COPIAFY SOLUTIONS FOR TAX PROFESSIONALS

COPIAFY SOLUTIONS FOR TAX PROFESSIONALS

Tax Professionals

Tax Professionals

Tax Professionals

Still chasing missing tax documents during filing season? Give every client one secure place to submit what you need before preparation begins.

Still chasing missing tax documents during filing season? Give every client one secure place to submit what you need before preparation begins.

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Copiafy

Tax Documents

Everything your clients need to file — in one place

Documents collected 82%
9 of 11 received 2 pending
W-2 Wages & Salary
1099-INT Interest Income
1099-NEC Freelance / Contract
1098 Mortgage Interest
Awaiting
Request Missing Documents
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Tax Packet
W-2 1099-NEC 1099-INT 1098 Schedule K-1 SSA-1099
Send to Client

Turn Tax Season Into a Repeatable System

Turn Tax Season Into a Repeatable System

Turn Tax Season Into a Repeatable System

Acquire

Acquire

Start Every Tax Engagement With the Right Information

Start Every Tax Engagement With the Right Information

Start Every Tax Engagement With the Right Information

Use a branded intake form to collect filing status, dependents, employment type, and other essential details before the first conversation. Begin each engagement with a clearer understanding of the client’s filing needs.

Use a branded intake form to collect filing status, dependents, employment type, and other essential details before the first conversation. Begin each engagement with a clearer understanding of the client’s filing needs.

Use a branded intake form to collect filing status, dependents, employment type, and other essential details before the first conversation. Begin each engagement with a clearer understanding of the client’s filing needs.

Onboard

Onboard

Collect Tax Documents Through One Secure Portal

Collect Tax Documents Through One Secure Portal

Collect Tax Documents Through One Secure Portal

Collect Tax Documents Through One Secure Portal

Clients can upload W-2s, 1099s, prior-year returns, and supporting documents directly to their private portal. Keep every file connected to the correct client instead of searching through email threads or shared folders.

Clients can upload W-2s, 1099s, prior-year returns, and supporting documents directly to their private portal. Keep every file connected to the correct client instead of searching through email threads or shared folders.

Clients can upload W-2s, 1099s, prior-year returns, and supporting documents directly to their private portal. Keep every file connected to the correct client instead of searching through email threads or shared folders.

Manage

Manage

See Each Client’s Complete Tax Picture

See Each Client’s Complete Tax Picture

See Each Client’s Complete Tax Picture

See Each Client’s Complete Tax Picture

Keep available filing history, reported balances, income details, financial goals, and supporting documents together in one client record. Review important context earlier and reduce preventable questions during preparation.

Keep available filing history, reported balances, income details, financial goals, and supporting documents together in one client record. Review important context earlier and reduce preventable questions during preparation.

Keep available filing history, reported balances, income details, financial goals, and supporting documents together in one client record. Review important context earlier and reduce preventable questions during preparation.

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Copiafy

2024 Tax Insights

Based on documents collected · Updated today

75% refund

Estimated Refund

$3,240

+$480 vs last year

Effective Tax Rate

18.4%

Total Deductions

$14,820

Top deductions

Mortgage
$6,100
Business
$4,340
Charitable
$2,600
Home Office
$1,780
View Full Tax Summary
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AI Insight

Found $1,240 in overlooked deductions

Home office + mileage not yet claimed.

Updated refund $4,480
Copiafy for Tax Professionals | Client Document Collection Client avatars circle a central Copiafy icon while a status pill cycles through intake, profile creation, and onboarding milestones. JM AR DT KL SP MB TN EC C Intake link opened Financial profile created Client joined your practice

Support Clients Beyond Filing Season

Support Clients Beyond Filing Season

Support Clients Beyond Filing Season

A client’s tax situation can change throughout the year. Keep filing history, income updates, documents, and relevant financial details organized so you can prepare for future conversations without rebuilding the client record each season.

A client’s tax situation can change throughout the year. Keep filing history, income updates, documents, and relevant financial details organized so you can prepare for future conversations without rebuilding the client record each season.

Spend Less of Filing Season Chasing Documents

Spend Less of Filing Season Chasing Documents

Spend Less of Filing Season Chasing Documents

Reduce time spent sending follow-up emails, requesting missing forms, and searching for attachments. Give clients a consistent place to upload documents so your team can focus more attention on preparing and reviewing returns.

Reduce time spent sending follow-up emails, requesting missing forms, and searching for attachments. Give clients a consistent place to upload documents so your team can focus more attention on preparing and reviewing returns.

2026 Tax Season Readiness 48 clients · Document collection through filing · Oct 2025 – Mar 2026 0 10 20 30 40 50 OCT NOV DEC JAN FEB MAR 2025 2025 2025 2026 2026 2026 CLIENTS READY FOR 2026 38 / 48 ✓ On Track Documents requested 1099s & W-2s received Reviews underway 38 Ready 7 In Review 3 Not Started Filing deadline Apr 15, 2026
CREDIT SCORE691+107Collection removedLate payment correctedUtilization improvedBureau confirmed progress
Copiafy for Tax Professionals | Client Document Collection A line chart draws upward as Copiafy resolves a collection, corrects a late payment, and improves utilization, while all three bureaus confirm the updates. Collection removed Late payment corrected Utilization improved JM CREDIT SCORE 584 608 637 664 691 +107 Experian TransUnion Equifax Dispute letters sent 30 day clock running Bureau replied: item deleted
Create a More Organized Tax-Preparation Experience With Tools for Intake, Document Collection, Client Access, and Year-Round Planning
Create a More Organized Tax-Preparation Experience With Tools for Intake, Document Collection, Client Access, and Year-Round Planning

Client Intake

Collect filing status, dependents, contact information, and other essential details before the first appointment.

Tax Documents

Keep W-2s, 1099s, prior-year returns, receipts, and supporting tax documents organized within each client’s record.

Client Portal

Clients upload their own documents, on their own time, without an inbox in the middle.

Financial Goals

Track savings, debt payoff, and planning goals to extend the relationship past filing season.

Build a Year-Round Client Relationship
Build a Year-Round Client Relationship
Build a Year-Round Client Relationship

Keep tax documents, financial goals, income updates, and prior filing information available between engagements. A more organized year-round experience can make future preparation easier for both your practice and your clients.

Keep tax documents, financial goals, income updates, and prior filing information available between engagements. A more organized year-round experience can make future preparation easier for both your practice and your clients.

Good morning, Lamar
Priority dispute
Alex T.
Days open:
Dispute pipeline
42 Resolved
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Credit health is trending up this week.
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584
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Good morning, Lamar
Financial goal
Emergency fund
$2,400of $5,000
Income & bills
Monthly income$4,200
Bills due$860
C Copiafy assistant ×
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Credit health is trending up this week.
742 Score
584
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Organize Your Tax Clients From Intake Through Filing

Organize Your Tax Clients From Intake Through Filing

Simplify intake, organize client documents, preserve filing history, and create a more consistent experience throughout tax season and beyond.

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Give Clients Timely Financial Insights Before Filing Season
Give Clients Timely Financial Insights Before Filing Season
Give Clients Timely Financial Insights Before Filing Season

Read the Latest Report

Build a Better Client Experience
With Copiafy

Give every client a more organized, collaborative experience with one secure workspace for goals, documents, financial details, and ongoing communication.

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Get started
with Copiafy

Give every client a more organized, collaborative experience with one secure workspace for goals, documents, financial details, and ongoing communication.

Start Free

Build a Better Client Experience
With Copiafy

Give every client a more organized, collaborative experience with one secure workspace for goals, documents, financial details, and ongoing communication.

Start Free

Smarter financial management made simple.

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Disclaimer: The content on this site is for informational purposes only and does not constitute legal or financial advice. Copiafy is not a law firm, credit counseling agency, or licensed financial advisor. Information provided is general in nature and may not apply to your individual circumstances. For advice specific to your situation, consult a qualified attorney or financial professional. Results from credit disputes vary and cannot be guaranteed.

Smarter financial management made simple.

www.copiafy.com

Explore Copiafy

Home

About Us

Features

Pricing

Blog

Support & Resources

FAQs

Signup

Contact Support

Legal & Compliance

Terms of Service

Privacy Policy

Notice at Collection

Sign up for Copiafy newsletter.

Get free articles and downloads.

Disclaimer: The content on this site is for informational purposes only and does not constitute legal or financial advice. Copiafy is not a law firm, credit counseling agency, or licensed financial advisor. Information provided is general in nature and may not apply to your individual circumstances. For advice specific to your situation, consult a qualified attorney or financial professional. Results from credit disputes vary and cannot be guaranteed.

Explore Copiafy

Home

About Us

Features

Pricing

Blog

Support & Resources

FAQs

Signup

Contact Support

Legal & Compliance

Terms of Service

Privacy Policy

Notice at Collection

Sign up for Copiafy newsletter.

Get free articles and downloads.

Disclaimer: The content on this site is for informational purposes only and does not constitute legal or financial advice. Copiafy is not a law firm, credit counseling agency, or licensed financial advisor. Information provided is general in nature and may not apply to your individual circumstances. For advice specific to your situation, consult a qualified attorney or financial professional. Results from credit disputes vary and cannot be guaranteed.