TaxFlow is the client portal and workflow for US tax firms. Clients upload documents, sign and pay in one place, and your team sees exactly what's blocking every return. It works for clients in the US and overseas.
No credit card required · Set up in minutes · MFA on every staff accountMost of tax season is spent chasing, not preparing. TaxFlow takes the chasing off your team's plate.
Personal checklists and automatic reminders by email or WhatsApp mean documents arrive without your team asking twice.
Clients pay online before release, and you approve any exceptions. No more invoices chased after the deadline.
Review, signatures, payment and e-file all have to be green before a return goes out, and everyone can see where each one stands.
Stop chasing documents over email and WhatsApp. TaxFlow tracks every engagement and won't let a return go out until it's ready.
Questionnaires adapt to each household (filing status, foreign income, accounts abroad) and show clients exactly what's still missing.
Clients upload W-2s, 1099s and foreign statements to an encrypted vault. Versioning and audit logging are built in.
Key fields are pulled from uploaded forms for your preparers to confirm, so they spend less time on manual entry.
Engagements sync with your preparation software, with automatic retries and reconciliation when a request fails. CCH Axcess connector in beta.
Reviewer sign-off, then 8879 signatures from every required signer. Changing the return invalidates its approvals automatically.
Send invoices and take card payments online. Admins can authorise exceptions, and every one is logged.
A return can't be released without review approval, all signatures and payment (or an authorised exception).
Automatic reminders and status updates through each client's preferred channel. WhatsApp only with consent.
Firm timezone throughout, plus a portal that works for US citizens living overseas and the firms that serve them.
Clients and staff see the same status, so nobody has to ask where things stand.
Create the household, invite the signers, and send the season's engagement letter.
Clients fill in the questionnaire and upload documents while TaxFlow tracks what's outstanding.
Extracted data flows to preparation. Information requests go back to the client in one click.
Reviewers approve or reject with reasons, and every return version is kept.
Clients e-sign and pay online. Release unlocks only once all the gates are green.
Release for e-file and follow the acknowledgement through to accepted, or handle a rejection.
Tax data is about as sensitive as data gets. TaxFlow encrypts it, restricts access to it and logs every touch.
Every plan starts with a 14-day free trial. Upgrade or cancel at any time.
Small practices
Growing firms
Multi-office firms
US tax firms of any size, especially firms with clients overseas who need a portal that works across timezones.
No. Clients use TaxFlow in any modern browser on desktop or mobile.
No. TaxFlow manages the client relationship and workflow around preparation and syncs with your preparation software. The CCH Axcess connector is currently in beta.
Every record belongs to exactly one firm, and access is enforced server-side on every request. Staff only see their own firm's clients.
Pick a plan to keep going. If you don't, your workspace is paused rather than deleted, so you can export or come back later.
Set up your firm's workspace in under five minutes.
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