Smart onboarding for Tax clients. Better client intake for Tax pros.
Hassle-free tax filing with vetted pros, smart
onboarding & real-time updates.
More clients, automated tasks, secure
document workflows.
MYTAXAPP connects tax clients and tax professionals.
A Smarter, More Transparent Way to Get Your Taxes Done.
MYTAXAPP is a technology platform designed to simplify how tax clients and tax professionals connect and work together. Instead of emails, spreadsheets, and paperwork, MYTAXAPP provides a structured onboarding experience, secure document collection, and a streamlined way for clients to find and engage qualified tax professionals. Clients gain clarity and organization throughout the tax process. Tax professionals gain efficient intake, better-prepared clients, and modern workflows. MYTAXAPP does not provide tax advice or set pricing. It provides the infrastructure that allows both sides to work more efficiently, transparently, and securely.
Run a more efficient tax practice with digital intake, secure client onboarding, and streamlined workflows in one platform
Create your account and answer a few questions about how you earn income.
Submit a tax quote request that is shared with a limited number of matched tax pros
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.
At MyTaxApp, we’ve built a digital platform that connects taxpayers with qualified experts by
providing tools to make tax preparation easier for everyone.
Guided step-by-step onboarding for individuals, freelancers, rental property owners and businesses.Smart Matching Based on Client NeedsStructured data collection to support accurate Time saving tools increases completeness 
Qualified Client Opportunities Streamlined Client Onboarding Secure Document Management Greater Operational Efficiency Year-over-Year Client Continuity The MYTAXAPP Marketplace Ecosystem
Clients complete a guided, smart tax organizer that replaces messy paperwork. Your data is encrypted and saved for year-over-year access.
Your profile is matched with a limited pool of qualified tax pros. Pros review your needs and submit transparent price quotes.
Choose your pro, sign engagement letters, and upload sensitive docs (W-2s, 1099s) directly to your secure, bank-grade vault.
This was the easiest tax experience I have had. Uploading documents, completing the organizer, and communicating with my tax pro was fast and straight forward.
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.
This was the easiest tax experience I have had. Uploading documents, completing the organizer, and communicating with my tax pro was fast and straight forward.
Bank-Level Security & Professional Integrity
All data is protected by 256-bit AES encryption.
Documents are stored in SOC-2 compliant data centers.
MYTAXAPP is a technology platform connecting users with independent tax professionals. We do not provide tax advice or influence the fees set by practitioners.