Everything you need to run a modern practice
Secure document collection, automated reminders, and a branded client portal — built specifically for accountants.
Everything you need.
Nothing you don't.
Built for accountants who want to collect documents — not manage software.
Document request system
Build a checklist of required items — T4, T5, RRSP, whatever the file needs. Send clients a single secure link. Track status in real time.
Branded client portal
Your logo. Your color. Your domain. Clients see a clean, professional page — not generic software. No account creation required, mobile optimized.
Automated reminders
Reminders go out 3 days before, 1 day before, and when overdue. You set it once and stop thinking about it.
Tax form templates
Pre-built checklists for T1, T2, HST/GST (CA), 1040, 1120 (US), SA100, CT600, VAT (UK), ITR, BAS (AU), and more.
Team collaboration
Assign clients to team members, share status visibility, manage roles. Everyone sees the same picture.
Compliance audit log
Every upload, download, and access event is logged and tamper-evident. One click to export for PIPEDA or IRS Pub. 4557 review.
Built-in e-signature
Send engagement letters, CRA T1013 authorizations, and consent forms for electronic signature — directly from the client portal. No DocuSign account, no extra fees.
Built for every firm size
Whether you work alone or lead a team of 50, idutax scales without requiring you to rebuild your workflow.
Solo Practitioner
Manage up to 150 clients on your own. Set it up in 20 minutes, stop chasing documents the same day.
Small Firm
Share client access across 2–10 team members. Role-based controls, client assignment, shared visibility.
Growing Firm
Standardized workflows, full audit logs, and complete visibility across all staff and all clients.
Enterprise
SOC 2, SAML SSO, custom data region, SLA, and a dedicated account manager. Built for compliance.