Tax Organizers Made Simple.

TaxFlow is a intelligent tax organizer that your clients will enjoy using.
Our system will save you time, money, and the frustration of tracking files.

Join the Waitlist

Collect everything you need to complete a tax return. Automatically.

Upon completing the tax questionnaire your client will automatically receive and email detailing the forms and information that you need from them.

Keep track of everyone's salaries and whether or not they've been paid. Direct deposit not supported.

Simplify Everyday Tasks

Streamline your tax preparation process and elevate your client management with our innovative tax organizer app, featuring automatic task generation, integrated file storage for hassle-free document uploads, and a powerful CRM function to securely store and access vital client information.

Client Tasks

Simplify Filing with Automatic Task Generation

Streamline your tax preparation process with our innovative feature that intelligently generates personalized tasks for your client to complete, ensuring a hassle-free filing experience.

File Management

Your Virtual File Cabinet for Seamless Document Storage

Seamlessly upload, store, and organize all your essential tax documents in one secure hub with our integrated file storage feature, offering you the convenience of a virtual filing cabinet.

Client Management

Transformative CRM Tools for Unparalleled Accounting Firm Success

Elevate your client management with our comprehensive CRM feature, empowering accounting firms to securely store and access vital client information within the intuitive framework of our tax organizer app.

Get Started Today!

It’s time to take control of your tax preparation process. TaxFlow will drastically improve your client experience and reduce the amount of time you spend on administrative tasks.

Join the Waitlist

Frequently asked questions

If you can’t find what you’re looking for, email our support team and we'll get back to you as soon as possible.

    • What types of tax returns does TaxFlow support?

      We currently have tax organizers built out for 1040, 1120s, and 1065 returns.

    • Can I invite my accounting team to TaxFlow?

      Absolutely, and it's 100% free to add team members.

    • Can I add my logo to TaxFlow or customize the branding?

      Yes, you can add your logo, a brand image, and set a custom url so your clients will know they are in the right place when accessing the TaxFlow system.

    • How much does TaxFlow cost?

      $5 per tax return. So if you have a client who you complete a 1120s and 1040 for, it would only be $10. Totally worth it.

    • Do I have to create organizers from scratch?

      No, everything you need is already built out and automated for you as soon as you sign up.

    • How do I know when a client has finished filling out an organizer?

      You’ll get an email notification and it will be updated in the client pipeline. You will know exactly where every tax client stands at a glance.

    • Will my clients have to reenter their information every year?

      No, after the first year the static client information will be carried forward. Clients can edit the information, but they will not need to complete repetitive tasks.

    • Is TaxFlow mobile-friendly?

      Yes, clients can complete their organizer on the go. All information is auto-saved so they can come back to it at any time.

    • Can I suggest a new feature?

      Yes, please do! You can email us at [email protected].

Simple pricing, for everyone.

It doesn’t matter what size your business is, our software will grow with you.

Per Tax Return

No contracts. Just awesome software.

$5

  • Manage permissions, share with individuals or teams.
  • Preview, edit, collaborate on, and annotate tax workpapers.
  • Collect electronic signatures and authenticate identities using KBA.
  • Your firm and clients data is safeguarded by top-of-the-line standards for protection.
  • Create and manage tasks, assign staff, record notes, get updates and more.
Join the Waitlist

We red-heart Tax Preparers

This is the modern tax organizer you have always dreamed of using.
Our software is so simple to use that accountants and clients can’t help but fall in love with it.

    • If you're looking for an easy and stress-free way to organize your clients taxes, I highly recommend TaxFlow. From the intuitive user interface to the helpful reminders and potential tax savings opportunities, this software has simplified the entire tax process for me. It's so easy to use, and I never have to worry about missing any important deductions or credits. This software has truly made a huge difference in my life, and I would highly recommend it to anyone looking to simplify their tax season.

      Delaney Hodnett
      Certified Public Accountant

    • I love how easy it is to collaborate with our team on a tax return. The tax review process has significantly increased my productivity. I would recommend TaxFlow to anyone who prepares taxes professionaly.

      Anna Smith
      Senior Tax Preparer

    • TaxFlow is an absolute game changer for tax preparers. The easy to use tax organizer paired with automated client requests has saved me an entire admin's staff salary at my firm.

      Amy Northard
      Certified Public Accountant

    • This tax organizer software is not just easy to use, but it also makes collaboration with your co-workers a breeze. The software allows you to securely share important information with your team, making it easier than ever to collaborate and work together towards a common goal. You no longer have to worry about sending sensitive information through unsecured channels or having multiple versions of documents floating around. With TaxFlow, everyone is always on the same page and all the necessary information is readily available in one place. Whether you are working with one accountant or a whole team, this software will help streamline the collaboration process and make tax season a more efficient and productive experience.

      Brook Anderson
      Certified Public Accountant

    • One of the best features of TaxFlow is its ability to provide a clear overview of your client pipeline, so you always know where every tax return currently stands in the tax prep process. No more wondering if a client has submitted all the necessary documents or if their return has been completed yet. With this software, you can easily track the status of each return, from the initial data collection to the final submission. This not only helps you to stay organized and on top of your workload, but it also allows you to provide better customer service by quickly responding to clients who may have questions about the status of their return. Overall, having a clear client pipeline is an invaluable tool for any tax professional, and this software delivers it in a way that is both intuitive and easy to use.

      Rachel Pollock
      Certified Public Accountant

    • One of the great things about TaxFlow is that it is incredibly intuitive for clients to use, requiring no training at all. The software has a user-friendly interface that is easy to navigate and understand, making it simple for clients to upload and share their tax documents securely. Clients can also track the status of their return and communicate with their tax professional directly through the software, making the entire tax preparation process seamless and stress-free.

      Ashley Dedeaux
      Certified Public Accountant