FOR TAX FIRMS
When busy season hits, documents scatter across email, KakaoTalk, and text messages. "Where did that W-2 come in?" eats your day. TaxPin replaces that with a single dashboard, organized by client and tax year.
Unread badges
Documents waiting for your review — and ones your client hasn’t seen — show up as badges. A morning glance tells you today’s work.
Client search & year filters
Find any client by name and filter by tax year. No more scrolling to dig up last year’s files.
Document request checklists
Send a list of what you need; the progress bar fills automatically as the client uploads each item.
Internal notes
Per-client notes for your firm only — the client never sees them.
Staff accounts
Work together with individual staff accounts. It’s always clear who handled what.
Activity log
Uploads, downloads, and review marks are recorded automatically.
Branded subdomain
yourfirm.taxpin.app — clients sign in at an address that carries your firm’s name.
A day with TaxPin
Morning badge check
Unread badges on the dashboard show what arrived overnight and which clients need you today.
Send a request
Send a new client a document checklist. Your list becomes their screen, item by item.
Documents arrive
You’re notified the moment a client uploads — no digging through an inbox for attachments.
Mark as reviewed
Reviewed documents clear their badges. The badges left are the work left.
The difference from email and chat threads
Scattered → one place
Documents once strewn across inboxes, chats, and texts land on one screen, organized by client and year.
Plaintext → encrypted
Files that sat in inboxes as plaintext now travel over TLS and rest under AES-256 encryption.
Memory → automatic tracking
No more relying on memory for “did I send it? did they see it?” — read status and activity are logged automatically.