FOR CLIENTS
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 · English · Spanish
The entire client view is in three languages, and messages are translated between them automatically.
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.