Solutions

Solutions

Tax Professionals

Tax Professionals

Tax Professionals

Still chasing W-2s in March? Give clients one place to send everything — before the deadline, not during it.

Still chasing W-2s in March? Give clients one place to send everything — before the deadline, not during it.

Contact Us

C
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
C
Tax Packet
W-2 1099-NEC 1099-INT 1098 Schedule K-1 SSA-1099
Send to Client

Turn tax season into a system, not a
scramble, with Copiafy.

Turn tax season into a system, not a
scramble, with Copiafy.

Turn tax season into a system, not a
scramble, with Copiafy.

Acquire

Acquire

Automate New

Client Intake

Automate New

Client Intake

Automate New

Client Intake

Automate New

Client Intake

Bring clients in with a branded intake link that captures filing status, dependents, and employment type — W-2, self-employed, or business owner — before the first conversation, so you already know the shape of the return.

Bring clients in with a branded intake link that captures filing status, dependents, and employment type — W-2, self-employed, or business owner — before the first conversation, so you already know the shape of the return.

Bring clients in with a branded intake link that captures filing status, dependents, and employment type — W-2, self-employed, or business owner — before the first conversation, so you already know the shape of the return.

Activate

Activate

One Portal for Every Document

One Portal for Every Document

One Portal for Every Document

One Portal for Every Document

Clients upload W-2s, 1099s, and prior-year returns directly into their own portal, stored as tax documents in their file — not buried in an inbox or a shared drive. No more forwarding, no more "did you get my email."

Clients upload W-2s, 1099s, and prior-year returns directly into their own portal, stored as tax documents in their file — not buried in an inbox or a shared drive. No more forwarding, no more "did you get my email."

Clients upload W-2s, 1099s, and prior-year returns directly into their own portal, stored as tax documents in their file — not buried in an inbox or a shared drive. No more forwarding, no more "did you get my email."

Manage

Manage

See the Whole Filing Picture

See the Whole Filing Picture

See the Whole Filing Picture

See the Whole Filing Picture

Prior-year filing status and any outstanding balance are visible in the client's file from day one, alongside income, goals, and documents — so nothing about their situation surprises you mid-season.

Prior-year filing status and any outstanding balance are visible in the client's file from day one, alongside income, goals, and documents — so nothing about their situation surprises you mid-season.

Prior-year filing status and any outstanding balance are visible in the client's file from day one, alongside income, goals, and documents — so nothing about their situation surprises you mid-season.

C
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
C
AI Insight

Found $1,240 in overlooked deductions

Home office + mileage not yet claimed.

Updated refund $4,480
Copiafy - Financial Coaching Software for Client Management & Growth Solutions 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

Offer proactive planning, not just April filing, with Copiafy.

Offer proactive planning, not just April filing, with Copiafy.

Offer proactive planning, not just April filing, with Copiafy.

A client's tax situation doesn't start and end in tax season — filing status changes, dependents change, self-employment income fluctuates. When that context lives in one file year-round instead of being rebuilt from scratch every January, you're positioned to advise on what's coming, not just report on what happened.

A client's tax situation doesn't start and end in tax season — filing status changes, dependents change, self-employment income fluctuates. When that context lives in one file year-round instead of being rebuilt from scratch every January, you're positioned to advise on what's coming, not just report on what happened.

Get your March back.

Get your March back.

Get your March back.

The client-chasing part of tax season — the follow-up emails, the missing 1099, the "can you resend that" — is the part that doesn't scale. A portal clients actually use to upload documents themselves means less of your season goes to collection, and more of it goes to the returns themselves.

The client-chasing part of tax season — the follow-up emails, the missing 1099, the "can you resend that" — is the part that doesn't scale. A portal clients actually use to upload documents themselves means less of your season goes to collection, and more of it goes to the returns themselves.

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 - Financial Coaching Software for Client Management & Growth Solutions 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
Good morning, Lamar
Priority dispute
Alex T.
Days open:
Dispute pipeline
42 Resolved
C Copiafy assistant ×
C
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 ×
C
Credit health is trending up this week.
742 Score
584
Ask a question...
Keep clients engaged after the return is filed.
Keep clients engaged after the return is filed.
Keep clients engaged after the return is filed.

Most tax relationships go quiet between April and January. A shared file — goals, income, documents all visible to your client — gives you a reason to stay in touch year-round, and gives clients a reason to come back to the same preparer instead of shopping every spring.

Most tax relationships go quiet between April and January. A shared file — goals, income, documents all visible to your client — gives you a reason to stay in touch year-round, and gives clients a reason to come back to the same preparer instead of shopping every spring.

Build your financial service solution with the following Copiafy features.
Build your financial service solution with the following Copiafy features.

Client Intake

Capture filing status, dependents, and employment type before the first call.

Tax Documents

A dedicated place for W-2s, 1099s, and prior returns — not mixed in with everything else.

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.

Take the first step with Starter Suite.

Take the first step with Starter Suite.

Collect documents faster, keep every client's filing history in one place, and turn one season of work into a year-round relationship.

Learn More

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Keep up with the latest tax planning insights and conversations.

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Headline: Give your clients useful tax insights, before they need them.
Headline: Give your clients useful tax insights, before they need them.
Headline: Give your clients useful tax insights, before they need them.

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Get Stared with Copiafy

Start building the financial life you deserve with a secure and user-friendly platform.

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Get started
with Copiafy

Start building the financial life you deserve with a secure and user-friendly platform.

Get Copiafy

Get Stared with Copiafy

Start building the financial life you deserve with a secure and user-friendly platform.

Get Copiafy

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

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

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.