Tax season, without the chasing.
TaxFormify is tax practice management software for tax accountants and CPA firms in the United States and Canada. TaxFormify runs the admin side of every client file: questionnaire, document chase, signatures, expense sorting, client email. The hours you can't bill for stop eating the season.
Everything between the onboarding call and the filed return, except the return itself. That stays in your tax software. The journey: Onboarding call → Questionnaire → Document list emailed → Vault upload → E-signature → Expenses sorted → Outcome emailed → Your tax software.
The intake. After the onboarding call: forty emails per client, all asking for the same things. One link. The questions adapt to the answers, and the document list writes itself. Say yes to rental income and the form asks for the rental statements, on screen and in the email that goes out automatically when they submit. No login for the client. It saves as they go.
The documents. Half of them have gone quiet. The other half texted you photos of receipts. Every file lands in the client's own secure vault, and reminders chase the missing ones for you. Clients upload from the same link. You see what has arrived and what hasn't; the reminder cadence is yours, three steps or ten, and each email lists exactly what is still missing, then stops the moment it lands.
The signature. The engagement letter is stuck in a third tool. Engagement letters, IRS §7216 consents, Canada’s T183. E-signed on the same link, with a certificate. Signer email, timestamp, IP and location on every signature, and the confirmation reaches you the moment it is done. No DocuSign. Form 8879 in person only: the IRS requires knowledge-based authentication to sign it remotely, and we do not do that.
The expenses. A self-employed client sends fourteen months of bank statements. Drop them in. AI sorts every line into an expense category and flags what it isn't sure about. Bank statements and receipts only. It categorizes expenses; it does not do the return. You review the flagged lines instead of retyping four hundred.
The wrap-up. Forty-two clients want to know what they owe. Tell every client their outcome in one personalised send, from the same place. Templates with placeholders, unsubscribe handled, every send on the client's record. No MailChimp. The season ends where it started: one link, one record, your whole team on it.
That is the whole admin side of tax season, the part nobody can bill for. The bookkeeping and the return itself stay in your accounting and tax software; TaxFormify runs everything around them.
Also in the client record: Client invoicing: Bill the engagement from the same record the work lives in. White-label client portal: Your name and logo on every link your clients open. Team seats included: Everyone in the firm sees the same client record. Never billed per head.
Results: 97% client response rate, 30+ hrs saved per hundred clients. Based on one firm's experience. Your results will differ with your client mix, how many documents each return needs, how quickly clients respond, and how much of your admin you move across.
Selected for Edmonton Unlimited’s Launch Party Top 10. Selected by Edmonton Unlimited as one of ten companies from 59 applicants for its Launch Party at Edmonton Startup Week in Edmonton, Alberta, October 2026.
Founder, Click Tax & Accounting: "We used to lose the first weeks of tax season chasing documents. Now clients respond before our first meeting, communication is smoother, and the data's collected before the accounting work even starts."
Owner, EasyCount: "I tried many solutions and gave up after a week. Too complicated. TaxFormify took me one afternoon to set up. My clients love the portal, and I love not paying per user."
Plans from $79 USD/month ($109 CAD/month for Canadian firms), billed month to month with no annual contract. 14-day free trial, no credit card required.
No client logins · No card to start · Set up in an afternoon. AES-256-GCM encryption for sensitive data · MFA on every accountant account · export your data any time.
Made by Pinvity Inc., founded 2024, Alberta, Canada. Serving CRA (Canada) and IRS (United States) practitioners.
Frequently asked questions
Do my clients need to create an account?
No. Clients receive a secure link by email and complete forms from any device: phone, tablet or computer. No login is required. Progress saves automatically, so they can finish in more than one sitting.
Is my clients' data secure?
Yes. We use AES-256-GCM encryption for sensitive data, TLS in transit, and secure US-based cloud infrastructure. We are not certified under any specific privacy or security framework, but we implement reasonable technical and organizational controls: encryption, access controls, multi-factor authentication (required for accountant accounts), audit logging, and incident response. Your data is backed up regularly, and we never share or sell client information.
How long does setup take?
Most firms are up and running in an afternoon. Our quick-start guide walks you through creating your first questionnaire, inviting team members, and sending to clients. You can send your first form within 30 minutes of signing up.
Can I cancel any time?
Yes. We offer month-to-month billing with no long-term contracts. Cancel any time from your account settings with no penalties or fees. Your data remains accessible for 90 days after cancellation.