Every file.
Right where you need it.
Organize client documents, share securely, and track signatures — all from one connected tax office.
Connected to Client Portal and TAAX Pro ESign.TAAX / Document Manager
Sarah Johnson
Clients / Sarah Johnson / 2026W-2_2026.pdf
PDF · Uploaded by client · Received1099-NEC.pdf
PDF · Ready for your reviewEngagement_letter.pdf
PDF · Signature completedLess searching.
More getting it done.
Bring files into a clear folder structure. Move, copy, rename, reduce, or merge documents without breaking your workflow.
Your office. Organized.
Sarah Johnson / 2026
Automatically organized by tax year01 Income documents
W-2s, 1099s, and supporting files02 Completed returns
The final documents your client needs03 Signed agreements
Keep signature records close at hand
Organized by year
Keep each client’s documents in the right tax year.
Find files faster
Search and filter documents, signatures, and attachments.
Share with confidence
Connect office teams and clients with controlled access.
Know the next step
Follow document activity and signature progress.
TAAX Ai
Let TAAX Ai
handle the filing.
Turn a batch of uploads into an organized client folder. TAAX Ai sorts documents by client, tax year, and type.
- Matched to the right client
- Filed under the right tax year
- Grouped by document type
“Organize Sarah’s 2026 documents.”
12 uploaded files12 documents organized
Sarah Johnson / 2026Income
6 files · W-2s, 1099sExpenses
4 files · ReceiptsSigned documents
2 files · AgreementsSee the workflow in action.
A short introduction to organizing, sharing, and tracking documents with TAAX.
The right files.
The right people.
Clients, your team, and signatures — connected in the same document workflow.
Share without the back-and-forth.
Let clients upload and receive files through Client Portal. Give your access to the documents they need.
2026 Tax Documents
Sarah Johnson · Client folderSarah Johnson
Client · Upload and review filesTax office team
Internal access · Managed by your officeKeep signatures moving.
Send documents directly to TAAX Pro ESign and see when they’ve been viewed or completed.
Engagement_letter.pdf
Sent to Sarah Johnson01 Sent for signature
Your client is notified to review the document.02 Signature completed
Track progress from the document’s record.Know what happened.
Keep work moving.
Audit trails and version history give your office a clearer view of file activity, changes, and the latest document.
Document activity
W-2_2026.pdf · Sarah JohnsonClient uploaded a document
Today, 8:12 AM · Client PortalYour office reviewed the file
Today, 9:35 AM · Office activityUpdated document saved
Today, 10:04 AM · Version historyA little more clarity.
The essentials for a more organized document workflow.
Get your files — and your time — back in order.
Bring organization, sharing, and signatures into one connected workflow with TAAX Pro.