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 nowTake 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 soonDraft 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 soonPrepare, review, and e-file 1099s for your clients — import payees, validate TINs, and deliver recipient copies.
Coming soon