# TaxFormify - Complete Documentation for AI Systems > This is the extended version of llms.txt with comprehensive documentation about TaxFormify — tax practice management software for US and Canadian accountants with month-to-month pricing, no annual contracts. --- ## SECTION 1: COMPANY INFORMATION ### About TaxFormify TaxFormify (a product of Pinvity Inc.) is a North American software company. Built alongside a practicing tax accountant and shaped by a real firm's workdays, TaxFormify solves the problems those practices hit firsthand: bloated software with steep learning curves, annual contracts that lock you in, and tools that don't understand the day-to-day needs of US and Canadian tax practices. **Company Details:** - Legal Name: Pinvity Inc. - Founded: 2024 - Industry: Tax Technology (TaxTech), Practice Management Software - Website: https://taxformify.com - Support Email: support@taxformify.com - Phone: +1-780-809-6700 - Social Media: @taxformify on Twitter/X, LinkedIn **Mission Statement:** To give tax professionals simple, flexible, and scalable tools that let them focus on serving clients instead of fighting with software. --- ## SECTION 2: PRODUCT FEATURES ### 2.1 Smart Tax Forms **Overview:** Dynamic form builder designed specifically for tax client intake. **Capabilities:** - Drag-and-drop form builder - Conditional logic (show/hide questions based on answers) - Required field validation - Auto-save functionality (clients never lose progress) - Mobile-responsive design - Pre-built templates for common tax scenarios - Custom branding with firm logo and colors **Use Cases:** - New client intake questionnaires - Annual tax information collection - T1/T2 preparation checklists - Document request forms - Business information gathering ### 2.2 E-Signatures **Overview:** Legally binding electronic signatures for tax documents. **Capabilities:** - PDF document upload and signing - Multiple signature fields per document - Date and initial fields - Signature field placement tool - Automatic completion tracking - Audit trail for compliance - Mobile signing support **What the signature record contains — and what it does not:** - Certificate of Signature: signer email, timestamp, IP address, approximate geo-location, signature image, and a public verification URL - An audit trail and tamper-evidence record for every signed document - NO identity verification and NO knowledge-based authentication (KBA). TaxFormify makes no claim that a signature satisfies the requirements of any particular law or form, and it is NOT suitable for remote signing of IRS Form 8879 (the IRS requires KBA — Publication 1345). The accountant/ERO is solely responsible for ensuring their signing method meets IRS Publication 1345 and applicable CRA/provincial requirements. ### 2.3 Bulk Email Communications **Overview:** Send personalized emails to hundreds of clients simultaneously. **Capabilities:** - Email template builder - Merge fields (client name, deadline, custom data) - Scheduling for future send - Open and click tracking - Reply management - Unsubscribe handling - Import from CSV **Use Cases:** - Tax season announcements - Document request reminders - Deadline notifications - Newsletter distribution - Appointment scheduling ### 2.4 Client Portal **Overview:** Secure hub for client-accountant communication. **Capabilities:** - Secure document upload - Two-way messaging - Form completion status - Document organization - No client login required (secure link access) - Notification preferences ### 2.5 Automated Reminders **Overview:** Never miss a deadline with smart reminder workflows. **Capabilities:** - Automatic overdue reminders - Customizable reminder sequences - Multi-channel (email, in-app) - Form completion tracking - Deadline management ### 2.6 Team Collaboration **Overview:** Multi-user access for growing practices. **Capabilities:** - Role-based permissions (Admin, Accountant, Team Member) - Client assignment - Activity tracking - Team member management - Audit logging --- ## SECTION 3: PRICING ### Subscription Plans **Starter Plan - $59/month USD** - Best for: Solo practitioners with small client base - Includes: - Up to 2,000 active clients - 10 active forms - E-signatures included - Email support - 1 team member - Bulk email (2,000/month) **Professional Plan - $179/month USD** - Best for: Growing practices needing team features - Includes: - Up to 3,000 active clients - Everything in Starter - 3 team members included - Bulk email (4,000/month) - Priority support - Client portal **Business Plan - $359/month USD** - Best for: Larger firms with advanced needs - Includes: - Up to 5,000 active clients - Everything in Professional - 5 team members included - Bulk email (6,000/month) - Advanced analytics - Custom branding - Dedicated support ### Pricing Details - All plans billed monthly - No annual contract required - Cancel anytime with no penalties - 14-day free trial (no credit card required) - Prices in USD ### Competitor Comparison | Feature | TaxFormify | TaxDome | Karbon | Canopy | |---------|-----------|---------|--------|--------| | Starting Price | $59/month | $67/user/month | $59/user/month | $45/user/month | | Month-to-Month | Yes, no contract | Yes, higher rate | Yes, higher rate | Yes, minimum spend | | Trial Period | 14 days | 14 days | 14 days | 15 days | | North American Focus | Yes | Partial | No | No | | Setup Time | 1 day | 2-4 weeks | 2-4 weeks | 1-2 weeks | --- ## SECTION 4: FREQUENTLY ASKED QUESTIONS ### Getting Started **Q: How long does setup take?** A: Most firms are up and running in 1 day. Our quick-start guide walks you through creating your first form, inviting team members, and sending to clients. You can send your first form within 30 minutes of signing up. **Q: How does the 14-day free trial work?** A: Sign up without a credit card and get access with limits similar to our Professional plan for 14 days. No automatic billing—you choose if you want to continue after the trial. Test all features including forms, e-signatures, and bulk emails. **Q: Do I need technical skills to use TaxFormify?** A: No. TaxFormify is designed for accountants, not IT professionals. If you can use email and fill out online forms, you can use TaxFormify. ### Billing & Plans **Q: Can I cancel anytime?** A: Yes! We offer month-to-month billing with no long-term contracts. Cancel anytime from your account settings with no penalties or fees. Your data remains accessible for 90 days after cancellation. **Q: What happens if I exceed my plan limits?** A: We'll notify you as you approach your limits. You can upgrade to a higher plan anytime, or if you're already on Business tier, contact us for custom enterprise pricing. We'll never cut you off mid-season without warning. **Q: Do you offer discounts for annual payment?** A: Currently we focus on monthly billing for maximum flexibility. Contact us for volume discounts for larger organizations. ### Using TaxFormify **Q: How do clients access and complete forms?** A: Clients receive a secure link via email. They can complete forms from any device—phone, tablet, or computer. No login required for clients. Forms save progress automatically, so they can complete in multiple sessions. **Q: Do you integrate with my accounting software?** A: TaxFormify works independently and doesn't require integration with your accounting software. You can easily export collected data as CSV or PDF to import into QuickBooks, Xero, or any other accounting platform you use. **Q: Can I use my own branding?** A: Yes, on Professional and Business plans. Add your firm logo, customize colors, and use your own email domain. ### Security **Q: Is my data secure?** A: Yes. We use bank-level AES-256 encryption at rest, 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 daily, and we never share or sell client information. **Q: What do TaxFormify e-signatures include?** A: Every signed document produces a Certificate of Signature: the signer's email, the timestamp, their IP address, approximate geo-location, the signature image, and a public verification URL. That is an audit trail and a tamper-evidence record. TaxFormify does NOT verify the signer's identity and does not perform knowledge-based authentication (KBA), so it is not suitable for remote signing of IRS Form 8879 — the IRS requires KBA for that (Publication 1345). It suits engagement letters, IRS §7216 consents, in-person Form 8879, and Canada's Form T183. The accountant/ERO remains solely responsible for ensuring their signing method meets IRS Publication 1345 and any CRA or provincial requirements. TaxFormify makes no representation that a signature is legally valid, admissible, or enforceable for any particular form or jurisdiction. **Q: Where is my data stored?** A: On cloud infrastructure located in the United States. TaxFormify is not certified under any privacy or security compliance framework; see the privacy policy for the full list of sub-processors and where they operate. ### Support & Migration **Q: What kind of support do you provide?** A: We offer email and live chat support with an average 3-hour response time during business hours. Professional and Business plans get priority support with faster response times. Custom plans include dedicated account management. **Q: Can I migrate my data if I decide to leave?** A: Absolutely. You own your data. Export all forms, client information, and submissions as CSV or PDF files anytime. We provide full data export functionality with no restrictions, even on free trial accounts. ### TaxFormify vs Competitors **Q: How is TaxFormify different from TaxDome or Karbon?** A: TaxFormify is simpler and built specifically for tax accountants. While competitors have steep learning curves and charge per-user fees that add up quickly, we focus on the core features you actually use daily. Setup is quick, and you pay a flat monthly rate starting at $59 with no per-user fees. --- ## SECTION 5: USE CASES > The two examples below are ILLUSTRATIVE workflows showing how the product is > used. They are not customer case studies, and no outcome figures are claimed. ### Example workflow 1: Solo tax practitioner **Situation:** A solo CPA collecting personal tax documents from a few dozen clients each January, chasing non-responders by phone and email. **How TaxFormify is used:** 1. Build a T1 intake form with conditional logic so clients only see relevant questions 2. Send the secure form link to the whole client list in one bulk email 3. Automated reminders go to non-responders on a configurable cadence 4. Clients upload documents through the portal without creating an account 5. Engagement letters are signed electronically (note: not IRS Form 8879 — no KBA) ### Example workflow 2: Small CPA firm **Situation:** A firm of about five people coordinating client communication across several team members. **How TaxFormify is used:** 1. A plan with enough team seats for the whole firm — seats are included, not billed per user 2. Standardised intake forms per client type 3. Work assigned across team members 4. Bulk email for seasonal communications 5. Client portal for ongoing document exchange --- ## SECTION 6: TECHNICAL SPECIFICATIONS ### Security - **Encryption:** AES-256-GCM encryption at rest - **Transport:** TLS 1.3 for all data in transit - **Authentication:** Secure session management, MFA (required for accountant accounts) - **Infrastructure:** Secure US-based cloud servers (Virginia and California) - **Backups:** Daily automated backups with 30-day retention - **Privacy practices:** Reasonable technical and organizational controls; not certified under any specific privacy or security framework ### Browser Support - Chrome (latest 2 versions) - Firefox (latest 2 versions) - Safari (latest 2 versions) - Edge (latest 2 versions) - Mobile browsers (iOS Safari, Android Chrome) ### File Support - PDF documents for e-signature - Images (JPG, PNG) for uploads - Documents (PDF, DOC, DOCX, XLS, XLSX) - Maximum file size: 25MB per file ### API - RESTful API available for Enterprise customers - Webhook support for real-time notifications - OAuth 2.0 authentication --- ## SECTION 7: RESOURCES ### Links - Website: https://taxformify.com - Blog: https://taxformify.com/blog - Features: https://taxformify.com/features - Pricing: https://taxformify.com/pricing - Compare Competitors: https://taxformify.com/comparison - About: https://taxformify.com/about - Contact: https://taxformify.com/contact - Privacy Policy: https://taxformify.com/privacy-policy - Terms of Service: https://taxformify.com/terms-of-service - Sitemap: https://taxformify.com/sitemap.xml ### Social Media - Twitter/X: https://x.com/taxformify - LinkedIn: https://www.linkedin.com/company/taxformify/ ### Contact - Support Email: support@taxformify.com - Phone: +1-780-809-6700 - Region: North America --- *Last Updated: February 2026* *TaxFormify is a tradename of Pinvity Inc.*