Reduce the email chaos. Fewer zip files, fewer missing receipts, less quarterly prep. Invite your advisor once — they get secure, instant access to everything they need. Always up to date, always organized.
Sound familiar? You're not alone. Every business owner dreads this cycle.
Every quarter, the same painful ritual: scrambling to collect receipts, zipping folders, emailing attachments, answering follow-up questions about missing documents, and hoping nothing falls through the cracks. It wastes your time, your advisor's time, and creates real risk for your business.
Attachments get lost, versions get mixed up, and large files bounce. Your inbox was never built for document management.
"Can you send me the Amazon invoice from March?" Sound familiar? Hunting for one receipt can take 15+ minutes.
Hours spent collecting, organizing, and packaging documents before every quarterly or annual filing. A lot of overhead.
Who accessed what? When? You have no idea. Email gives you zero visibility into document access and handling.
1-time invite. Secure portal. Always up to date. No more prep work.
Simplify the back-and-forth with your tax advisor. Invite them once, and they have instant, secure access to all the documents they need. Every quarter, every year — no more preparation time, no more missing receipts, no more email chains. Your advisor always sees the latest documents as you upload them.
Enter your advisor's email, click invite. They receive a secure link and can access documents immediately. Set up once, never again.
Your advisor gets their own secure portal with a clean, organized view of all shared documents. No app installation needed.
No need to re-send files. As you upload new invoices and receipts, your advisor automatically sees them in real time.
Documents are auto-organized by year, month, and category. Your advisor navigates a clean folder structure, not a chaotic file dump.
Advisors can download individual documents or entire time periods for their filing workflow. Batch export supported.
Your advisor gets notified about new shared documents automatically. No manual follow-up or reminder emails needed.
You decide what your advisor sees, for how long, and under what conditions.
Sharing doesn't mean giving up control. You set the rules: what documents are shared, how long access lasts, whether a password is required, and how many times a link can be used. Every setting is configurable, and you can revoke access at any time with a single click.
Advisors can view and download but never modify, delete, or upload documents. Your data stays exactly as you left it.
Add an extra layer of security with password-protected sharing links. Only people with the password can access shared documents.
Set access duration: 30 days, 90 days, or custom. Access automatically expires — no cleanup needed, no forgotten open links.
Limit the number of times a sharing link can be used. After the limit is reached, the link deactivates automatically.
Changed your mind? Revoke access with one click. Your advisor's portal goes dark immediately. No waiting period.
Share everything, or only specific time periods and document types. You control exactly what your advisor sees.
Complete transparency. Every action recorded. Nothing hidden.
Every time your tax advisor accesses a document, it's logged. You see exactly what was accessed, when it happened, and from where. This isn't just nice to have — it's essential for compliance and gives you complete peace of mind when sharing sensitive financial data.
Every access is recorded with the advisor's IP address. Know exactly where your documents are being viewed from.
Precise date and time for every action. See when your advisor last checked your documents, down to the second.
View, download, search — every action type is recorded separately. Know not just when, but what your advisor did.
Access logs are retained for 6 months. Long enough for any audit or compliance requirement you might face.
Crystal clear boundaries. No surprises.
Navigate the organized folder structure by year, month, and document type.
Advisors have zero write access. They can't add, modify, or remove anything.
Download individual files or batch export entire periods for their tax filing workflow.
All extracted invoice data is read-only. Your AI-processed data stays exactly as you approved it.
See all extracted fields, amounts, VAT breakdowns, and current payment status.
Company settings, billing information, and team management are completely off-limits.
Full-text search within the shared scope. Find any document quickly without scrolling through folders.
Only you control who has access. Advisors can't share their access or invite additional people.
Are you a tax advisor? TaxItEasy makes your life easier too — and pays you for it.
If you're a tax advisor, TaxItEasy isn't just a tool your clients use — it's a tool that transforms how you work. No more chasing documents, no more quarterly file dumps, no more email attachments. Your clients' documents are always organized, always current, and always accessible.
Recommend TaxItEasy to your clients and earn up to 10% of their subscription revenue, for the duration of their subscription.
See all your clients who use TaxItEasy in one place. Switch between clients instantly without separate logins.
No more requesting documents, waiting for replies, or sorting through email attachments. Everything is already there.
GDPR compliant, encrypted, audit-trailed. Meet your professional obligations with confidence when handling client data.
We're building seamless tax advisor collaboration. Be the first to know when it's ready.