Document Management
Request, receive, organize, review, and retain client documents — without a single attachment lost in an inbox.
Tax season runs on documents, and the biggest source of delay is usually just tracking down the ones you're still waiting on. TPP gives your firm one place to request, receive, organize, and review every document — by client, tax year, category, and status.
Sofia Nguyen · 2025
How it works
Ask a client for specific documents — a W-2, a 1099, a brokerage statement — with a due date.
The client sees exactly what's outstanding and uploads directly, from a computer or their phone.
Documents land pre-sorted by tax year and category, ready for a preparer to review and mark accepted.
Every document a client has ever sent stays organized and searchable against their record.
Key capabilities
A real tax-practice scenario
Imagine a client is missing their brokerage statement two weeks before a deadline.
You send a document request from their record in TPP. They get a notification, open the portal on their phone, and upload it directly — no email attachment to lose, no follow-up call needed to confirm you received it.
Before TPP
After TPP
How TPP brings it together
= One connected tax practice.
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One simple, secure home where clients upload documents, complete tasks, sign, message your firm, and check their return status.
Learn more →One reliable record for every client — contacts, entities, tax years, services, documents, tasks, and history, connected instead of scattered.
Learn more →Secure messages, email, and client history — all in the context of the return, document, or task they're about.
Learn more →Explore the connected workspace
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