Document collection.
Make itfast.
idutax gives your clients a secure, branded portal to upload their documents. Automated reminders handle the follow-up. You stay focused on the work that matters.
30-day free trial · No credit card required
Dashboard
Trusted by accounting professionals
Tax season shouldn't mean email season
The way most firms collect client documents is slow, opaque, and never as secure as it should be.
Your inbox becomes a filing cabinet
You manage 80 clients across email threads. Documents arrive with subject lines like "docs" — wrong format, wrong version, from the wrong address. Every tax season is a search operation.
"I spent 20 minutes finding a single T4 last week."
Client data lives in insecure places
SIN numbers and financial statements sit in email attachments with no access controls, no audit trail, and no way to prove what you received — or when. One data breach and your reputation is gone.
"PIPEDA compliance is something I think about and then ignore."
You have no visibility until it's too late
You can't see at a glance which clients are on track for the April 30 deadline and which need a follow-up call. Every status check means digging through threads and sending another email.
"I found out a client was missing documents two days before the deadline."
Everything you need.
Nothing you don't.
Built for accountants who want to collect documents — not manage software.
Document request system
Build a checklist of required items — T4, T5, RRSP, whatever the file needs. Send clients a single secure link. Track status in real time.
Branded client portal
Your logo. Your color. Your domain. Clients see a clean, professional page — not generic software. No account creation required, mobile optimized.
Automated reminders
Reminders go out 3 days before, 1 day before, and when overdue. You set it once and stop thinking about it.
Tax form templates
Pre-built checklists for T1, T2, HST/GST (CA), 1040, 1120 (US), SA100, CT600, VAT (UK), ITR, BAS (AU), and more. Filter by country, customize for each client.
Team collaboration
Assign clients to team members, share status visibility, manage roles. Everyone sees the same picture — no more "did you hear back from them?"
Compliance audit log
Every upload, download, and access event is logged and tamper-evident. One click to export for PIPEDA compliance or IRS Pub. 4557 review.
Built-in e-signature
Send engagement letters, CRA T1013 authorizations, and consent forms for electronic signature — directly from the client portal. Clients click, read, and sign in seconds. No DocuSign account, no extra fees.
Start free. Upgrade when you're ready.
No credit card required. Flat fee — not per user. Cancel anytime.
No credit card · no time limit
- Up to 5 clients
- Unlimited document requests
- Secure client portal
- Document templates library
- Automated reminders
- 1 GB storage
- Email support
Billed monthly · cancel anytime
- Up to 50 clients
- Unlimited document requests
- Secure client portal
- Automated email reminders
- Document templates library
- 10 GB encrypted storage
- Audit log
- Email support
Billed monthly · cancel anytime
- Up to 250 clients
- 5 team members
- Everything in Starter
- Custom branding (logo + color)
- Bulk document requests
- Custom templates
- CSV client import
- 50 GB encrypted storage
- Priority email support
Billed monthly · cancel anytime
- Unlimited clients
- Unlimited team members
- Everything in Pro
- Role-based access control
- Client assignment & routing
- Workflow automation
- Activity dashboard
- 200 GB encrypted storage
- Priority support + onboarding call
Paid plans include a 30-day free trial.
Enterprise
Need more than Team?
SAML SSO, custom data region, SLA guarantee, dedicated account manager, SOC 2 report, custom contract. Built for compliance-heavy firms.
Built for document collection.
Priced for real practices.
If your primary challenge is collecting documents — not overhauling your entire workflow — idutax is the faster, cheaper, simpler choice.
Free plan
Up to 5 clients at no cost
Pricing model
Flat fee vs per-user billing
5-user monthly cost
Approximate, billed monthly
No client account required
Clients upload via link — no app, no signup
Automated reminders
Scheduled follow-ups without manual work
Start instantly — no demo
Public pricing, sign up and start today
E-signature included
T1013, engagement letters, consent — no DocuSign needed
Setup time
Competitor pricing based on publicly available information as of 2025. May vary. TaxDome e-signature available on paid plans with per-signature fees. Karbon requires third-party integrations.
Up to 5 clients free forever
Your clients' data is
their most sensitive asset.
We built idutax with the assumption that a breach would end your practice. Every architectural decision reflects that.
Built on
What accountants say
I used to spend an hour every Monday chasing clients for missing documents. Now I send the link once, reminders handle the rest. My Mondays are mine again.
Our clients were attaching PDFs to emails with subject lines like "docs" — no context, no organization. idutax fixed that overnight. Setup took 20 minutes.
Switching from TaxDome saved us $400/month and the client portal is actually better. My least tech-savvy clients figured it out without any help from me.
Common questions
Set up today.
Save hours this tax season.
Join 245+ accounting firms that stopped chasing clients over email.