Built by a tax preparer, for tax preparers
Stop Risking a $32,500 IRS Penalty.
Start Using TaxFile.
TaxFile is the secure document storage and e-signature platform built for solo tax preparers and small tax offices. Meet your IRC 6695(d) record retention requirement, protect your clients' data under FTC safeguard rules, and give clients a free portal to share documents— all starting at $29/month when paid annually.
- IRS and FTC compliant out of the box — no complicated setup, no IT department required.
- Your clients get a free document portal. They share. It's stored. You're covered.
Still Emailing Tax Documents to Clients?
Email is not a secure method for transmitting tax documents. The FTC Safeguards Rule requires financial service providers — including tax preparers — to implement safeguards for client data. Sending W-2s, 1040s, and Social Security numbers through standard email puts your clients at risk and puts you out of compliance.
When a client emails you a document, it travels through multiple servers unencrypted. If that data is ever compromised, the liability doesn't fall on Gmail. It falls on you. The FTC can assess penalties up to $50,000 per day for non-compliance.
- TaxFile uses encrypted cloud storage that meets FTC safeguarding requirements.
- Clients upload directly to a secure portal — no email attachments, no exposed data.
- You get an audit trail of every document shared and stored.
Stop emailing.
Start sharing securely.
Tax Preparer Plans
Every plan includes free client portals. Your clients never pay a dime.
No Cost
$0/month Free for 12 months
New users who want to test
TaxFile with real
clients before committing.
- 1 admin user
- Up to 15 clients
- AI Tax Assistant
- E-signatures (unlimited)
- Payment link
- Free Client portal for all clients
- 1 year of document storage
Most platforms give you 14 days. We give you 12 months.
Try it with real clients. No catch.
$35/month billed monthly
$29/month billed annually ($348/year)
Solo preparers and
small offices with up to
2 staff preparing returns
for unlimited clients.
- 1 admin + 1 additional preparer user (2 total)
- Unlimited clients
- AI Tax Assistant
- Unlimited e-signatures
- Payment link
- Free Client portal for every client
- 3-year document retention (meets IRC 6695(d) minimum)
Everything a solo preparer needs. Nothing you do not.
$70/month billed monthly
$59/month billed annually ($708/year)
Small tax offices with up to
5 preparers on staff,
serving unlimited clients.
- 1 admin + 4 preparer users (5 total)
- Unlimited clients
- AI Tax Assistant
- Unlimited e-signatures
- Payment link
- Free client portal for every client
- 7-years of document retention
Built for growing offices. Priced like you are still small.
$117/month billed monthly
$99/month billed annually ($1,188/year)
Mid-size tax practices with up to
12 preparers who need full retention
coverage and room to grow.
- 1 admin + 11 preparer users (12 total)
- Unlimited clients
- AI Tax Assistant
- Unlimited e-signatures
- Payment link
- Free client portal for every client
- 10-year of document retention
Maximum retention. Minimum cost.
Not sure which plan fits? Call or text Eric directly at (517) 490-0816 or schedule a free 15-minute walkthrough.
How Does TaxFile Stack Up?
Most document management platforms were built for large accounting firms. You end up paying for CRM tools, billing workflows, and practice management features you may never use. TaxFile is built for preparers like you — and priced that way.
| Platform | Annual Cost (Solo Preparer) |
Free Client Portal |
IRS/FTC Compliance Focus |
AI Assistant |
Setup Complexity |
|---|---|---|---|---|---|
| TaxFile | $348/yr | ✓ Included | Core focus | Built-in | Low — ~10 min |
| TaxDome | $800/yr | ✓ Included | Generic | Reports only | High |
| SmartVault | $660/yr* | ✓ Included | Limited | Add-on | Medium |
| Liscio | $588/yr** | ✓ Included | Generic | Pro tier only | Medium |
| Canopy | $888/yr | ✓ Included | Generic | Checklists | High |
| SafeSend | ~$750/yr*** | ✗ N/A | No | Organizers | Medium |
* SmartVault pricing may vary by product tier, billing term, and user minimums.
** Liscio usage-based pricing. Base rate does not include e-signatures or tax gatherings beyond included limits.
*** SafeSend estimate may vary because pricing can be quote-based or return-volume-based.
Built by a Preparer, for Preparers.
I've been preparing taxes since 2009. I run SMP Inc., an accounting and consulting firm in Alabama, and I'm a Senior Accountant at Alabama State University. I know what your document workflow looks like because mine looked exactly the same.
Client returns were scattered across email threads, shared folders, and filing cabinets. I knew the IRS penalty exposure was real — $65 per return, up to $32,500 a year — but the platforms designed to solve it were built for large firms and priced to match. A solo preparer does not need a CRM, a billing system, and a workflow engine. You need a secure place to store returns, share documents with clients, and prove you met your retention requirements, so I built TaxFile.
My own clients at SMP are using it, and the adoption has been nearly universal. When I looked at how my own clients responded to TaxFile, I knew the tool worked. If they adopted it, your clients will too.
If you have questions about whether TaxFile fits your practice, reach out directly. I am a tax preparer, not a software salesperson.
— Eric McKenney, MAcc | Founder, TaxFile | President, SMP Inc.
Frequently Asked Questions
Quick answers for tax preparers considering TaxFile.
About TaxFile
TaxFile is a cloud-based platform designed specifically for tax preparers and taxpayers to share, sign, and store tax documents in a secure environment.
Our mission is to make tax document access easier for clients and more organized for preparers, without forcing small firms to pay for complicated practice-management software they do not need.
Questions?
Contact us with questions about features, pricing, onboarding, or which plan is right for your practice.