Run your entire tax practice in one workspace
Stop chasing clients for documents, juggling scattered tools, and losing billable hours. Dynatax brings your entire practice into one AI-powered platform.
Made for tax professionals
Manage all clients in one place
Stop chasing documents via email
Track every billable hour
Get paid when returns are filed
Your workflow, streamlined
See how Dynatax transforms the way you work with clients
Built for your practice
Multi-client dashboard with project pipeline
See all your clients, their project status, and unbilled hours at a glance. Kanban-style task boards keep everyone on the same page.
- Visual pipeline of all client projects
- Kanban task boards per client
- Unbilled hours and revenue tracking
Document request workflows with client portal
Create templated document requests, send them to clients, and track uploads in real-time. Clients use a self-serve portal — no more email attachments.
- Pre-built templates for common returns
- Automated reminder system
- Client-facing upload portal
Time tracking with escrow billing
Log hours against each project, auto-generate invoices, and hold payment in escrow until the e-file acknowledgment comes through. Never chase payments again.
- Project-level time tracking
- Automated invoice generation
- Escrow with e-file release trigger
Two-way SMS with clients
Send status updates, document reminders, and important deadlines directly to your clients via SMS. Clients can reply back, keeping all communication in one thread.
- Two-way SMS conversations with clients
- Automated document request reminders
- Status updates and deadline notifications
What you can do on day one
Import your client list
CSV upload or manual entry — have your roster in minutes
Send document requests
Use pre-built templates for common tax scenarios
Set up team roles & rates
Assign hourly rates and permissions to team members
Start tracking time
Log billable hours against client projects immediately
Pricing for tax professionals
We recommend the Firm tier for practices managing multiple clients
Firm
- Multi-client dashboard
- Team management with roles
- Time tracking & automated invoicing
- Two-way SMS with clients
- Escrow payments with e-file release
- AI tax research assistant
- Dedicated account manager