MyTAXPortal

Streamline Your Clients' Experience

Branded, mobile, and secure, MyTAXPortal delivers a safe, easy-to-use, organized space for you and your clients.

Secure, Simple, Seamless

More efficiency means growth for your business. Serving as the gateway between you and your clients, MyTAXPortal provides a simple, single point of access for managing tax documents and communicating with your clients. We provide an organized and secure space to send and receive tax documents, answer client questions, sign returns remotely and so much more.

MyTAXPortal is included FREE with your MyTAXPrepOffice plan.*

For Your Business

Brand MyTAXPortal with your company logo

Receive a Personalized Link to share with clients

Create custom organizers

Track customer activity

Send and receive documents

For Your Clients

Easy access to MyTAXPortal

Secure location for tax documents

Mobile friendly design

Secure two-way communication

Sign Signature Documents Remotely

Custom Domain

Create a personalized link that will connect your clients directly to MyTAXPortal. You invite your clients to simply click on the link to register. There is no maintenance required on your part. Your personalized link can be shared in your marketing material, on your website, in emails, and in SMS!

Still have questions?

Call 307.414.1211 and let one of our experts help you choose the right plan for your business.

Request a Free Demo

*The IRS requires third-party verification of remote signatures. MyTAXPortal remote signatures cost $1.00 per signature request. Remote signatures are valid for two years after the purchase date at which time they will expire. Remote signatures are non-refundable.