For tax preparers & clients

Your documents.
Secure end-to-end.

A private vault for tax preparers and their clients — invite-only, encrypted, and built for accountability.

Create your firm account

During the pilot, firm owners can create an account here. Additional firms require an admin invitation.

Clients and staff must use the link in their invitation email. HQ360 Admin Hub integration is planned for a later launch.

Encrypted vault

Files are encrypted at rest and in transit, always.

Invite-only

Only you and your preparer can access your folder.

Drag-and-drop

Send W-2s, 1099s, and receipts in a single drop.

Audit trail

Every upload and download is logged and timestamped.