Structured requests
Ask for specific items against the engagement so staff can see what is still outstanding.
Document management
Keep every file on the client and the work
Request missing documents, review what arrived, send for signature, and store the file in a private vault. There is no public bucket URL and no “email me the W-2 again.”
Built for independent tax and accounting firms. Keep your existing tax-preparation software.
Review and e-sign
Approval status and signature routing stay with the document, including optional signer one-time codes.
Private storage
Uploads are stored in a private object vault and downloaded only after the app checks access.
Tax IDs handled carefully
SSNs and EINs are encrypted at rest. The Security page explains what we encrypt and what we do not claim.
2026 Tax Return
Jordan Miles · 12 files
W-2 Jordan Miles.pdf
Uploaded today
ApprovedIncome statement.xlsx
Uploaded yesterday
In reviewDonation receipts.pdf
Uploaded Jul 18
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