Getting started with idutax

Welcome to idutax

idutax helps accounting professionals collect documents from clients without the email chaos. This guide walks you through the first steps.

Step 1: Complete your firm profile

After signing up, you'll be taken through a short onboarding wizard:

1. Choose your region — Canada or United States. This determines which tax form templates appear by default.

2. Enter your firm name — This appears in client emails and your branded portal.

You can update both anytime under Settings → Firm.

Step 2: Add your first client

Go to Clients → Add client and enter:

• Client name
• Email address
• Client type (Individual or Business)

That's all you need to get started. You can add more details — phone, business name, notes — later.

Step 3: Create a document request

Go to Requests → New request or click the "Request" button next to a client.

1. Select the client

2. Choose a template (T1 Personal, T2 Corporate, Engagement Letter, etc.) or build a custom checklist

3. Optionally set a due date

4. Click "Create & get link"

Step 4: Share the portal link

After creating the request, you'll see a link like:

portal.idutax.com/c/[unique-token]

Copy this link and send it to your client by email, WhatsApp, or any channel you prefer. This is their permanent portal — all future requests will appear here too. They don't need to create an account.

Step 5: Track progress

The Dashboard shows you how many clients are active, how many requests are pending, and which are overdue. Click into any request to see exactly which items have been uploaded and which are still missing.