Launching November 2026 — 47 accountants on the waitlist

Stop Chasing Clients for Tax Documents

Collect. Organize. Move Forward.

The only client portal built specifically for tax preparers. Set up in 5 minutes. Clients don't need passwords. You stop chasing, they start uploading.

No setup fees. No contracts. Cancel anytime.

Trusted by solo CPAs who've tried TaxDome, Canopy & Content Snare

TaxDome → TaxFeederCanopy → TaxFeederContent Snare → TaxFeederSmartVault → TaxFeeder

69% of accountants say they spend too much time gathering documents

❌ Chasing clients via email, text, and voicemail

❌ Receiving blurry photos via random text messages

❌ Manually organizing files into folders

❌ Clients forgetting passwords to "secure" portals

❌ Paying $74–149/mo for overbuilt practice management suites

The Real Cost
4 hrs
Average time spent per client chasing docs
100+ hrs
Lost per tax season for a 25-client practice
$15,000
Billable hours lost at $150/hr

How TaxFeeder Works

From setup to uploaded docs in under 5 minutes

📋
STEP 01

Pick a Template

Choose from pre-built tax templates: Individual, S-Corp, LLC, Partnership. Or build your own checklist.

🔗
STEP 02

Send Magic Link

Enter your client's email. We generate a secure, password-free link they can open on any device.

📁
STEP 03

Docs Appear Organized

Files auto-sort by client and document type. One-click ZIP export. Auto-reminders handle the follow-up.

Built for Tax Preparers, Not Enterprises

⚡

5-Minute Setup

No implementation project. No training. Just works.

🔗

Magic Links

Clients click, upload, done. No accounts. No passwords.

📋

Tax Templates

W-2, 1099, 1098, K-1, Schedule C — pre-built checklists.

🔔

Auto-Reminders

Email + SMS nudges so you never chase again.

📱

Mobile-First

Clients upload from their phone. No app download needed.

🔒

Bank-Level Security

SOC 2 prep, encryption at rest, secure pre-signed URLs.

📦

One-Click Export

Download organized ZIPs, ready for your tax software.

🎨

Branded Portal

Your logo, your colors. Looks like your firm built it.

“
I used to spend 4 hours per client chasing down W-2s and 1099s. With TaxFeeder, it's zero. My clients actually upload documents on time now because they don't have to remember a password.
JL
Jane L., CPA
Solo Practitioner, 40 clients

Simple, Transparent Pricing

No setup fees. No hidden modules. Cancel anytime.

Solo

$9/mo

For solo CPAs and part-time preparers

  • ✓1 user
  • ✓Up to 50 clients
  • ✓Email reminders
  • ✓5 default templates
  • ✓Basic support
MOST POPULAR

Pro

$19/mo

For growing firms with staff

  • ✓3 users
  • ✓Unlimited clients
  • ✓Email + SMS reminders
  • ✓Custom branded portal
  • ✓Priority support
  • ✓Custom templates

Team

$29/mo

For established practices

  • ✓Unlimited users
  • ✓API access
  • ✓White-label option
  • ✓Advanced analytics
  • ✓Dedicated onboarding
  • ✓SSO & admin controls

Be Ready for Tax Season 2027

Join 47+ accountants on the waitlist. Get 50% off for life when we launch in November.

No spam. Unsubscribe anytime. We only email about TaxFeeder updates.

Frequently Asked Questions

Do my clients need to create an account?

No. That's the magic of TaxFeeder. You send them a secure link. They click it, see their checklist, and upload. No passwords, no apps, no friction.

How is this different from TaxDome or Canopy?

TaxDome and Canopy are full practice management suites. They take weeks to set up and cost $74–149/mo. TaxFeeder does ONE thing perfectly: collecting tax documents. 5-minute setup. $9/mo.

Is my client data secure?

Absolutely. We use bank-level AES-256 encryption, secure pre-signed URLs for uploads, and are preparing for SOC 2 Type 1 certification. Your files never touch our servers directly.

Can I export files to my tax software?

Yes. One-click ZIP export organized by client and document type. We're also building direct integrations with Drake, ProSeries, and Lacerte.

What if a client loses their magic link?

You can regenerate a new link instantly from your dashboard. Old links automatically expire for security.