THE AI-ASSISTED TAX MARKETPLACE AND WORKFLOW PLATFORM


Tax clients connect with verified tax professionals and complete a guided tax organizer.
Tax professionals gain qualified client opportunities and streamline onboarding, documents, and communication.

Match
Organize
Collaborate
Secure document collectionVerified tax professionalsAI-guided, human-reviewed workflow
MYTAXAPP digital tax organizer interface showing taxpayer information and workflow tools

Why Choose MYTAXAPP

A Marketplace and Workflow Platform for Tax Engagements.

MYTAXAPP is a technology platform that helps tax clients and independent Tax Professionals connect and communicate through a structured digital workflow. Clients can request quotes, complete guided intake, upload documents, and organize engagement information in one place.
Tax Professionals can review eligible client requests and use workflow tools to manage intake, organizers, documents, communication, reminders, and engagement progress.
MYTAXAPP is a technology platform and does not provide tax preparation, tax advice, or professional judgment. MYTAXAPP does not set or influence professional fees. Tax services are provided independently by the Tax Professional selected by the client.

  • Easy, Guided Onboarding.
  • Document Sharing.
  • Connect With an Independent Tax Professional.
  • Access Your Information Year-Round.
  • Organizer, documents, and messages in one place.

How MYTAXAPP Works

Our simple process helps you complete your taxes quickly and accurately, from uploading documents to filing with confidence.

Organize workflow step
Step 1

Create your account and answer a few questions about how you earn income.

Match workflow step
Step 2

Submit a tax quote request that is shared with a limited number of matched tax pros

Collaborate workflow step
Step 3

Review responses, connect with your pro, and start your tax organizer.

No emails, no chasing documents, no confusion. Everything stays organized in one secure place year after year.

No obligation. Secure document uploads

What MYTAXAPP Offers

MYTAXAPP is a technology marketplace that connects taxpayers with independent
Tax Professionals and provides tools to support tax engagement workflows.

Guided step-by-step onboarding for individuals, freelancers, rental property owners and businesses.
Smart Matching Based on Client Needs
Structured data collection to support accurate
tax preparation
Time-saving tools increase completeness
and accuracy
Qualified Client Opportunities
Receive matched tax quote requests from clients actively seeking professional tax services.
Streamlined Client Onboarding
Replace manual intake with digital smart tax organizers.
Secure Document Management
Collect, store, and manage client documents securely in one centralized workspace.
Greater Operational Efficiency
Reduce administrative work related to emails, follow-ups, and document tracking.
Year-over-Year Client Continuity
Maintain organized client records and prior-year data to support ongoing relationships and repeat engagements

Request Quotes and Organize Your Documents in One Place

The MYTAXAPP Marketplace Ecosystem

Digital Intake

Complete a guided tax organizer and keep engagement information available for future use. Upload documents through the platform and track outstanding items in one place.

Request Quotes

Request quotes from independent Tax Professionals. Compare available options before deciding whether to engage a professional.

Document Collaboration

Choose an independent Tax Professional, complete the professional's engagement process, and upload requested documents through the platform's document workflow.

One Platform for Tax Clients and Independent Tax Professionals

Connect with independent Tax Professionals and manage the tax engagement through one guided digital experience.

No obligation to hire. Upload documents through the platform

Built for independent Tax Professionals and growing tax firms

What Our Clients Say About MYTAXAPP

This was the easiest tax experience I have had. Uploading documents, completing the organizer, and communicating with my tax pro was fast and straightforward.

Mathew D
Mathew D
TAX CLIENT

MYTAXAPP helped us save many hours of repetitive admin work. We were able to hire more tax preparers instead and increase our capacity to prepare more returns for higher margins and profit.

Richard L
Richard L, CA
TAX PRO

This was the easiest tax experience I have had. Uploading documents, completing the organizer, and communicating with my tax pro was fast and straightforward.

Linda J
Linda J
TAX CLIENT

Security and Professional Boundaries

How We Handle Your Information

Security

MYTAXAPP uses technical and administrative controls intended to
support secure handling of information shared through the platform.

Professional Boundaries

MYTAXAPP is a technology platform, not a tax advisory firm.
Independent Tax Professionals provide tax services directly.

Frequently Asked Questions

Everything you need to know about MYTAXAPP, requesting quotes, and working with independent Tax Professionals.

MYTAXAPP is a technology marketplace and workflow platform that helps tax clients request quotes from eligible independent Tax Professionals and manage organizers, documents, communication, and engagement progress in one place.
Independent Tax Professionals provide tax preparation, advice, professional judgment, and other agreed services directly to their clients. MYTAXAPP does not provide those professional services.
Tax clients provide information about the services they need and submit a quote request. Eligible independent Tax Professionals may review available requests and decide whether to respond. Quote availability is not guaranteed.
No. Tax clients review available professional information, quotes, scope, pricing, and engagement terms before deciding whether to select a Tax Professional.
No. A quote request does not create an obligation to hire. The client decides whether to accept a quote and enter into an engagement with a Tax Professional.
Tax clients can complete guided intake, organize requested information, upload documents, and track outstanding items through the platform's workflow tools.
The independent Tax Professional determines the offered scope, pricing, and engagement terms. MYTAXAPP does not set or influence professional fees.
No. MYTAXAPP is a technology platform. Tax preparation, tax advice, professional judgment, client acceptance, and engagement services are provided independently by the Tax Professional selected by the client.
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