared with other firms.
Is SurplusSilo available now?
We're bringing firms on in waves. Join the waitlist to reserve your spot, or request a demo to see it first.
Can we see it before signing up?
Yes. Request a demo and we'll walk you through SurplusSilo using examples that look like your client book.
Ready to see it with your clients' numbers?
Book a walkthrough or reserve your firm's spot.