A better way to work with your team and clients.

Simplestax is your team's next best ally for work collaboration.
We help you streamline your daily tasks and interactions with our cloud-based software.

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Communicate seamlessly

Say goodbye to endless emails and attachments—and hello to a more efficient way of communicating with your clients and colleagues. Eliminate barriers and delays.

Connect & share

No matter what software you use, onboarding teams and clients is simple and quick. You can upload, sign, share, and review documents in a flash and stay up-to-date with notifications.

Easy-to-use interface

Our platform also provides role-based access for bills and payments, so you can ensure that everyone has access to the information they need when they need it.

Maximize your ROI

Make your clients feel closer and more engaged without overwhelming your staff. Maximize your return on investment and get the most out of your resources.

Solutions

Simplestax is designed to help your business grow and scale.

In today's fast-paced business environment, collaborating and communicating with clients and colleagues in real-time is crucial. That's where simplestax, our cloud-based solution, comes in. Our platform enables you to work seamlessly and efficiently with your team and clients without any bottlenecks.

Manage and organize documents and folders.
You can easily upload, clone, edit, share, and send important documents for signature. Save time and enhance your business relationships.
Efficient collaboration
Whether you work remotely or have clients in another location, you can communicate seamlessly with colleagues and clients.
Performance and insights
Stay on top of your game year-round with quick access to team performance, revenue generation, time metrics, and historical data during tax season and beyond.
Features

Some of our best features

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Easy edits

Make document edits

Work remotely with the feeling of being in person.

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E-sign

Send for signing

Fast, easy and secure signature integration.

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Get paid

Create invoices

Get paid faster by creating and sharing invoices as soon as work is completed. All payment methods are integrated at no cost.

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Organized

Organized team

No matter how many clients and team members you manage, with Simplestax, you can have a quick, complete and granular view of your organization.

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Real-time updates

Everyone is in sync thanks to real-time collaboration

Don't overwhelm your staff. Empower them.

Don't miss out!

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Join our exclusive VIP list to unlock incredible savings of up to 50% on your first year of everything coming your way!
Take advantage of this opportunity to access our premium benefits and enjoy a world-class experience.

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