Download the mobile app for free for your Android or iOS phones and tablets.
Enjoy a dashboard that works in all browsers and mobile devices.
Send text or email requests to your clients to remind them of needed documents.
Your clients can send documents to you from their mobile device or computer.
Receive and capture client information through encrypted servers.
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.
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.
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.
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