Launch
November 2026
- Client portal on any phone, with documents, requests, organizers, e-signatures, approvals, invoices and messages in one to-do list.
- Form 8879/8878 and T183 e-signatures with signing order, separate spouse signing, firm (ERO) signature, identity checks and a sealed certificate.
- Deliver a return in one step: approval of the client copy, the 8879 and the invoice, linked to the job.
- Signature layouts are remembered per form type, so the next 8879 goes out without placing fields.
- Ready-made 1040 and bookkeeping pipelines that send the organizer and checklist, wait for approval and signature, and move jobs on by themselves.
- Bulk actions on the client list: invite, tag, start jobs, send organizers or requests.
- TaxDome importer for accounts, contacts, jobs, tasks, invoices, time entries and document ZIPs, matched to TaxDome's real export columns.
- Reports: season progress by return type, AR aging, revenue, client statements and activity history.
- Public sign-up link for new clients and a booking link in the portal.
- Pay to unlock: the return copy (and optionally the 8879) opens once the invoice is paid; clients can still review it first.
- Bank payments without a bank login: clients can type routing and account numbers. Optional card fee, off by default.
- Organizers fill in last year's answers for the client to check.
- Missing documents view: who still owes what, with one-click reminders.
- Drop folder: print the return to PDF from your tax software and it lands in the client's firm-only folder.
- Sign in with Google for your team and your clients.
- Branded emails in your firm's name for every step (invites, requests, signatures, invoices, receipts), with your own wording if you like.