Webtax
Built for independent tax practices

Your clients deserve
better than email.

Webtax gives your practice a professional client portal — document collection, payment requests, and completed return delivery. All under your brand.

Trusted by independent tax practices
CPA Certified
SOC 2 Compliant
Bank-level encryption
GDPR ready
99.9% uptime SLA

Everything your practice needs

One platform that handles the full client lifecycle — from first document to final payment.

Client Document Portal

Clients upload tax documents directly — no more chasing email attachments. Organised, searchable, always where you need them.

Payment Collection

Send payment requests in seconds. Clients pay online — you get paid faster without uncomfortable conversations.

Branded Portal

Your logo, your colours, your domain. Clients see your brand — not generic software.

Coming soon

AI Questionnaire

A conversational interview that guides clients through their tax info — intelligently, section by section.

Ready to modernise your practice?

Join practices that have moved beyond email and PDF chaos. Set up takes minutes, not months.