You became an
accountant.
Not anemail chaser.
Your clients get one link. They upload documents from any device — no login, no app. Automated reminders do the follow-up. You get notified when it's done.
Free up to 5 clients · No credit card required
Dashboard
Chen Accounting
Sound familiar?
The work isn't hard. Getting clients to send
the right documents is.
Your inbox is the filing cabinet.
"I spent 20 minutes finding a single T4 last week."
Client data sits in email attachments.
"PIPEDA compliance is something I think about and then ignore."
You find out too late.
"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.
Team collaboration
Assign clients to team members, share status visibility, manage roles. Everyone sees the same picture.
Compliance audit log
Every upload, download, and access event is logged and tamper-evident. One click to export for PIPEDA 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. No DocuSign account, no extra fees.
Start free. Upgrade when you're ready.
No credit card · 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
We'll scope pricing to your firm's needs
- 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
Try idutax free with up to 5 clients — no credit card, no time limit. Paid plans are billed immediately on upgrade.
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
Clients need no account
They open one link on any phone and upload. No password, no app.
You see it the moment it lands
Each request shows what is received and what is still missing, with a reminder you can send in one click.
Start free, keep it free for 5 clients
No credit card. Upgrade only when you have more than five clients.
idutax is a small, independent product built to do one job well: collecting documents from clients. If something is missing for your firm, tell us. Write to info@idutax.com or use the contact page.
Common questions
Your next client upload
is 10 minutes away.
Add a client, send the link, and stop chasing documents by email. Free for up to 5 clients, no credit card.