For Solo CPAs
You work alone.
Your clients shouldn't slow you down.
Solo practitioners manage 50–150 clients without a team to chase missing documents. idutax automates the follow-up so you can focus on the work.
Start free — 5 clients forever freeNo credit card · No demo required · Setup in 20 minutes
47 follow-up emails per client per season
Automated reminders — set it once
Files arrive as "scan0043.pdf" with no context
Structured checklist — every document labeled
No way to know who has submitted and who hasn't
Real-time dashboard — all clients at a glance
$240+/year on DocuSign for engagement letters
Built-in e-signature at no extra cost
Built for the way solo practitioners work
$39/month flat
Not per-client, not per-user. One simple price for up to 50 clients.
30-second setup per client
Add name, email. Their portal link is ready immediately.
Clients upload from their phone
No app, no account. They click a link and upload.
T1, T2, HST/GST templates pre-built
Start a request in seconds — no building checklists from scratch.
Engagement letters + CRA T1013
E-sign built in. No DocuSign subscription needed.