Estimated tax software for tax pros
Stop building estimated tax workpapers by hand. Enter year-to-date figures and Quarterlease turns them into clear, review-ready quarterly estimates and a clean, branded report your client actually understands.
Built by a practicing tax pro. Federal, all 50 states, and local.
The point
Quarterly estimates are repetitive math that punishes small errors. Quarterlease does the math the same way every time, for every client.
What it does
The estimate is only useful if the math is right and the client can see it. Quarterlease shows every method and every number behind the figure.
90% current year, plus 100%/110% prior-year safe harbor, calculated together so you advise instead of guess.
Period factors applied automatically. Finalize a source mid-year and it locks in, so a job that ended in May stops projecting.
All 50 states, including California's 30/40/0/30 schedule. Plus 3,400+ municipalities, school districts, and EIT jurisdictions, with residence-credit math built in.
Enter the filed return and confirm AGI, taxable income, and total tax dollar for dollar before any current-year work unlocks.
Your firm name, colors, and logo on a clean landscape summary that shows each payer under every income category.
Multiple preparers, optional client codes, and role-based access so staff enter data and managers finalize.
How it works
Enter the filed return. The verification gate confirms the numbers match before current-year work begins, so estimates start from honest data.
Enter year-to-date figures by source as the year unfolds. Annualization projects the rest. Lock sources that are finished.
Hand the client a branded summary that shows the prior year, every quarter, and the math behind each estimate.
Who's behind this
Quarterlease is independently built and run by Gregory T. Sechler, CPA, EA, who prepares returns and runs these same quarterly estimates for his own clients. There's no venture capital and no private-equity roll-up, just software shaped by actual tax seasons. And when you email support, it's read by someone who knows what a Form 2210 is.
Pricing
Every plan includes every feature: federal, all 50 states, local taxes where they apply, branded reports, and unlimited preparers. Plans differ only by client count.
Solo
For a single practitioner running their own book.
Billed monthly
Practice
For a growing practice adding staff and clients.
Billed monthly
Firm
For a multi-preparer firm with a full client base.
Billed monthly
Moving from another tool? Client import is $1 per record. Bring your roster over in one pass.
For the self-employed
Quarterlease Individual puts the same calculation engine the pros use into a simple workspace for one taxpayer: you. Enter income as the year unfolds and always know exactly what to pay by the next deadline, without building a spreadsheet to get there.
14 days free. No credit card required.
What you get
Questions
Those projections are a snapshot taken at filing time. They assume the year ahead will look like the return you just filed, and the vouchers they print (usually straight safe-harbor amounts) never change after April. Quarterlease is built for what happens next: you enter income as the year unfolds, annualization reprojects each quarter, and recorded payments true up the following estimate. When a client sells a business in June or lands a big contract in September, the plan moves with them. You also get the safe-harbor and current-year methods side by side, and a report that shows the client the math instead of a voucher with a bare number. And yes, it's a better-looking document. A branded, readable report reflects well on your firm in a way a projection worksheet never will.
Quarterlease runs full federal bracket math, capital gains treatment, the self-employment tax deduction, NIIT, and the standard credits, then applies Schedule AI annualization by period. As with any tool, the figures depend on the data you enter, and a preparer should review each estimate against the client's facts before delivery.
Estimated tax calculations are available for federal and all 50 states, including state-specific rules such as California's uneven quarterly schedule and New York City resident tax. Local income taxes are supported in Ohio (municipal and school district, with residence-credit math), Pennsylvania (Act 32 earned income tax, including Philadelphia), Michigan's 24 city taxes, the Kansas City and St. Louis earnings taxes, and Kentucky occupational license taxes, with every rate sourced from the official state and administrator tables.
Yes. Choose "Individual" when you sign up and you get the same calculation engine in a simplified, single-taxpayer workspace: no firm setup, just your own quarterly estimates and a clear report. If you'd like a professional to look over your numbers, a CPA review option is coming soon.
Before any current-year work opens, you enter the filed prior-year return and confirm AGI, taxable income, and total tax dollar for dollar. If the numbers don't match, the current-year tabs stay locked. It keeps every estimate built on data that ties to a real return.
Yes. Set your firm name, address, logo, and brand colors once, and they appear on every client report. You can also turn on client codes that print on the summary and sort your client list.
Gregory T. Sechler, CPA, EA, a practicing tax professional who built the tool for his own client work and still uses it every quarter. Quarterlease is independent, with no outside investors, so the product answers to the people using it. Support emails are read by a tax professional, not a ticket queue.
Client data is stored under your firm's account and is not sold or shared. See the security overview and privacy policy for details on storage, access, and retention.
Yes: 14 days, no credit card required. Set up your firm, and run a real client through a full quarter before you decide.
Set up your firm, import your clients, and deliver the next round of estimates from one place.
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