Branded client portals
Each tax office gets its own logo, colors, and subdomain. Clients see your brand, not ours.
Built for tax preparation firms
Secure client portals & tax workflow for modern practices
Smartax helps tax offices run the full client journey online — from walk-in check-in and document upload to review, e-signature, and filing. White-label branding for every office. English and Spanish.
Already a client? See how to sign in
Everything your office needs for tax season
One platform for staff, clients, and platform operations — designed for multi-office tax firms.
End-to-end submissions
Collect W-2s, 1099s, and supporting docs. Guide clients through info, refund options, review, and e-sign.
Electronic signatures
Authorization forms and e-file documents with draw-or-save signature support built in.
Queue & kiosk check-in
Walk-in clients check in via QR or code. Staff see a live queue and appointment calendar.
Appointments
Clients request meetings; staff manage availability and confirmations from one dashboard.
English & Spanish
Bilingual client portal and email templates — ready for diverse communities.
Two apps, one platform
Tax offices run operations behind the scenes. Clients use the public portal. Both connect to the same secure platform.
For tax offices
Manage clients, staff, submissions, services, and office settings from a dedicated staff workspace.
- Dashboard with clients & activity
- Team invites & role-based access
- Custom email templates per office
- Services, pricing & invoicing
For tax clients
Upload documents, complete your return questionnaire, schedule meetings, and sign — at app.yourdomain.com.
- Secure document upload
- Step-by-step tax wizard
- Appointment booking
- Track return status & e-sign
From invite to filed return
1
Onboard your office
Platform admin creates your tax office with branding, subdomain, and staff invites.
2
Invite clients
Staff send portal invites. Clients register, verify email/phone, and start their submission.
3
Prepare & review
Staff review documents, schedule meetings, and move returns through processing stages.
4
Sign & file
Clients e-sign authorization forms. Your team completes filing with full audit trail.
Frequently asked questions
What is Smartax?
Smartax (powered by VeroTax) is a cloud platform for tax preparation firms. It provides branded client portals, staff admin tools, queue management, e-signatures, and bilingual support.
Where do clients sign in?
Clients use the client portal at app.yourdomain.com. Your preparer may also send a direct invite link. Use the link from your tax office — do not share credentials.
How do tax offices get started?
Contact us for a demo. We onboard your firm with branding, staff access, and client portal setup.
Is the platform bilingual?
Yes. The client portal and transactional emails support English and Spanish out of the box.
Ready to modernize your tax practice?
See how Smartax can reduce paper, shorten intake, and give clients a professional online experience.
Request a demo