It's that time of year again...
Tax season shouldn't feel like a game of telephone
You know the drill. Emails flying back and forth. Documents getting lost in threads. Clients asking “did you get my W-2?” for the third time. Tax pros drowning in admin work instead of doing what they're actually good at.
There had to be a better way. So we built it.
Meet SendTax
One place where tax professionals and filers connect, share documents, and communicate. No more email chains. No more confusion about what's been submitted.
Just a simple, secure platform that makes tax season feel... actually manageable.
How it works
Invite your clients
Invite your clients
Send a simple link. They create a login (about a minute).
Let SendTax do the asking
Let SendTax do the asking
SendTax suggests what each uploaded document is and matches it to what the return needs; your client can correct it, and a person’s answer always wins. The list of what is still missing builds itself.
Focus on the work that matters
Focus on the work that matters
Everything lands in one organized place. No more hunting through emails.
Get an invite
Get an invite
Your tax pro sends you a link. Click it, make an account.
See what is still needed
See what is still needed
Upload what you have. SendTax suggests what each document is, and you can fix it if it’s wrong. Your list shows what is still missing.
Upload and relax
Upload and relax
Take photos or upload files. Track progress. Send everything automatically.
Security you can read, search, and verify
Tax data is sensitive. We treat it that way — with documented controls, encryption that's never optional, and access enforced by the database itself.
Bank-level encryption, always
Every document you upload is encrypted with bank-level security, both while it's traveling to us and while it sits in storage. Think of it like sending your tax documents in a locked safe instead of an email. We keep those keys locked up separately, in secure vaults — so even if someone got hold of your files, they'd be unreadable without them.
Built for the rules tax pros work under
Our written information security program implements the safeguards in IRS Pub. 4557 and the FTC Safeguards Rule. California residents can use their CCPA / CPRA rights — access, correct, delete, limit use — where those laws apply.
Only the people you trust
You decide who sees your documents: your tax pro sees them only after you accept their invite. Our policy is that SendTax staff open a document only for support you ask for, or to fix a processing error, and we log each time we do.
Full technical documentation, sub-processor list, compliance roadmap, and incident-response policy all live in the trust center.
Visit the trust centerWe haven't had a SOC 2 audit, and we say so. The trust center shows where each framework stands today.
Where we are on compliance
Ready to try a better way?
Sign-ups aren't open yet. We're taking a small number of pilot firms for tax season 2027: enrolled agents and practices of one to five preparers.
See the 2027 pilot