For our clients only

One login. Every entity. Nothing mixed together.

Share tax documents, complete organizers, and keep personal and business records in separate vaults — organized by year, encrypted at rest, and visible only to people who should see them.

Isolated entities

Your individual return never sits next to the S-corp files.

Organized by year

Each engagement has its own documents and questionnaire.

Encrypted storage

Uploads are sealed with AES-256-GCM before they touch disk.