SOLUTIONS
Built for firms.
Loved by clients.
One portal, two faces. Firms get a dashboard that survives busy season; clients get a screen where a single photo gets the job done — no app to install.
FOR TAX FIRMS
Busy-season documents, on one screen
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.
FOR CLIENTS
No app to install — it just works on their phone
Clients don’t need another app. They need to know what to send and when it’s done. The TaxPin client view shows exactly that — and nothing else.
Nothing to install
Opens right in the phone’s browser. No app store, no account gymnastics.
Snap a photo to upload
Lay the W-2 on the desk, take one photo — it’s delivered to the firm, encrypted.
A checklist of exactly what’s needed
The checklist shows precisely which documents to send, and checks itself off with every upload.
Korean or English
The entire client view is bilingual. Parents and their kids can use the same portal.
An alert when the return is ready
Email and text let them know the moment their return is ready.
Every past year in one place
Prior-year documents stay organized by tax year — with one-click ZIP download.
MFA available
Clients who want it can lock their account down with authenticator-app MFA.
Three steps, and the client is done
Tap the invite link
The firm sends an invite link; tapping it opens their personal portal.
Snap and upload
Photograph each document with the phone. The checklist fills in as they go.
Get the done alert
When the return is ready, an email or text says so. Check the portal — done.
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.
A dedicated portal for your firm, within days
Leave us a note and we’ll walk you through everything — from opening a portal under your firm’s name to inviting your first clients.