Smartax combines a staff admin workspace, unified client portal, and platform operations — everything needed to run a modern tax preparation practice online.
Clients access a secure portal at app.yourdomain.com with your office name, logo, and colors. They complete a guided tax wizard, upload W-2s, 1099s, 1098s, and other documents, choose refund options, and track return status through every stage.
Built-in signature capture for authorization and e-file forms. Clients draw or reuse a saved signature. Staff prepare signature documents and track completion from the admin dashboard.
Walk-in clients check in with a QR code or short code at your office. Staff see a live client queue with badges and manage flow alongside scheduled appointments.
Tax preparers and office admins use a secure staff workspace for day-to-day operations: clients, submissions, team, services, and settings.
Clients request appointments from the portal. Staff set availability, confirm or reschedule, and see upcoming meetings on the dashboard with badge counts.
Platform operators onboard tax offices (providers), manage branding, email delivery, templates, and users. Each office is isolated with its own subdomain and branding.
We'll walk through client intake, staff workflow, and e-sign — tailored to your office size.
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