SourceCiv v1.1.8

Indirect-tax workflows,
brought up to standard.

SourceCiv is a modern desktop assistant for tax professionals navigating fragmented reporting obligations — centralizing filing workflows, state-specific resources, and day-to-day compliance execution in one refined environment.

Download for Windows See the platform
Built for Windows 10 & 11 Free while in early access Website accounts coming soon
Built for the way tax consultants · compliance teams · in-house finance leads actually work
Positioning

Fragmented by nature.
Unified by design.

Indirect-tax work is spread across dozens of state agencies, decades of guidance, and countless internal checklists. SourceCiv is the quiet workbench that brings it all together — so process stops stealing time from judgment.

Reporting calendars, tailored

Generate a combined deadline calendar for any engagement — across clients, holders, and states. Filter by responsibility, cycle, or property type.

State portal access

Open any state's reporting portal in a single click. No more hunting through bookmarks, emails, and stale intranet pages.

Universal converter

Normalize holder data between formats — NAUPA, state-specific schemas, internal templates — without the spreadsheet gymnastics.

Workflow to-do

Track every action item across engagements. Persistent, searchable, tied to the clients and deadlines they actually belong to.

Consulting notebook

Keep durable notes on each client's quirks, contacts, and precedent. Tribal knowledge, finally written down somewhere findable.

Room to grow

Unclaimed property is the most developed workflow today. The same platform is built to expand into the other reporting work that lives beside it.

Current focus

One platform.
Deep on the work you do most.

SourceCiv's most developed workflow today is abandoned & unclaimed property — a deliberately fragmented area of indirect-tax work where deadlines, formats, and filing mechanics change by state, by year, and by holder classification.

It's the kind of compliance process SourceCiv exists to simplify: repetitive, high-stakes, and stitched together from dozens of disconnected sources. The same foundation carries forward into the next workflow we build on top of it.

  • Per-client, per-holder deadline engine with responsibility filters
  • Export-ready calendars for internal teams and external clients
  • State-portal quick access, curated and kept current
  • Persistent consultant notes — engagement memory, searchable
Due diligence mailings
DE · Apr 30
Holder report — Life
NY · May 01
Remittance & GL sweep
CA · May 01
Negative report
TX · May 15
Portal filing — NAUPA II
IL · May 31
Review & client sign-off
Internal
Why it matters

Process shouldn't steal
time from judgment.

Indirect-tax teams are some of the most skilled professionals in the field — and they spend a disproportionate amount of their day doing clerical work: hunting through portals, rebuilding the same spreadsheets, reconciling formats, and reconstructing context that wasn't written down anywhere.

SourceCiv is the tool that finally takes that work seriously. Designed to feel like the professional software tax consultants have always deserved — calm, fast, precise, and never in the way.

MANUAL PROCESS TIME
Hours per engagement
Representative
Before~28h
With SourceCiv~7h

Estimated based on a typical multi-state, multi-holder engagement cycle. Your mileage will vary — but the direction is the point.

50
U.S. states & jurisdictions
supported in the calendar engine
6+
Core workflow modules
inside one desktop environment
100%
Local-first — your engagement
data stays on your machine
0
Spreadsheets required
to get started
Get started

Install SourceCiv today.

The desktop app is ready to download now. Website accounts are rolling out next — one SourceCiv identity across desktop and web.

Download v1.1.8 Preview the account flow