COPIAFY SOLUTIONS FOR 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.

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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

Tax Packet

W-2 1099-NEC 1099-INT 1098 Schedule K-1 SSA-1099

Send to Client

Turn Tax Season Into a Repeatable System

Acquire

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.

Onboard

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.

Manage

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.

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

AI Insight

Found $1,240 in overlooked deductions

Home office + mileage not yet claimed.

Updated refund $4,480

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.

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.

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

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

C Copiafy assistant ×

Credit health is trending up this week.

742 Score

584

Ask a question...

Good morning, Lamar

Financial goal

Emergency fund

$2,400of $5,000

Income & bills

Monthly income$4,200

Bills due$860

C Copiafy assistant ×

Credit health is trending up this week.

742 Score

584

Ask a question...

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

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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

The client portal and CRM for financial professionals.

Explore Copiafy

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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.

The client portal and CRM for financial professionals.

Explore Copiafy

Support & Resources

FAQs

Signup

Contact Support

Legal & Compliance

Terms of Service

Privacy Policy

Notice at Collection

Get free articles and downloads.

The client portal and CRM for financial professionals.

Explore Copiafy

Support & Resources

FAQs

Signup

Contact Support

Legal & Compliance

Terms of Service

Privacy Policy

Notice at Collection

Get free articles and downloads.

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.

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.

Stay Current on Financial News Affecting Your Tax Clients

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.

Get started with Copiafy

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

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.

Build a Better Client Experience
With Copiafy

Get started
with Copiafy

Build a Better Client Experience
With Copiafy