Your taxes.
Always within reach.
Personal and corporate documents, a dedicated assistant, and a direct connection to your accounting firm.
A better client experience.
A quieter inbox for your firm.
Their own documents, organized by year. Their own AI assistant. A clear place to upload what you need. On the web, or in their phone’s browser.
Your clients have questions.
Now they have answers.
A return, a number, a financial statement. Available without another call to your team.
Fictional data. Document attachment replies preview a planned capability. Phone view represents the portal in a mobile browser, not an App Store app.
Your documents. Your answers.
Hi Jordan. What would you like to know about your documents?
Every year, in one place
Personal and corporate documents are accessible through the linked client account.
Uploads without the back-and-forth
A shared checklist makes missing documents visible to both client and firm.
Their profile. Their documents.
Client access is separated from the firm’s workspace and limited to linked records.
Sensitive documents.
Thoughtful safeguards.
Your firm handles information that deserves care. Access checks and document controls are built into the workflows—not added as an afterthought.
Private file access
Firm ownership and linked-client access are checked before protected documents can be retrieved. Clients don’t receive access to your firm workspace.
Time-limited access links
Client-upload and signed-document access links expire within 15 minutes. Open file lists refresh access links; emailed invoice links have a different lifecycle.
Signer verification & evidence
Email-code verification, signer consent, recorded signing events, and document hashes support the signing workflow and its audit evidence.
Review before you close
Exceptions, reconciliation and closing checks help reduce missed steps. Your accountant stays in control of approvals and professional judgment.
Cloud storage is managed through Lovable Cloud. Amazon hosting and third-party security certifications have not been verified. No system eliminates all security risk.
More room for clients.
More time for what matters.
Let’s see how TaxPillar fits the way your firm works.
Book a walkthrough