Less admin, more returns
Clients upload documents and complete questionnaires before they arrive. Staff review instead of re-keying.
Built for tax preparation firms
Replace paper intake, scattered email, and manual follow-ups with a unified admin workspace your staff will actually use during tax season.
Your brand, online
Logo, colors, tagline, and subdomain per office. Clients trust the portal because it looks like you.
Season-ready operations
Queue, kiosk, appointments, and notifications keep the front desk and prep floor in sync.
Get started
New to Smartax? Request a demo and we will onboard your tax office with branding, staff access, and client portal setup.
Request a demoRoles in your office
Client admin
Full office control: team, clients, kiosk, services, branding, and email templates.
Staff / preparer
Assigned clients, submissions, scheduling, queue, and document review.