The modern workspace for tax professionals and their clients
AI-powered bookkeeping, document collection, e-signature, and billing. Everything you and your CPA need in one collaborative platform.
Built for collaboration
Real-time workspace where CPAs and clients work together on the same data
Bank-level security
256-bit encryption, secure bank connections, SOC 2 compliant infrastructure
AI-powered automation
Claude AI handles categorization, data entry, and research—save hours every week
Built for tax pros and their clients
One workspace, two perspectives—everything synced in real time
For business owners
Your CPA invites you to Dynatax. You connect your bank, upload documents, and track deductions—all in one place. No more email threads or lost files.
- See AI-categorized transactions in real time
- Upload documents directly to your CPA
- Track mileage and per-diem automatically
- E-sign forms and view real-time P&L
For tax professionals
Invite your clients to collaborate in one workspace. AI handles categorization, you review and approve. Track time, generate invoices, and get paid—all in one platform.
- Multi-client dashboard with work queue
- AI review queue for low-confidence transactions
- Built-in time tracking and invoicing
- AI tax research with IRS publication citations
Why teams choose Dynatax
The features that make CPA-client collaboration seamless
Real-time sync
Both you and your CPA see the same data at the same time—no version conflicts
Shared workspace
Documents, transactions, and communication all in one place—no more email chaos
Bank-level security
256-bit encryption, SOC 2 compliance, and secure bank connections protect your data
AI automation
Claude AI categorizes transactions, extracts data, and flags deductions automatically
The complete workspace
Once connected, you and your tax pro work together in one AI-powered platform
AI Bookkeeping
Automatic transaction categorization with confidence scoring. Your CPA reviews and approves low-confidence items.
Document Portal
Your tax pro requests docs, you upload them. Track everything in one place—no more email threads.
Deduction Tracking
Mileage, per-diem, home office, and more. IRS-current rates automatically applied with Schedule C mapping.
E-Signature
Sign tax forms, engagement letters, and IRS e-file authorizations directly in the platform.
Time & Billing
For tax pros: track time, generate invoices, and collect payments with escrow protection.
AI Tax Research
Chat-based research across IRS publications with direct citations and exportable answers.
How it works
From onboarding to filing—seamless collaboration every step of the way
Get invited by your CPA
Your tax professional creates your workspace and sends you an invitation to join and collaborate.
Connect & onboard
Connect your bank accounts and complete the onboarding questionnaire together with your CPA in the workspace.
AI does the heavy lifting
Transactions auto-categorize, deductions get flagged, documents organize automatically. Your CPA reviews and approves.
Review & file
Review your return together, e-sign forms in the platform, and track the filing status in real time.
Why we're building Dynatax
Working with your CPA shouldn't feel like pulling teeth. Email threads get lost, documents pile up, and simple questions take days to answer.
The old way
- âś—Endless email threads and missed messages
- âś—Upload spreadsheets, wait for feedback
- âś—Manually categorize every transaction
- âś—Print, sign, scan documents
- âś—Wonder if your CPA got the file you sent
The Dynatax way
- Your CPA invites you to collaborate
- Work together in one workspace
- AI handles categorization automatically
- E-sign everything in-platform
- Secure payments and billing
Simple, transparent pricing
Flexible plans for CPAs and their clients
For Business Owners
Free to start — 50 transactions/month included, no credit card required
For Tax Professionals
Solo Pro free for 6 months, then $39.99/month
Free
$0/ month
Free Trial
$0/ month
All plans include bank-level security, e-signatures, and document portal.