Give your clients a portal
they'll actually use
TaxFileTracker replaces the email back-and-forth with a branded client portal — document collection, messaging, return approval, and a full filing pipeline in one place.
4-minute demo — no signup required
What your firm gets
Branded portal per firm
Every firm gets their own subdomain and branded login page. Clients see your name, not a third-party tool.
Automated document checklists
Configure templates once — W-2, small business, retiree — and the portal assigns the right checklist automatically.
Mobile document upload
Clients upload from their desktop or scan a QR code to upload directly from their phone. No emailing attachments.
In-portal messaging
All client communication stays in the portal. Clients who haven't logged in still get notified by email.
Return approval flow
Upload the prepared return, check one box, and the client is notified. They approve in one click — no email chain.
Six-stage filing pipeline
From Awaiting Documents to Filed — your team always knows exactly where every client's return stands.
Let's set up your firm's portal
15 minutes is all it takes to see if TaxFileTracker is the right fit for your practice.
Book a free 15-min call