The all-in-one platform for modern tax firms.
Client portal, firm operations, e-file desk and a hosted academy — one system for the whole season, and the eleven months after it.
Two minutes
See how a return moves from booked to filed.
The platform
Everything a tax office does, in one place.
A portal clients actually use.
Online booking, a checklist built from intake answers, secure uploads that are recognized and ticked off, and one clear next step at every stage — in English, Spanish or Haitian Creole.
- Online booking
- Smart checklist
- Document uploads
- Progress tracker
- Three languages
Built for every firm
From one preparer to many offices.
The same platform grows with you. Start small; add seats, queues and offices when you need them.
Solo and small offices
One preparer or a handful. Booking, portal, pipeline and filing in one place, nothing to install.
Learn moreGrowing firms
Five preparers and up. Queues for support staff, review windows on the calendar, roles that keep the season orderly.
Learn moreMulti-office and partner offices
Separate offices with separate data on one platform — including preparers who file under Tax Harbor as their own office.
Learn more
Free guide
Tax Season Readiness Playbook
A practical checklist for getting your office, your clients and your documents ready before January. It is being written now — leave your email and we'll send it the day it's ready.
No newsletter, no sharing. Just the guide.
Getting started
See how easy it is to get started.
A person sets your office up with you. Most of the work is deciding what you want, not configuring software.
Dedicated onboarding
We set up your office, services, team and review windows with you on a call.
In-portal support
Help is one message away for your staff and, through you, for your clients.
A clear timeline
Import your clients, confirm your services, invite your team, open booking.
Learning options
The Academy, live webinars and written guides — pick what suits each person.
Supercharge your firm with AI
AI that proposes. People who approve.
The assistant does the sorting and the first pass. A tax professional makes every decision, and nothing is approved or filed by software.
Document sorting and checklists
Uploads are recognized and matched to the client's checklist. Before the appointment, the assistant flags what is still missing. A person can change any call.
Prep packet with source links
Every extracted number links to the page it came from, with its confidence and last year's value beside it. The assistant assembles; the preparer decides.
AI proposes, humans approve — a rule in the product, not a slogan.
Impact
What offices get back.
Academy & community
Learn with the Tax Harbor Academy.
Courses for preparers and office staff, a community for partner preparers, and the playbooks we use in our own practice.
Testimonials
What tax professionals say.
From the blog
Practice notes.
Getting ready for tax season
What to set up in November so January runs itself: services, review windows, checklists and reminders.
Client portal adoption: what actually works
Why clients upload when the checklist is built for their return, and what to say in the first message.
Inside the Partner Preparer Program
How other preparers file under Tax Harbor as their own office, and what stays separate.
FAQ
Questions firms ask us.
What is Tax Harbor?
An all-in-one platform for tax practices: a client portal with online booking and document checklists, firm operations (pipeline, calendar, queues, audit log), an e-file desk with approval gates, payments and e-signature, and a hosted academy. It is built to run all year, not only in season.
Do you e-file?
This season, returns are transmitted through our e-file partner, Drake. The platform's e-file desk shows every approval and transmission step in order. Until the partner connection is live in your office, transmissions inside the platform are marked SIMULATED so nothing is implied.
How do partner offices work?
Other preparers can file under Tax Harbor as their own office: their own clients, their own data and their own branding, with Tax Harbor's processes and support behind them. Each office sees only its own data.
Is my data secure?
Sensitive fields are encrypted at rest and shown masked on screen, with every reveal recorded. Staff sign in with a password plus a code from their phone. Every decision is written to an append-only audit log, and each office's data is isolated at the database level.
Do clients need to download an app?
No. The client portal works in any browser, on a phone or a computer. Mobile apps are planned.
Do you support Spanish?
Yes. The whole platform, including the messages clients receive, is available in English, Spanish and Haitian Creole, chosen per person.
Can I migrate from TaxDome or a spreadsheet?
Yes. Import a CSV export, map the columns and run a dry run that shows exactly what would be created before anything is written.
How is it priced?
By office, with a number of included seats and extra seats as you grow. The pricing page has the current plans; multi-office and partner-office pricing is arranged with sales.
See Tax Harbor in action.
Leave your email and we'll set up a walkthrough with a real person.