TaxFormify tax admin for accountants

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TaxFormify is client intake and document collection software for small and solo tax, bookkeeping and accounting firms in Canada and the US. It replaces the email, spreadsheet and shared-drive patchwork firms use to chase clients every season. Firms send a smart questionnaire that adapts to each client's answers. Clients fill it in, upload documents and e-sign from a simple link, with no account or login. When they submit, they get an email checklist of the supporting documents their answers call for, so fewer follow-ups are needed. Everything a small practice needs lives in one place: questionnaires, document requests, e-signatures, client messaging and automated reminders for clients with an account. There's nothing to connect or maintain. Built-in AI handles expense categorization, and your team approves every result. Plans start at $79 USD / $109 CAD a month, month to month, with no setup fee. Team seats are included and never billed per head. Try it free for 14 days.