CPA-DESIGNED TAX MARKETPLACE + WORKFLOW
MYTAXAPP PRO combines guided client onboarding, organized document collection, streamlined communication, and a Tax Professional marketplace in one CPA-designed platform.
Credit card verification required. No subscription charge until your 30-day trial ends. Cancel anytime.
BUILT FOR YOUR TAX PRACTICE
Built by a CPA. Designed for Tax Professionals.
Created from more than 30 years of real-world CPA experience, MYTAXAPP helps Tax Professionals simplify client information gathering, reduce administrative work, and provide a more organized tax preparation experience.
Guided Tax Organizer
Help clients provide tax information through a structured, guided organizer for higher accuracy and completion rates.
Document Collection
Keep client tax documents and supporting information organized in one workflow for greater efficiency and better records.
Client Communication
Reduce back-and-forth when gathering client information and documents for increased production accuracy and efficiency.
Tax Pro Marketplace
Create new opportunities to connect with taxpayers seeking professional tax services to grow your firm.
Organize client info, collect documents, and keep tax season moving.
PRACTICE EVOLUTION
Less Administrative Work.
More Time for Your Clients.
MYTAXAPP brings guided client information gathering and organized document collection into one connected workflow, helping Tax Professionals reduce administrative back-and-forth and provide a clearer client experience.
Less Back-and-Forth
Give clients a smart, guided process for submitting tax information and supporting documents, helping reduce repetitive requests and time spent explaining what to provide.
More Organized Information
Keep client responses and documents connected to their tax workflow, helping your team spend less time searching across emails, attachments, and separate records.
More Time for Client Service
Reduce routine intake administration so your team can focus on preparing returns, communicating with clients, and serving more clients without the same increase in administrative workload.
HOW IT WORKS
How MYTAXAPP PRO Works
Get started in three steps.
01
Create Your Account
Register for your 30-day trial and complete your Tax Professional profile and credential verification.
02
Invite Clients
Send clients a secure invitation to complete the guided tax organizer and upload supporting documents.
03
Manage Your Workflow
Track client progress and keep information organized. Explore marketplace opportunities to connect with prospective clients.
Credit card verification required. No subscription charge until your 30-day trial ends. Cancel anytime.
Created by a CPA Who
Understands Tax Season.
MYTAXAPP was founded by Ara Haddadian, CPA, drawing on more than 30 years of professional practice experience. It was created to address familiar challenges: incomplete client information, scattered documents, and repeated follow-ups.
That practical perspective shapes a platform designed to help Tax Professionals organize client intake and connect with taxpayers seeking professional assistance.
Frequently Asked Questions
What does MYTAXAPP PRO help my firm manage?
MYTAXAPP PRO brings client onboarding, guided tax organizers, document collection, communication, and workflow management into one platform for tax professionals.
Does MYTAXAPP PRO replace my tax preparation software?
No. MYTAXAPP PRO complements your existing tax preparation software by helping organize client information and documents before tax preparation.
Can clients upload their documents directly?
Yes. Clients can upload supporting documents through the MYTAXAPP portal, helping your firm reduce email attachments and manual document handling.
START YOUR 30-DAY FREE TRIAL
A Smarter Tax Practice Starts Here.
Discover how MYTAXAPP PRO can help you organize client onboarding, streamline document collection, and support the growth of your tax practice.
Credit card verification required. No subscription charge until your 30-day trial ends. Cancel anytime.
CPA-designed tax marketplace and workflow platform.
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