Bring clients, work, documents, communication, billing, and firm insights together — so every return moves forward and nothing falls through the cracks.
Good morning, Andrea
Here's what needs your attention today.
Active returns
148
+12 this week
Waiting on clients
23
8 reminders due
Ready to file
31
$284k billed
Work that needs attention
Horizon Dental
1120-S
Northstar Studio
1065
Maya Thompson
1040
CRM, Workflow, Documents, Portal, Billing, and Insights aren't six separate products — each part works together so your firm can manage the client relationship, the work, the documents, the communication, the billing, and the practice's performance from one connected workspace.
The workspace map
Workflow
The repeatable steps — organizer, documents, preparation, review, signature, e-file — that move a client's engagement forward.
Visit Workflow →One engagement, start to finish
New client added
A client record is created with contact information, entity type, and the tax year being prepared.
See how CRM works →Before and after
Before TPP
Tax work already has enough complexity. Your team shouldn't have to search through inboxes, spreadsheets, and disconnected apps just to know what happens next — Tax Practice Portal connects the client journey and the work behind it, from first contact through delivery and payment.
01
Live statuses, owners, due dates, blockers, and client activity create one shared view of the season.
02
Templates and automation help every team member deliver the same disciplined client experience.
03
One branded portal replaces a trail of emails, links, attachments, signature tools, and payment pages.
Built around a single client record, so information moves with the engagement — not between disconnected systems.
Keep contacts, entities, relationships, services, and every client interaction in one reliable record.
Learn moreTurn proven tax processes into reusable templates with dependencies, recurring work, and clear owners.
Learn moreRequest, receive, organize, approve, and retain sensitive files without chasing attachments.
Learn moreGive clients one simple place to complete tasks, upload documents, sign, message, and pay.
Learn moreBring email, secure messages, and client history into the context of the work.
Learn moreMove from scope to signed engagement with reusable proposals, terms, and signature tracking.
Learn moreCapture time, create invoices, track balances, and connect revenue to the work delivered.
Learn moreSee deadlines, throughput, workload, and bottlenecks before they become problems.
Learn moreKeep TPP at the center while connecting the tax, accounting, email, and payment tools you use.
Learn moreBuild a connected experience around the way your firm actually works. Each completed action can move the engagement forward, alert the right person, and make the next step visible.
Business return · 1120-S
Automated workflow template
Engagement accepted
Proposal signed and deposit received.
CompleteOrganizer & document request
Client completed 18 of 18 items.
CompletePreparation
Assigned to Daniel · due Friday.
In progressReview & approval
Will assign when preparation is complete.
NextE-file, invoice & archive
Final delivery steps.
Automation readyFinishing preparation assigns the reviewer and updates the client.
Give every client a clear, secure home for the actions that keep work moving — without asking them to understand your internal systems.
Secure communication
Messages stay with the client record.
Simple task lists
Clients always know what you need next.
Sign and approve
Complete important actions from any device.
Invoices and payments
Make balances visible and easy to resolve.
Archer & Ellis
Tax Advisors
Good morning
Hi, Sofia 👋
Your 2025 tax return is moving along.
Signature Requested
1 item needs your attention
Confirm: New Client Consultation
1
Documents
1 new
Messages
This is a real, click-through preview of the mobile app — not a screenshot. Tap around: open Documents, send a demo message, review a task, check the tax return timeline.
Archer & Ellis Tax Advisors
Tax Advisors
Good morning
Hi, Sofia 👋
Your 2025 tax return is moving along.
Get the TPP Client Portal
Mobile app — coming soon
The native iOS and Android apps aren't published yet. Scan the code or visit the link below and we'll let you know the moment they're available.
Coming soon to the
App Store
Coming soon to the
Google Play
Tax firms handle some of the most sensitive information a client owns. Tax Practice Portal is designed to protect access, data exchange, and accountability across the firm.
Protection for information in transit and at rest.
Learn moreAn extra layer of protection for firm and client access.
Learn moreControl who can see and change sensitive information.
Learn moreMaintain visibility into important account and document actions.
Learn moreStart with a better way to manage this season. Build the operational foundation for every season after it.
01
Replace manual follow-ups and scattered files with a repeatable system that feels personal to every client.
Explore solution02
Standardize work, delegate confidently, balance capacity, and give managers visibility across every engagement.
Explore solution03
Create firm-wide standards while preserving role-based access, team ownership, and local accountability.
Explore solutionTax Practice Portal is designed to work alongside the tools that prepare returns, manage books, deliver email, schedule meetings, and process payments.
Explore integrationsStart with every feature free for 30 days, then choose the plan that fits your firm. No multi-year contract, no complicated bundles, and no need to be a technology expert.
See plans & pricingClients, workflow, documents, communication, and reporting together.
Guided setup, ready-to-use tax workflows, and clear next steps.
Practical help designed around your deadlines, team, and clients.
Our implementation approach turns your current client data and best processes into a clean, usable workspace.
STEP 1
Map your services, tools, workflows, roles, and migration priorities.
Explore stepSTEP 2
Import client data and shape templates around the way your firm delivers.
Explore stepSTEP 3
Train your team, invite clients, and launch with hands-on support.
Explore stepSTEP 4
Use real operating data to remove friction and strengthen performance.
Explore stepHave a question about your workflow, team, migration, or technology stack? We would be glad to talk through it.
Talk to our teamTax Practice Portal is practice management software designed for U.S. tax practitioners. It brings client management, work, documents, communication, billing, and firm reporting into one connected workspace.
No — TPP is designed to work alongside the tax software you already use, connecting the client and firm work that happens around preparation, not the return calculation itself.
Yes. Clients upload documents through their own branded, secure portal, and staff control exactly what each client can see.
Yes. Workflow templates are reusable and configurable per return type, with their own steps, dependencies, and automation.
Yes. The platform is designed for year-round client service, including a guided migration of your existing client data and processes.
Yes — clients, documents, communication, and billing are useful for a firm's work all year, not only during filing season.
See how Tax Practice Portal can bring your clients, team, work, and revenue into one connected system.
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Developer tools
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Or visit escochecks.localhost:3000 / harborview.localhost:3000 directly if your browser resolves *.localhost subdomains.
Prototype environment — mock data, no real vendor integrations connected.