Tax Preparation Software with Client Portal (2026)

Why is client portal important for tax preparation software users?

A client portal in tax preparation software allows seamless document uploading, secure communication, e-signatures, and easy access to tax returns. It enhances efficiency and convenience for both clients and tax professionals. Of the 183 reviewers who rated client portal, 97% rated this feature as important or highly important.

Key features of tax preparation software based on insights from 476 verified reviews

• Tax Forms: Reviewers highlight easy access to all necessary forms, auto-filling based on data inputs, and integration with additional schedules. 98% of reviewers rated this feature as important or highly important.
• Tax Filing: Users appreciate the streamlined electronic filing process, built-in error checks, and timely confirmation of submissions. 98% of reviewers rated this feature as important or highly important.
• Client Management: Users value the ability to track client workflows, send organized questionnaires, and maintain centralized client information. 96% of reviewers rated this feature as important or highly important.
• Document Management: Reviewers highlight the ease of uploading, organizing, and securely accessing documents in one centralized location. 94% of reviewers rated this feature as important or highly important.
• Tax Calculation: Users appreciate accurate real-time tax calculations, automatic updates with new data, and overall efficiency in tax preparation. 85% of reviewers rated this feature as important or highly important.