Finally, a professional firm portal with plans starting at just $15/month. Complete PDF manipulation, E-Signatures, Client Portal, and industry-first "Smart View" page visibility engine.
We didn't just build an e-signature app. We built an operating system for your brand.
Send complete tax return packages for signature. Multi-party signing with taxpayer, spouse, and preparer in sequence. No per-signature fees.
Stop overwhelming clients with 100-page returns. Toggle individual page visibility so clients only see the pages they need to review or sign.
Complete PDF manipulation suite built into your portal. No more Adobe Acrobat subscriptions for your staff.
Your clients log into YOUR portal, not ours. Custom branding, your logo, and your domain. They see your brand at every touchpoint.
Automatic year folders, custom folder templates, drag-and-drop file management. Desktop-like experience in your browser.
Create engagement letters, consent forms, questionnaires once and reuse for every client. Drag-and-drop field placement.
Organize clients with color-coded tags and control staff access with granular role-based permissions. Filter and segment your client base instantly.
Add your entire staff without per-seat fees. Seasonal hires, interns, partners—everyone gets access at no extra cost.
Advanced automation and integrations to scale your practice.
Create automated engagement pipelines that trigger actions based on client status. Streamline onboarding, document collection, and follow-ups.
Send personalized mass emails to clients. Create templates with merge fields, track open rates, and manage campaigns.
Migrate from any system with our intelligent import wizard. Pre-configured mappings for TaxWise Online and Desktop.
Manage multiple locations from one dashboard. Separate branding, staff permissions, and client data per office.
Send intake forms, questionnaires, or PDF packages to all your clients at once. Track completion and collect responses automatically.
Our Chrome Extension integrates directly into TaxWise Web Version. Create client records, sync data, upload returns, and request signatures without leaving your tax software.
Automatically detect clients in TaxWise and sync to StayPaperless. Compare and update contact information with one click.
Print your return, and with one click upload directly to the client's file storage or initiate a signature request.
Import W-2s, 1099s, and other extracted document data directly into TaxWise form fields.
TaxWise Widget
Choose a plan that fits your firm. All plans billed annually.
14-Day Free Trial on All Plans
Essential e-signature tools
per user, billed annually
$180/year per user
Full platform for small teams
flat rate, billed annually
$420/year - Unlimited Users!
Advanced tools for growing firms
flat rate, billed annually
$828/year - Unlimited Users!
Need a second workspace for a branch office? Add a location for just $25/mo ($300/year). Includes separate branding, staff permissions, and isolated client data.
Join hundreds of tax professionals who've streamlined their workflow with StayPaperless. Start your 14-day free trial today.
No credit card required. Full access to all features for 14 days.
