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 an account in seconds.
Let SendTax do the asking
Let SendTax do the asking
Smart questionnaires figure out what documents each client needs.
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.
Answer a few questions
Answer a few questions
We'll tell you exactly what documents to upload. No guessing.
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 have full CCPA / CPRA rights — access, correct, delete, limit use.
Only the people you trust
You decide who sees your documents — your tax pro gets access only to what you share. We can't see or access any of your documents without your express permission. And when anyone does access your files, we keep a complete record of everyone who accessed it, when and why.
Full technical documentation, sub-processor list, compliance roadmap, and incident-response policy all live in the trust center.
Visit the trust centerWe're on a clear path to SOC 2 compliance — the industry standard that proves we take security seriously.
SOC 2 compliance roadmapImagine tax season without the chaos
Real results from our early users
“I used to spend the first hour of every workday just sorting through client emails. Now everything's in one place and I know exactly where I stand with every client.”
“I actually understood what I needed to submit this year. The checklist made it so clear. And being able to just snap a photo of my W-2? Game changer.”
Ready to try a better way?
We're launching soon. Get on the list and we'll be in touch.
Tax pro or filer, everyone's welcome. We'll sort out the details later.