verified_user From document chaos to filing-ready clarity

Get filing-ready documents from your clients — so everyone moves faster.

TaxBoxAI guides clients to submit structured, tax-ready document sets, so you receive clean, organized files from the start. No email chains. No random uploads. Just streamlined intake that saves hours per return.

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TaxBoxAI — Firm Workspace
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Firm: Main Street CPAs
Client access
lock
Permission-based + revocable
97%
Granted with 24h expiry
Missing docs
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Auto-requested by category
12
Across 4 clients
Tax-ready folders
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Entity → Year → Category
28
Prepared this week
Client: Rivera Holdings LLC
2025 • Documents shared: 142 • Access: Read-only
Income
1099s, deposits
Expenses
Receipts, vendors
Payroll
941, W-2, 1099-NEC
Entity
K-1, minutes
Mock UI for illustration. Your product can keep this exact vibe.
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One shared tax-ready folder structure
Pre-built by entity, year, and category. Clients follow the same structure you use to prepare returns — eliminating guesswork and inconsistent uploads.
checklist
Instant visibility into what’s missing
Both CPA and client see the same checklist in real time. Missing documents are obvious. Progress is transparent. Follow-ups drop dramatically.
insights
Clear view of deductions and opportunities
When documents arrive categorized and predictable, you can quickly identify expenses, deductions, and tax-saving opportunities — instead of hunting for them.

How TaxBoxAI works

A simple, client-friendly flow that reduces back-and-forth.

1
person_add

Firm invites client

Create a client workspace (entity + year). Assign a checklist automatically.

2
key

Client grants access

Clients share only what’s needed, with permissions, password, and expiry.

3
done_all

You review tax-ready folders

Everything arrives organized. Missing items trigger a clean request.

Built around a shared, tax-ready structure

TaxBoxAI gives CPAs and their clients a common folder system designed for tax preparation. Everyone works from the same organized structure — so you know what’s required, what’s uploaded, and what’s missing at a glance

folder_open
Standardized folder framework
Pre-built by entity, year, and tax category. Clients don’t guess where documents go — they follow a clear structure aligned with how you prepare returns.
checklist
Clear visibility of what’s complete and what’s missing
Both sides see the same checklist. No more “Did you send that?” emails. Missing items are obvious. Accountability is built in.
speed
Faster prep. Fewer surprises. On-time filing.
When documents arrive organized and predictable, review time drops, follow-ups shrink, and deadlines become manageable.
Example: Client share settings
Simple controls a client can understand
tune
Access type
Read-only
Accountant can view and download documents. No edits.
Link expiry
24 hours
Auto-expires unless the client renews access.
Password
Enabled
Military-grade end-to-end encryption.

Built for accounting firms

TaxBoxAI is the system you hand to every client so you stop negotiating file chaos. Standardize intake, reduce reminders, and keep your firm off the “data warehouse” path.

sell Firm-controlled seats
Buy licenses for clients. Keep one consistent process.
checklist Checklists by entity
Personal, S-Corp, LLC, rental, multi-entity.
support_agent Fewer client emails
Requests and reminders live inside the workspace.
policy Less custody risk
Avoid a central trove of client tax PDFs.
What accountants tell us
Replace portal sprawl + email chaos with one flow.
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“I don’t want to store client tax docs forever.”
TaxBoxAI is built to minimize long-term data custody.
“Clients can’t follow portal instructions.”
TaxBoxAI uses simple checklists and clear folder targets.
“Every client sends things differently.”
Standardize intake across your entire firm.

Simple, firm-first pricing

Buy seats for clients. Scale up in busy season.

Starter
$29/mo
For small firms piloting the flow
  • check Up to 25 client seats
  • check Standard tax folder templates
  • check Secure share controls
Request demo
Professional
Most popular
$79/mo
For firms standardizing intake
  • check Up to 150 client seats
  • check Custom checklists per entity
  • check Firm branding (logo/colors)
Request demo
Enterprise
Custom
For multi-office firms & special requirements
  • check Unlimited client seats
  • check Advanced permissions & audit features
  • check Dedicated onboarding
Talk to sales

Pricing placeholders for layout. Swap numbers once you finalize packaging.

Want a walkthrough built for your firm?

We’ll show you the client flow, permissions, and how it standardizes document intake. No pressure — just a clean demo.

schedule 20 minutes
group For partners or managers
lock Security-first
Request a demo
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