Unified Communication
Secure messages, email, and client history — all in the context of the return, document, or task they're about.
A conversation about a client's missing 1099 shouldn't live in a personal inbox, disconnected from everything else you know about that client. TPP keeps every message tied to the client record — and, where relevant, to the specific document, task, or return it's about.
Individual · Archer & Ellis Tax Advisors
Priya Shah
Hi Sofia, we still need your brokerage statement to finish your return.
Yesterday, 3:12 PM
I just uploaded it — let me know if you need anything else!
Yesterday, 4:47 PM
Priya Shah
Got it, thank you! We'll take a look and follow up shortly.
Yesterday, 5:03 PM
How it works
Contact a client directly from their profile, a document, a task, or an appointment.
A message sent from a document carries that context, so staff always know what a reply refers to.
The Communications view shows every client conversation, with real unread counts.
Clients message your firm from their portal — no separate email thread to lose track of.
Key capabilities
A real tax-practice scenario
Imagine a client uploads a document with a question about it.
They send a message directly from that document. Your staff sees the message already tagged "Re: 2025 W-2" in the Communications inbox — no guessing what it's about.
Before TPP
After TPP
How TPP brings it together
= One connected tax practice.
You may also like
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 →Request, receive, organize, review, and retain client documents — without a single attachment lost in an inbox.
Learn more →30-day free trial. Full access to every feature during your trial, subject to the applicable trial terms.