For independent tax preparers and small firms

Stop collecting tax documents through email, text, and WhatsApp.

Send one secure intake link, request the right documents, and keep every client organized in one place—without chasing files across your inbox.

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No client login required Secure upload links Built for tax workflows

Clients can upload from any device. You stay in control of requests, files, and follow-up.

Best fit: preparers who are tired of scattered attachments, repeated follow-ups, and clients sending sensitive tax information through the wrong channels.
Early access

We are in the final phase of testing

TaxLockr is almost ready for independent preparers and small firms. Click Start now above—or enter your email here—and we will notify you when we launch.

Launch waitlist

Get notified at launch

No spam. One email when early access opens.