Bank-Level Security

Secure Document Sharing for Tax Professionals

Safely exchange sensitive tax documents with your clients. Convert paper intake forms into mobile-friendly web forms that clients can complete before their appointment.

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Setup in 2 minutes

Everything You Need to Manage Client Documents

Streamline your tax preparation workflow with secure document collection and smart form generation.

Secure File Storage
Upload and store sensitive tax documents with enterprise-grade encryption and access controls.
Smart Form Builder
Upload your existing intake forms and automatically convert them into mobile-friendly web forms.
Client Portal
Give clients a secure space to upload documents and complete forms at their convenience.
Mobile Optimized
Forms work beautifully on any device - perfect for clients filling out on their iPad or phone.
Access Control
Control who can view and download each document with role-based permissions.
Shareable Links
Send secure form links to clients that expire after completion or a set time period.
E-Signing
Collect legally binding electronic signatures with photo ID capture and multi-party signing workflows.
Interactive Lobby
Set up kiosk tablets in your office for walk-in clients to complete intake forms and sign documents.
Document Collection
Share permanent public links or personal links for your email signature to collect documents year-round.

How It Works

Get started in minutes with our simple three-step process.

1

Upload Your Forms

Upload your existing PDF or Word intake forms and we'll automatically extract the fields.

2

Send to Clients

Generate a secure link and send it to your clients via email or text message.

3

Collect & Review

Review completed forms and uploaded documents in your secure dashboard.

Security You Can Trust

We take the security of your clients' sensitive financial information seriously. Our platform is built with security at its core.

  • End-to-End Encryption
    All files are encrypted in transit and at rest using AES-256.
  • Secure Authentication
    Multi-factor authentication and secure session management.
  • Access Logging
    Complete audit trail of who accessed what and when.
  • SOC 2 Compliant Infrastructure
    Hosted on enterprise-grade cloud infrastructure.
256-bit
AES Encryption

Ready to Streamline Your Practice?

Join thousands of tax professionals who trust Easy Client Docs to manage their client documents securely.

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