idutax

idutax — Document Request and Collection Software for Accounting Firms

idutax is a document request and collection platform built specifically for accounting professionals. Instead of chasing clients through email threads, accountants send a single secure link and clients upload everything from any device — no login or app required.

Key Features

• Document Request System: Build checklists for T1, T2, HST/GST, and other tax engagements. Send requests individually or in bulk. Track status in real time.
• Branded Client Portal: Clients see a clean, professional upload page with the firm's logo and colors. Mobile-optimized, no account creation needed.
• Automated Reminders: Reminders go out 3 days before, 1 day before, and when overdue — fully customizable. No manual follow-up required.
• Tax Form Templates: Pre-built checklists for Canadian (T1, T2, HST/GST), US (1040, 1120), UK (SA100, CT600), and Australian (ITR, BAS) tax forms.
• Team Collaboration: Assign clients to team members, manage roles, and share visibility across the firm.
• Compliance Audit Log: Every upload, download, and access event is timestamped and tamper-evident. Exportable for PIPEDA or IRS Pub. 4557 compliance review.

idutax is designed for solo practitioners and small-to-mid-size accounting firms that need a focused, affordable alternative to complex platforms like TaxDome or Karbon.