Stop Chasing Documents. Start Filing Taxes.
Tax Buddy handles the time-consuming client communication and document collection, so you can focus on what you do best - preparing taxes in TurboTax, Drake, or your preferred software.
Tax Buddy handles the time-consuming client communication and document collection, so you can focus on what you do best - preparing taxes in TurboTax, Drake, or your preferred software.
We handle the back-and-forth so you can spend more time in TurboTax, Drake, or your preferred tax software. Save 5+ hours per client on document collection, client communication, and payment processing.
Create custom document requests with secure upload links
⏱ 2 min
Clients securely upload documents without creating accounts
✓ Automated
Use TurboTax, Drake, or your preferred software
Your expertise
Send draft returns for client review
⏱ 1 min
Clients review and approve returns online
✓ Automated
Generate invoices and collect payments
✓ Automated
Automated reminders and status tracking eliminate the chase
Encrypted portals keep sensitive data safe
Automatic invoicing with integrated payments
Online approval process with notifications
Spend your time where it counts - in your tax software, not your inbox
From client onboarding to final filing, Tax Buddy provides all the tools you need in one integrated platform.
Create custom document requests with unique upload links. Clients verify identity without creating accounts.
Communicate securely with clients through our encrypted messaging system with file attachments.
Share draft returns for approval, track filing status, and manage IRS acknowledgments.
Generate invoices, process payments through Stripe, and send automated reminders.
Comprehensive profiles with SSN, bank info, dependents, and business entities.
Perfect for growing firms with multiple locations or preparers under one organization.
Tax Buddy isn't another tax prep software. It's the missing piece that handles everything else - so you can focus on what you do best in TurboTax, Drake, ProSeries, or any tax software you prefer.
We handle document collection, client communication, and payments - you handle the tax returns.
Integrated payment processing and automated reminders improve cash flow.
Stop using insecure email for sensitive documents. Everything is encrypted.
Professional portal, easy document uploads, and clear communication.
We take security seriously. Your clients' sensitive information is protected with bank-level encryption and security practices.
All data encrypted at rest and in transit using military-grade encryption.
Annual third-party audits ensure we meet the highest security standards.
Redundant infrastructure ensures your practice never stops.
Daily Backups
24/7 Monitoring
GDPR Compliant
PCI DSS Level 1
Choose the plan that fits your practice. No hidden fees, no surprises.
Perfect for solo practitioners
For growing tax practices
For large firms
Join hundreds of tax professionals who are saving time and delighting clients with Tax Buddy.