Law FirmsModernizing tax prep
for law firms
Add tax as a service. Avoid the pain of building a tax practice.
Add tax planning to the mix
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Our experience at a glance
Once signed in, clients arrive at the portal homepage, their central hub to manage all tax tasks in one place.
After a quick questionnaire, they'll be guided to upload the documents we need according to their tax situation.
When the Pro finishes the draft, clients receive it in the platform to review, request changes, or approve
Once signed in, clients arrive at the portal homepage, their central hub to manage all tax tasks in one place.
After a quick questionnaire, they'll be guided to upload the documents we need according to their tax situation.
When the Pro finishes the draft, clients receive it in the platform to review, request changes, or approve
Grow your practice,
provide end-to-end legal solutions,
remain protected
We offer two models
based on your structure
Direct to Consumer
For firms without an internal tax team
Taxfyle manages the client tax experience through its own platform and support.
Our CPAs handle onboarding, tax preparation, review, and e-filing from start to finish.
Your firm monitors performance but doesn't need to manage or file tax returns.
B2B Staffing
For law firms with accountants or tax infrastructure
Your firm leads the client relationship and owns all communication.
Taxfyle supplies licensed preparers and reviewers who work under your team's direction.
Your firm signs and files every tax return, maintaining full responsibility and compliance ownership.
Available return types
1040s simple to complex
Business returns 1120, 1065, 1120S
Trust and estate returns
Amendments, prior years
Consultations on-demand
Available return types
1040s
simple to complex
Business returns
1120, 1065, 1120S
Trust and estate
returns
Amendments,
prior years
Consultations
on-demand
Questions & answers
Security and data protection
Taxfyle's Premier Client Services uses encryption, SOC 2-compliant controls, two-factor authentication, and anomaly detection to ensure top-tier data security and compliance.
