TaxInbox gives accounting firms a structured, professional system for collecting, tracking, and approving client documents — so tax season runs on your schedule, not your inbox.
Every year, the same friction. Here's what your firm is dealing with right now.
Documents arrive scattered across email attachments, shared drives, and text messages. There's no single source of truth for what's been received and what's still missing.
Each tax season means sending the same reminder emails over and over. Clients forget, documents get buried, and your team wastes hours chasing down paperwork.
Once all documents arrive, someone still has to manually sort, rename, and merge everything into a clean package — a tedious process that's ripe for error.
Document Tracking
Create a standard request list once. Apply it to every client.
AI Classification
Upload a stack of files. TaxInbox sorts them automatically.
PDF Export
From scattered files to a clean, organized package in seconds.
A simple, repeatable workflow for every client, every year.
Start from a template or build your own. Add the documents you need from every client and assign them to the right categories.
Clients receive a clean, guided portal. They upload files directly — no email attachments, no shared drives, no confusion.
Your team reviews each uploaded file, approves it or requests a correction, then exports everything as a consolidated PDF package.
Adjust the sliders to calculate your firm's potential ROI with TaxInbox.
Your estimated ROI
Based on Solo plan ($499/yr)Based on firms reporting 65% reduction in document follow-up time after switching to TaxInbox.
Three plans, every feature included.
Billed annually · cancel anytime
Everything included
Billed annually · cancel anytime
Everything included
Billed annually · cancel anytime
Everything included
Everything you need to know about TaxInbox.
Join accounting firms that have replaced inbox chaos with a structured, professional document workflow.
Book a DemoNo commitment required. 30-minute walkthrough.