For compliance firms
Manage every client winery from one login. Pinrates prepares each client's returns, files them electronically where states allow it, and keeps every due date, login and conversation with the state in one place. Your name stays on the work.
Every client on one screen
Your firm starts on the portfolio: each client winery with what is overdue, due soon, in progress or expiring, and every client's deadlines for the next 30 days in one list. Open a winery to work its returns.
Practice portfolio
Cedarline Compliance
6 wineries in your portfolio. Open one to run its compliance.
+ Add a clientConnect a Commerce7 winery and see its first draft returns in one sitting.
- Hollow Oak CellarsGrantedLiveCA · 14 licenses
- Quillfeather VineyardsGrantedLiveOR · 11 licenses
- Ironleaf EstateGrantedLiveWA · 9 licensesAll clear
- Canyon Wren WinesProvisionedLiveCA · 7 licenses1 license expiring · next 2026-12-03
- Silvermoss WineryGrantedLiveVA · 6 licenses
- Tallgrass Bench CellarsProvisionedUnclaimedQualifiedCA · 3 licenses
An example firm with example wineries: open one to see its returns this month. The returns and their due days are real, dated from today. The same deadlines, and the work you plan for them, reach Google Calendar or Outlook through one subscription link.
Every client, one login
Add a client the moment they grant you access, or add them yourself and start working right away; they can claim their own account whenever they're ready. Every return and filing records who prepared it and for which winery.
We prepare, you review
Pinrates prepares each client's returns from their orders and files them electronically in California, Florida, Indiana, North Carolina, Ohio, and Wisconsin. Returns that need a decision come to you flagged, with the reason attached, so your time goes where your judgment matters.
Billed to your firm
$239 per client a month for your first 10 clients, $199 for clients 11 to 25, and $169 after that, on one invoice itemized by client. What you charge your clients is up to you.