Our Commitment to Excellence: The QUARTZ Product Framework

At Convenience Filing, we are committed to delivering secure, user-centered, and innovative SaaS solutions through our proprietary QUARTZ product framework — a guiding philosophy that shapes every step of our product lifecycle.

QUARTZ stands for:

• Quality – We uphold the highest standards in security, performance, and compliance (IRS 1075, HITECH, SOC 2).

• User Needs – Our design and development are rooted in deep customer empathy and real-world feedback from underserved communities.

• Agility – We embrace iterative delivery, continuous improvement, and fast response to evolving market conditions.

• Roadmap – Every product is backed by a strategic, data-informed roadmap aligned with customer outcomes and regulatory demands.

• Teamwork – Cross-functional collaboration across time zones ensures shared ownership, creativity, and execution excellence.

• Zeal – We lead with purpose and passion, driven by our mission to close tax, financial and money management equity gaps.

All of our flagship products — including Convenient Tax Journey, Convenient Books, Convenient Fin Flow 360, and Smart Money Moves — are built and continuously enhanced using the QUARTZ framework, ensuring that every solution we bring to market reflects our values, our users' voices, and our drive for meaningful impact.

Money Management

Empower your family with fiscal wisdom - embrace tax obligations and secure early retirement.

Enrollment Agent Training

Comprehensive training for aspiring enrolled agents and tax professionals to enhance best practices.

Three-Part Training Program

Structured training to become a certified enrolled agent with best practices.

Best Practices Focus

Learn essential best practices for tax professionals and enrolled agents in this training.

Professional Development Course

Advance your skills and knowledge in tax practices through our specialized training program.

Pre-enrollment starts now for Summer 2025 Classes

Convenient Tax Journey

Convenient Tax Journey is a comprehensive, end-to-end solution designed to revolutionize the way individuals and businesses handle their taxes. With this streamlined workflow, users can effortlessly create a personalized profile, upload all necessary documents, and submit their tax requests directly to the IRS—all in one secure platform. By simplifying every step from initiation to refund, Convenient Tax Journey replaces traditional, cumbersome filing methods with a modern, efficient approach to tax management.

Convenient Fin Flow NextGen 360

Based on client feedback, we’re prototyping the next generation of Convenient Books—Convenient Fin Flow Next Gen 360—a cutting-edge revenue management tool designed specifically for small businesses. Key features include:

• Dynamic Dashboard: View detailed insights into invoices, pending payments, and sales.

• Advanced AI Analytics: Leverage predictive tools to accurately forecast cash flow and anticipate payment behaviors.

• Recurring Payments & Subscriptions: Easily manage and track ongoing transactions.

• Seamless Integrations: Connect effortlessly with payment processors and Convenient Tax Journey for streamlined tax liability management.

Convenient Fin Flow Next Gen 360 empowers small businesses with deep financial insights and a smoother, more efficient revenue management process.

Convenient Books

Convenient Books is an innovative solution that streamlines the process of recording daily earnings and expenditures in an easy-to-use platform. It quickly compiles comprehensive financial summaries such as monthly, quarterly, and yearly profit and loss reports, cash flow details, and a full chart of accounts. Additionally, its smooth connection with Convenient Tax Journey enables one-click management of your tax obligations.

Convenient Books is a game-changing solution for day-to-day financial tracking, offering a user-friendly platform for recording all income and expenses. It automatically compiles comprehensive reports—covering monthly, quarterly, and yearly profit and loss, real-time cash flow insights, and a full chart of accounts. Thanks to its direct integration with Convenient Tax Journey, you can handle your tax obligations instantly and with minimal effort.

Grant Management

Elevate your business with non-reimbursable funding from state, federal, and private sources.