A tax organizer built to save you time and delight your clients
Digital Organizer
Most accountants and their clients prefer our digital organizer.
Get your own branded link and start sharing it with clients.
Your clients will get an easy, step-by-step process for filling out their tax info.
You'll get all their info at once so you can file their return with ease.
Why clients love it
Fast & easy to fill out
Questions are simplified and asked one at a time.
Personalized questions
Questions are determined in real time based on client's responses.
Easy to upload documents
Clients upload documents as they go through the organizer.
Pre-filled for returning clients
A client's answers are pre-filled based on prior years.
No passwords needed
Clients do not need to create an account - all they need is your link.
Why accountants love it
No more messy email chains
The organizer walks clients through all the info & documents you'll need from them, reducing back-and-forth significantly.
No more working overtime
Accountants have reported significant time savings due to the reduced back-and-forth with clients.
No more scattered documents
Clients submit everything at once, so their documents are all organized together. Easily transfer documents to other portals.
No more chasing clients
Just send your link to clients. Since they'll submit everything at once, you won't have to chase them for missing info or documents.
No more incomplete info
The organizer covers all income, credits, and deductions, including 2021-specific topics such as advanced child tax credit, etc.
No more being left behind
As technology advances from year to year, so do client expectations. Accountants have been taking notice, and so should you.
Security you can trust
We use the Advanced Encryption Standard (AES 256) to encrypt data at rest and 256-bit SSL encryption to encrypt data in transit.
Get a demo