Automate Your Tax
Document Intake
Stop chasing clients for documents. Taxflow collects, tracks, and organizes client documents automatically in one place, so your firm can file faster.
Trusted by accounting firms across the U.S.
Fix the Most Time-Consuming Part of Tax Prep: Data Intake
Every season, firms lose weeks chasing clients for missing documents. Taxflow eliminates that entirely — from first request to final file.
Generate Smart Client Checklists
Pull prior-year data to instantly create personalized document requests for each client. Ask only what's relevant — no generic checklists, no back-and-forth. AI-Powered Document Processing.
Frictionless Client Uploads
Secure, passwordless links let clients upload documents instantly. Every file is converted to PDF, organized, and routed into the right workflow automatically. Automated Client Document Collection.
Organize messy documents automatically
Uploads are automatically sorted, renamed, split, indexed, and labeled. Messy multi-doc PDFs become clean, structured files — ready for preparation and review. Intelligent Document Management for Tax Firms.
Review-Ready Automated Workpapers
Automatically generate a combined, bookmarked PDF in return order. Add annotations, tick marks, timestamps, and tape calculations — all in a single review view. Automated Tax Workpapers.
Automate tax document intake and preparation in 3 simple steps
Create client organizers from prior year data
Create and send document requests in seconds. Collect all client information and files in one secure place — no emails or follow-ups needed.
Create from Prior Year Tax Return
Upload last year's return and taxflow scans it to build a complete document checklist — every form, every schedule, identified automatically.
Create from Prior Year Source Docs
Import the client's previous source documents and taxflow extracts exactly what's needed to generate this year's request list.
Create from Prior Year Workpaper
Pull from last season's completed workpaper binder to auto-generate a matching organizer — no setup, no guesswork.
Collect and organize documents automatically
Clients can upload their files, or you can upload them yourself — TaxFlow then automatically tracks, sorts, and organizes everything into a structured system, ready for review.
Automatic PDF Conversion
Any file type — JPG, PNG, HEIC, or scanned images — is instantly converted to a clean, review-ready PDF on upload.
Intelligent File Naming
Documents are read and labeled based on their content — no manual renaming, no messy filenames.
Auto-Split Multi-Page Documents
Multi-doc PDFs are automatically separated into individual files and routed to the correct client folder.
Smart Categorization
Categorize and organize every document in the order of the return — automatically, every time.
Complete your tax prep directly from the binder
Extract data, complete workpapers, and move through your tax preparation workflow with speed and confidence — with everything organized and ready to go.
One-Click Workpaper Generation
Generate a combined, bookmarked PDF organized by return section — ready for review in seconds.
Drag & Drop Assembly
Pull documents into workpaper packs without leaving your workspace. Build binders your way.
Auto-Indexed Bookmarks
Every section is labeled and navigable. Reviewers jump straight to the right page instantly.
Built-In 10-Key Calculator
Tape calculations stay visible alongside documents. No app-switching or external tools needed.
Unified Review Dashboard
Documents, client notes, and worksheets side by side — everything in one view, nothing buried.
Annotations, Tick Marks & Stamps
Mark, timestamp, and annotate directly on documents. A full audit trail tracks every action.
Works with all major tax filing software
Lacerte
Drake
CCH Axcess
UltraTax CS
ProSeries
ProConnect
ProSystem fxEverything You Need to Automate Your Tax Intake Workflow
From client requests to structured workpapers — TaxFlow handles every step of your tax document intake process.
Send client document requests in seconds
Create and send tax organizers with a secure, shareable link. Collect documents and information in one place — no emails, no follow-ups.
- Send organizers via link
- Bulk send requests to multiple clients
- Automated reminders to reduce follow-ups
- Secure document upload for accountants
Let clients upload documents or add them yourself
Clients can securely upload their files, or your team can add documents directly — with TaxFlow everything flows into one organized system.
- Upload files manually or let clients submit
- Drag & drop documents into the system
- Support for multiple formats (PDF, JPG, PNG, HEIC)
- Tax document intake software built for flexibility
- Supports 1040, 1120, 1065, and more
Automatically organize, rename, and sort documents
TaxFlow organizes all incoming files into a structured system — no manual work required.
- Auto-bookmark and rename documents
- Sort files in tax return order
- Split bundled documents automatically
- Turn unstructured files into clean workpapers
Transform documents into structured tax data
Extract and structure data from client documents automatically to reduce manual entry and improve accuracy.
- Auto-bookmarks and renames documents
- Sorted in tax return order
- Supports PDF, images, and more
- Keeps everything in one clean binder
Work directly from organized, ready-to-use workpapers
Review, annotate, and complete tax returns with built-in tools designed for tax professionals.
- Annotate with tick marks and references
- Add notes and calculator tapes
- Track preparation and review status
- Export workpapers instantly
Get a complete workpaper — ready to review
Once clients submit, TaxFlow generates an organized workpaper with everything in place.
- Documents bookmarked and ordered
- Client responses integrated
- Ready for preparation and review
- Export with one click
Secure, Compliant, and Built for CPA Firms
SOC 2 Compliant
TaxFlow's infrastructure providers are SOC 2 Type 2 compliant, ensuring your data is handled with strict security and privacy controls. Your sensitive information is protected by industry-leading standards at all times.
HIPAA
Our database and cloud providers support HIPAA compliance, allowing you to securely store and manage sensitive information. We operate under a shared responsibility model and support Business Associate Agreements (BAA) when required.
Data Encryption
All customer data is encrypted both at rest and in transit using industry-standard protocols through our infrastructure partners. Sensitive information is protected at every stage — from upload to storage.
Multi-Factor Authentication (MFA)
Add an extra layer of security to your account with multi-factor authentication. Require a second verification step to ensure only authorized users can access your data.
Tax professionals are transforming their intake workflow
"We used to spend the first two weeks of tax season just chasing documents. Now clients upload everything through the portal and it lands organized, renamed, and ready for prep. Our intake went from three weeks to three days."
"The auto-generated workpapers are a game changer. Documents come in, get sorted into the binder with bookmarks, and my staff can start reviewing immediately. We eliminated hours of manual filing every single week."
"Our clients actually enjoy the intake process now. They get a simple link, see exactly what documents they need on the checklist, and upload at their own pace. No more back-and-forth emails asking for missing 1099s."
Stop chasing documents.
Start automating your tax intake.
All plans include unlimited firm users, document storage, and priority support during tax season.
- Unlimited firm users, up to 5 returns
- Firm binder
- Client organizer
- 1040
- Unlimited firm users
- Firm binder
- Client organizer
- 1040
- Email and live chat support
- 24-hour support response time
- No minimums
- No implementation fees
- Credits never expire
- Only pay for binders you actually use
- Unlimited firm users
- Firm binder
- Client organizer
- 1040
- Live chat and phone support
- 1-hour support and response time
- Minimum of 5,000 clients
- Implementation starts at $10,000
- Credits never expire
- Custom integrations
Frequently asked questions
TaxFlow offers flexible pricing based on your firm's needs and usage. You can choose a plan that fits your workflow and scale as your client volume grows — with no long-term commitments required.
Yes. TaxFlow is built with enterprise-grade security, including encryption, secure document transfer, and compliance standards designed for handling sensitive data.
TaxFlow centralizes document collection, tracks missing items, and organizes everything automatically — so your team can stay in control and reduce last-minute stress.
Yes. You can start a free trial to explore how TaxFlow automates your tax document intake, organization, and workpaper preparation — no credit card required.
TaxFlow is designed to work alongside major tax software used by CPA firms, helping you streamline your existing workflow.
TaxFlow currently supports 1040s. 1120, 1120S, and 1065 are in beta mode right now.
Tax intake — redesigned
from the ground up.
Join dozens of tax professionals who've automated their intake workflow. Free trial, no credit card required.