Guides and compliance sheets

Short, plain-English guides for setting up, switching and signing.

  • Form 8879 and 8878 e-signatures

    How Taxporch captures Form 8879 and 8878 e-signatures: remote KBA, in person or wet signature, and what the audit certificate records.

  • Form T183 e-signatures (Canada)

    How Taxporch handles Form T183 and T183CORP e-signatures for Canadian EFILE firms: secure portal route, identity checks by the firm and 6-year retention.

  • Getting started

    Set up your firm on Taxporch in an hour: two-step sign-in, branding, team, clients, payments and your first client request.

  • Import from TaxDome

    Step-by-step guide to moving clients, contacts, jobs, invoices and documents from TaxDome to Taxporch, and what TaxDome can't export.

  • Security overview

    Architecture, encryption, backups and an FTC Safeguards Rule mapping you can cite in your WISP.