Accounting Practice Management

Practice management software
focused on the one thing that slows every firm down.

Most practice management platforms do billing, workflow, time tracking, and CRM. idutax does one thing: gets client documents in the door — with e-signature, reminders, and compliance tools built in.

Start free — no credit card See pricing

Free up to 5 clients · CA, US, UK, AU templates included

Client document collection

Send clients a branded link. They upload documents without creating an account. You get notified the moment everything arrives.

Built-in e-signature

Engagement letters, authorization forms, and consent documents — sent and signed through the same portal. No third-party subscription.

Tax-specific templates

Pre-built checklists for T1, T2, HST (Canada), 1040, 1120 (US), SA100, CT600 (UK), ITR, BAS (Australia). Ready on day one.

Automated reminders

Set a due date. The system follows up at 3 days, 1 day, and on the deadline. You stop tracking who has and hasn't responded.

Compliance audit log

Every upload, download, and access event is logged with a timestamp. Exportable for PIPEDA, IRS Pub. 4557, and GDPR requirements.

Flat-fee pricing

One monthly fee regardless of how many team members you add. Pro covers 5 staff and 250 clients. Team is unlimited.

Why most accounting firms have a document problem

The bottleneck in most accounting practices isn't the work itself — it's waiting. Waiting for the client to send the T4s. Waiting for the bank statement. Waiting for the signed engagement letter. The actual tax work takes hours; the waiting takes weeks.

Most practice management platforms address this as one feature among many — a client portal attached to a billing system, or a document tab inside a workflow tool. The result is a tool that does many things adequately but none of them particularly well.

What a focused tool does differently

idutax is built around the document collection workflow specifically. That means the client experience is optimized for one outcome: uploading files without friction. No account creation, no app download, no portal login. A link, a checklist, a submit button.

On the firm side, the setup is designed to take under 20 minutes. Pick a template — T1 personal, T2 corporate, 1040, SA100, BAS — customize the checklist if needed, and send. The first portal can go out the same day you sign up.

When a focused tool makes more sense than a full suite

Full practice management platforms make sense when a firm needs unified billing, time tracking, workflow automation, and client communication in a single system — and has the staff and budget to configure and maintain it.

A focused tool makes more sense when:

The firm already has billing, workflow, or CRM tools in place that work well
The primary pain point is specifically document collection and e-signature
The firm wants to start immediately without a lengthy implementation
Per-user pricing at the full suite level doesn't make sense for the firm's size

Pricing

idutax has a permanent free plan covering up to 5 clients with no time limit. The Pro plan ($59/mo) includes 5 team members and up to 250 active clients. The Team plan ($129/mo) is unlimited. All plans include e-signature, reminders, and compliance export.

No per-user fees. No add-on charges for e-signature. No demo call required to get started.

See how it works with your first 5 clients

Free plan · No credit card · Takes 20 minutes to set up

Get started free