idutax - Stop chasing clients for tax documents over email or wp
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Replace email chaos with a branded client portal. Accountants collect tax documents, send e-signatures, and automate reminders — free up to 5 clients.
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Hey PH! 👋
I built idutax after watching accountants spend hours every tax season chasing clients for missing documents over email.
The problem: clients send files with no labels, wrong format, or forget half the list. The accountant follows up 3-4 times per client. Multiply that by 80 clients.
idutax fixes this with a simple client portal — no account creation required. Clients get a link, see exactly what's needed, and upload against each item. Automated reminders handle the follow-up.
Built-in e-signature, compliance audit log, and pre-built templates for CA 🇨🇦, US 🇺🇸, UK 🇬🇧, and AU 🇦🇺 tax workflows.
Free plan covers 5 clients — would love your feedback!
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@isa_dursun Just gave this an upvote. Anyone who has worked closely with accountants knows how much time gets lost chasing documents and follow ups every tax season. The no account setup is a smart touch because clients usually want the simplest path possible. Nicely built.
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@isa_dursun Just gave this an upvote. Anyone who has worked closely with accountants knows how much time gets lost chasing documents and follow ups every tax season. The no account setup is a smart touch because clients usually want the simplest path possible. Nicely built.