Your Practice,
Finally Organized
Stop drowning in tax season chaos. SMARTiDATA brings your clients, deadlines, documents, and communications into one command center built for accountants.
Tax Season Doesn't Have to Be This Hard
Sound familiar?
Email Chaos
Tax documents scattered across hundreds of emails. "I sent that W-2 last week" - but where?
Deadline Anxiety
Spreadsheets tracking 200 client deadlines. Wake up at 3am wondering if you missed an extension.
Client Chasing
Sending the same "please send your documents" email for the 5th time. They're not ignoring you, they're just buried too.
Document Hunting
Client calls about last year's return. 20 minutes later, you're still looking for it.
Stop Chasing Documents
Give each client a secure portal to upload their documents. They see a simple checklist of what's needed. You get notified when they upload, and files go straight to their folder.
- Secure document upload with encryption
- Customizable document checklists
- E-signature for engagement letters
- Automatic organization by client & year
Built for How Accountants Actually Work
Every feature designed around the workflows of busy accounting practices.
Client Portal
Secure portal where clients upload documents, sign engagements, and communicate. No more chasing down tax documents via email.
Deadline Management
Never miss a filing deadline. Automatic reminders, extension tracking, and calendar integration for all client due dates.
Document Management
Organized document storage with client folders, version history, and secure sharing. Find any document in seconds.
Smart Inbox
AI sorts your emails by client, urgency, and type. Tax documents auto-filed, client requests prioritized.
Engagement Letters
Generate and send engagement letters with e-signature. Track status and automate reminders for unsigned agreements.
Practice Analytics
See firm performance at a glance. Revenue by client, time tracking, workload distribution, and capacity planning.
Security You Can Trust
Your clients trust you with their most sensitive financial information. We take that responsibility seriously.
- SOC 2 Type II certified infrastructure
- End-to-end encryption for all data
- Two-factor authentication required
- Complete audit trail of all access
- Regular third-party security audits
"Finally, a system that understands how accounting practices work. Tax season is still busy, but it's not chaotic anymore."
Questions from Accountants
Common questions from CPAs and accounting firms
Yes. We maintain SOC 2 Type II compliance, encrypt all data at rest and in transit, and provide audit trails for all document access. We understand the sensitivity of financial data.
Ready for a Calmer Tax Season?
Join accounting practices that have brought order to their operations. Start your free trial today.