accountpro — A modern client portal for solo tax preparers

01 — Status

A status your clients can actually see.

One pipeline. Seven stages. Update once and your client knows. They stop calling. You stop apologizing for not having gotten back to them yet.

Customizable pipeline per firm — match your workflow
Estimated completion dates set automatically
Read-only for clients — they can see, they can't break

Started

Received

Prepared

In review

Filed

Maria can see exactly where her return is — and what's next. Without emailing you.

02 — Documents

Documents flow both ways, securely.

Request specific documents with a checklist. Your client uploads from their phone — drag and drop, or photograph the W-2 sitting on their kitchen counter. You deliver the finished return when ready.

AES-256 encryption at rest, TLS 1.2+ in transit
Mobile camera capture with auto-cropping
Every download logged for your audit trail

1099-DIV from Vanguard

Requested · awaiting upload

W-2 from Acme Corp

Uploaded Apr 3 · 1.2 MB

2024 Form 1040 — filed copy

Available to download · 4.2 MB

03 — Notifications

Notifications that don't feel automated.

Templated email and SMS that go out under your firm's name, in your firm's voice. Status changes, document requests, gentle reminders — all on autopilot, none of it feeling like spam.

Branded email with your logo and colors
Quiet hours respected — no 11 PM texts
Per-event preferences — clients control what they hear about

Riverside Tax Group · 10 minutes ago

Your 2025 return is ready for review

Hi Maria — I've finished preparing your return. Take a look when you have a moment, and let me know if anything looks off. Sarah

Riverside Tax Group · Yesterday

Quick reminder: 1099-DIV from Vanguard

Just a gentle nudge — when you have a chance, can you upload the 1099-DIV? No rush, but I'll need it to wrap up your return.

Security

Built for the regulations you have to follow.

You're a financial institution under the Gramm-Leach-Bliley Act. Your software needs to act like one. accountpro is built from the ground up to support your compliance — not get in the way of it.

FTC Safeguards Rule aligned

Architectural support for all nine required elements — from MFA to vendor oversight to incident response.

AES-256 encryption

Documents encrypted at rest in AWS S3 with KMS-managed keys. TLS 1.2+ on every connection.

Audit log on everything

Every document view, upload, and download logged — append-only, exportable, retained 7 years.

MFA enforced

Time-based one-time passwords mandatory for preparers. Optional but encouraged for end clients.

US data residency

Hosted entirely in AWS us-east-1. Your client data never leaves the country, full stop.

SOC 2 Type II

Type I audit underway, Type II planned for Q1 2027. Full report available under NDA when ready.

Pricing

One plan. One price. No per-client fees.

Built for solo preparers who are tired of TaxDome's $66/month per-seat math.

$24 per month, billed annually

Save $58/year — equivalent to two free months

Up to 50 active clients
Unlimited document storage
Branded client portal with your logo
Email notifications included
Audit log + data export
Email support, replies same business day

Start 30-day free trial

No credit card required · Cancel anytime · US-based support

Questions

The things everyone asks.

How is this different from TaxDome?

TaxDome is a comprehensive practice management platform — CRM, workflow automation, billing, e-signatures, IRS integrations, and a client portal, sold to firms of all sizes. accountpro does one thing: a beautiful client portal for solo preparers, at one tenth the cost. If you're a 20-person firm needing every feature under one roof, use TaxDome. If you're a solo preparer who just wants your clients to stop calling, use us.

What about Drake, Lacerte, ProConnect, or UltraTax?

accountpro doesn't replace your tax prep software — it sits alongside it. You prepare returns wherever you do today. accountpro handles the client-facing layer: the status portal, document exchange, and notifications. Direct integrations with the major tax software are on our 2027 roadmap.

Is my client data actually safe?

Documents are encrypted at rest with AES-256 in AWS S3 using KMS-managed keys, and in transit with TLS 1.2 or higher. Multi-factor authentication is mandatory for preparers. Every document view and download is logged. Hosting is US-only. SOC 2 Type II audit is in progress. You can read our full security overview and download our vendor security questionnaire from the security page.

Do you support firms with multiple staff?

Not yet — accountpro is intentionally designed for solo preparers in v1. Multi-user firms with team permissions are on our roadmap for Q2 2027. If that's you, we'd love to talk while we're designing it.

What happens to my data if I cancel?

You can export everything — clients, engagements, documents, audit logs — as a single archive at any time, even after cancellation. Your data remains accessible in read-only mode for 90 days post-cancellation, then is securely deleted. We do not sell, share, or use your data for any purpose other than running your account.

Can I customize the portal with my branding?

Yes. Upload your firm logo and pick your accent color, and the client portal, login screen, and email notifications all reflect your brand. Custom subdomains (yourfirm.accountpro.io) are coming in Phase 2.

What does the 30-day trial include?

Everything. No feature gates, no client limits during the trial, no credit card required. We want you to try it through a real week of work and decide. If you don't subscribe at day 30, your account moves to read-only and we'll email you about exporting your data.

Who built this?

accountpro is built by a small team that worked closely with practicing tax preparers from day one. We're based in the United States. You can reach us anytime at hello@accountpro.io — replies usually within a few hours during business days.