TaxPinTaxPin

🛡 Designed for IRS Pub 4557 · FTC Safeguards Rule

Stop emailing
your tax documents.
Now with payroll and bookkeeping, too.

TaxPin is a secure document portal connecting tax firms and their clients. Snap a photo, send it encrypted, and track it at a glance.

Explore the Product
🔒 Encrypted in transit & at rest🏢 Full per-firm isolation📱 Two-factor auth (MFA)📜 Complete audit trail
AEGISonar Secure Mark

Independently audited by a third party

WebEASM · AEGISonar external attack-surface assessment Overall Grade 5 (Safe)

View the external audit →

ALL IN ONE PORTAL

Everything your firm needs, in one portal

Beyond secure exchange — payroll and bookkeeping too, for the whole season, all in one place.

DOCUMENTS

Everything you asked for, in one list

  • ✓Your client snaps a photo — no app to install
  • ✓AI reads the W-2 and 1099 and cross-checks the client’s info — only what a person approves goes in
  • ✓Korean · English · Spanish, translated live, with SMS alerts
See what documents can do →
Everything you asked for, in one list
Run payroll from the same portal

PAYROLL

Run payroll from the same portal

  • ✓Pay stubs and printed checks — one PDF per company
  • ✓The numbers for 941 · W-2 · 940 and state filings
  • ✓All 50 states and DC — your firm confirms the rates
See what payroll can do →

BOOKKEEPING

Upload a statement, get a set of books

  • ✓12 bank and card PDFs — or their OFX/QFX/CSV download
  • ✓Three independent checks on everything we read
  • ✓Trial balance · P&L · balance sheet, as PDF
See what bookkeeping can do →
Upload a statement, get a set of books
Security is the architecture, not a feature

SECURITY BY DESIGN

Security is the architecture, not a feature

  • ✓Encrypted in transit and at rest · every firm fully isolated
  • ✓Multi-factor auth (MFA) · an audit log nobody can edit
  • ✓Independently audited by a third party — Grade 5 (Safe)
See the full security architecture →

Compared to email attachments

Email attachmentTaxPin
Encryption at rest✗ Plaintext in inboxes✓ AES-256
Access expiry✗ Readable forever✓ Expiring signed links
Sent by mistake✗ Unrecoverable✓ Delete removes it for both sides
Who viewed, and when✗ Unknown✓ Audit log + read status
Two-factor auth✗ Depends on user settings✓ Enforced at the database once enrolled

IRS Publication 4557 and the FTC Safeguards Rule (16 CFR Part 314) require encryption, multi-factor authentication, and access logging for taxpayer data — a standard email attachments simply cannot meet.

Compliance posture

✓ IRS Pub 4557The system backs the core requirements of the taxpayer-data safeguard guide: encryption, MFA, access logging, automatic lock-out
✓ FTC Safeguards Rule16 CFR Part 314 — access controls, encryption, MFA, and activity monitoring
✓ GLBA NoticeOur Privacy Policy includes the GLBA privacy notice
✓ WISP SupportSupports your firm’s Written Information Security Plan — TaxPin covers the technical controls

See the full security architecture →·Privacy Policy