Rock-solid intake for
modern tax firms

Launch fast, triage confidently, and offload intake complexity with the document collection platform designed for tax professionals.

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vault.taxlint.com
Welcome back, Sarah
Anderson & Cole CPAs
247
Documents
+12%
18
Pending Review
—
3
QA Flags
-40%
94%
Completion
+8%
Recent Documents View all
PDF W2-2025-Johnson.pdf 2.4 MB Approved
XLS 1099-INT-Morgan.xlsx 842 KB Pending
PDF Schedule-C-Park.pdf 1.1 MB Review
JPG Receipts-Q4-Lee.jpg 5.8 MB Approved

200+ tax firms, thousands of engagements processed

SOC 2 Type II Compliant

Enterprise-grade security for your most sensitive client data. Audited annually.

SOC 2PCI DSSISO 27001

99.9% Uptime

No scheduled downtime

Bank-grade Encryption

AES-256 at rest,
TLS 1.3 in transit

Backed by firms that value precision

Anderson & Cole Meridian Tax Group Hartwell Advisory Summit Financial

Fast, secure, and foolproof?
Not an issue.

Reliable intake at scale

Direct client portals and record platform availability keep your engagements running smoothly and enable seamless document tracking.

  • Multi-engagement support
  • Smart document categorization
  • Real-time progress tracking
Learn more
▣ Document Vault Available
▣ QA Engine Available
▣ Email Service Available
Documents This Season
2,847 +23%
JanFebMarNow
Document Vault Smart Checklists QA Flags Email Automation

Intake is complex.
Your workflow doesn't need to be.

Launch with ease, triage with confidence, and delight clients with a seamless upload experience.

Our platform handles the full lifecycle — from client invitation through document collection, QA validation, and engagement triage. It really is that simple.

Secure document vault

Modular capabilities tailored
to your firm's needs

Secure Document Vault

Encrypted, per-engagement storage. Clients upload through a branded portal. SOC 2 compliant, with automatic categorization and version tracking.

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Smart Checklists & QA

Catch issues before review. Dynamic checklists adapt to each engagement type. QA flags surface mismatched SSNs, missing schedules, and stale data automatically.

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Email Automation

Branded reminders, upload confirmations, and status updates on your schedule.

Client Impersonation

View exactly what your clients see. Debug issues and provide support in real time.

Audit Trail

Complete compliance logging for every action, upload, and status change.

Discover what our clients have to say

From solo practitioners to regional firms, ambitious teams choose TaxLint to transform their intake season.

Anderson & Cole CPAs
“TaxLint cut our document chase time by 70%. Clients love the portal, and our team can actually focus on advisory work instead of chasing missing W-2s.”
SC
Sarah Chen
Managing Partner
Meridian Tax Group
“The QA flags alone paid for themselves in the first month. We caught 23 mismatched SSNs before filing that would have been costly corrections.”
MR
Michael Rivera
Director of Operations
Hartwell Advisory
“We went from spreadsheets and email attachments to a fully automated intake pipeline. Our clients think we’re a much bigger firm now.”
JH
Jennifer Hartwell
Founder & CPA

Plans for every firm size

Start free, upgrade when you're ready. No credit card required.

Starter

$0/ month

Up to 3 team members

  • 50 engagements per season
  • Secure document vault
  • Basic checklists
  • Email notifications
  • Community support
Get Started Free
Most Popular

Professional

$79/ month

Up to 15 team members

  • Unlimited engagements
  • Smart QA flags & triage
  • Custom checklists
  • Email automation workflows
  • Client upload portal
  • Priority support
Start Free Trial

Enterprise

Custom

Unlimited team members

  • Everything in Professional
  • SSO / SAML authentication
  • Dedicated account manager
  • Custom integrations
  • Audit log & compliance
  • SLA & uptime guarantee
Contact Sales

Solid intake infrastructure
beneath your firm

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