A CPA firm’s toolkit, online

Practical tools for accountants
and the businesses they serve.

JDB Accounting Solutions builds focused, professional-grade software for valuation, tax, and advisory work — starting with our flagship Valuation Processor.

Our tools

One platform, one sign-in. More tools are on the way.

Valuation Processor

Available now

Take a closely-held business from tax return to a defensible conclusion of value — income, asset, and market approaches, reconciled, with a finished report in PDF or Word.

  • Reads Forms 1120-S, 1065, Schedule C & E into the exhibits
  • Three approaches with sensitivity & sanity checks
  • Letterheaded report, export to PDF / Word

Engagement Manager

Coming soon

Draft polished engagement letters and client proposals in minutes — reusable templates, scope and fee language built in, ready to send and sign.

Coming soon

1099 Processor

Coming soon

Prepare, review, and e-file 1099s for your clients — import payees, validate TINs, and deliver recipient copies.

Coming soon