Client Portal for Tax Preparers
Stop juggling emails, Google Drive links, and spreadsheets. ClientCove gives tax preparers a branded client portal where you share files, send invoices, and communicate with clients — all in one place.
Sound familiar?
Tax season means chasing hundreds of clients for W-2s, 1099s, and receipts — all arriving in disorganized email attachments.
Clients submit incomplete document packages and you waste hours identifying what is missing for each return.
Delivering completed tax returns and getting e-file authorization signatures requires multiple rounds of email.
How ClientCove helps tax preparers
Document request checklists tailored to each client ensure W-2s, 1099s, and deduction receipts arrive complete.
Secure file exchange with signed URLs keeps sensitive tax documents out of unencrypted email inboxes.
Contract e-signatures handle engagement letters and e-file authorizations digitally before preparation begins.
Per-client portals organize every tax year with its own documents, messages, and invoices.
Get started in 3 steps
Sign up
Create your free account in under a minute. No credit card required.
Set up your portal
Add your logo, brand colors, and create your first client project.
Share with clients
Send your client a magic link. They access their portal instantly — no login needed.
Ready to impress your clients?
Join thousands of tax preparers who use ClientCove to look professional and get paid faster. Plans start at $29/month.