A better way to manage your client's tax documents

Anytime, Anywhere, from Any Device

Sign in to your Dashboard

Download the mobile app for free for your Android or iOS phones and tablets.

The Features You're Looking For

Fully Responsive

Enjoy a dashboard that works in all browsers and mobile devices.

Quick Request

Send text or email requests to your clients to remind them of needed documents.

Client Dashboard

Your clients can send documents to you from their mobile device or computer.

Peace of Mind

Receive and capture client information through encrypted servers.

Save Your Client a Trip to Your Office

Invite clients to add their tax documents with a simple email or text message. You will receive a notification when your clients submit documents. You can view the documents from any of your devices.

Give Your Scanner and Fax Machine the Season Off

Simply take a picture of your clients documents with the TaxPro Docs app to store them in your document archive. Your client can send documents to you with the client dashboard.

Customize to Fit Your Needs

Add your own logo and colors to the client dashboard to keep your branding consistent. Easily setup multiple accounts and data-sharing rules so that you can manage what each of your employees can see and do. You can also deactivate users who are no longer a part of your organization.

You're one click away from
simplifying your tax season.

Start Adding Your Documents

Currently TaxPro Docs is only available to TaxPro Alliance customers. If you're an existing TaxPro Alliance customer, login with your affiliate credentials. To learn more about TaxPro Alliance visit TaxProAlliance.com

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