One platform.
No compromises.
Everything your practice needs to run a modern, professional client workflow. No duct-tape integrations. No seven tools. One platform.
Stop chasing documents. Start receiving them.
Clients upload tax documents directly to their secure portal. W-2s, 1099s, receipts — all organised automatically. You get a notification the moment something arrives, not three emails and a phone call later.
- Drag-and-drop upload from any device
- Automatic folder organisation by year
- Secure download links for completed returns
- Version history and audit trail
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Get paid faster. Without the awkward conversation.
Send a payment request in seconds. Clients receive an email, click a link, pay with a card. You see the money. No invoicing software, no chasing, no 60-day waits. Payment is required before returns are released — automatically.
- One-click payment requests
- Automatic return locking until payment
- Full payment history per client
- Secure card processing via Authorize.net
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Your brand. Not ours.
Clients see your firm name, your logo, and your colours — on every page, every email, every notification. Webtax is invisible. Your professional identity is front and centre. Optional: your own custom domain.
- Upload your logo in seconds
- Auto-generated colour palette from your brand
- Custom domain support (Professional+)
- Branded email notifications
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Scale your team without losing control.
Add multiple accountants, assign clients, and track who's responsible for what. Leads and supporting members per client. A bulk team view so nothing falls through the cracks as your firm grows.
- Multi-accountant support (Professional+)
- Lead + supporting member assignments
- Per-client team panel
- Client list filtered by accountant
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A smarter way to gather client information.
Instead of a long static form that clients abandon, an AI-guided conversation adapts to each client's situation — asking only the questions that apply, surfacing last year's answers, and prompting document uploads exactly when needed.
- Conversational interface, not a form
- Pre-fills from prior year's responses
- Section gating based on client answers
- Document upload prompts mid-interview
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Convinced? See the pricing.
Start free and scale as your practice grows. No credit card required.