SE HABLA ESPAÑOL

the complete client

communication tool

Developed with the Tax Professional in mind.

At the office, at home,

everywhere you want to be

Communicate with your clients effectively regardless of where in the world you may be. Expand the reach of your practice beyond your local area and grow your business. TaxComm is the tool you need!

All of your tools in one place

Secure File Requests

Securely request and receive all documents needed to complete the tax return.

Video Meetings

Keep client relationships strong through video meetings. Face to face communication is important in the tax industry.

E-Signature

Receive electronic signatures requested with no or minimal pay-per-signature charges.

Secure Messages

Secure messaging with standard or potentially privileged tax advice.

we take care of security,

so you don’t have to

We use two layers of data-transport encryptions for maximum security. Your tax business will have desktop or mobile access to your own isolated, and encrypted data storage space.

Client Dashboard Keeps

Communication Organized

User friendly web dashboard for both the tax professional and taxpayer, making document and data transfer seamless.

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