Jaxmo Tax Client Portal
Streamline your tax practice. Delight your clients.
A modern tax preparation and client management platform designed for tax professionals who want to deliver an exceptional client experience.
Tax season is stressful
for everyone
Clients struggle with scattered documents, endless email chains, and uncertainty about their tax status. Tax professionals juggle spreadsheets, manual follow-ups, and security concerns when handling sensitive financial data.
Jaxmo eliminates the chaos.
For Your Clients
iOS & Android app that makes tax season effortless
Upload Documents Easily
Scan documents using your phone's camera. Upload files directly from your gallery. Multi-page document support with real-time upload status.
Stay Informed
Live dashboard showing document statistics and preparation progress. Push notifications for messages and status updates.
Communicate Securely
Direct messaging with your tax preparer. No more lost emails or missed phone calls. All conversations in one secure place.
Simple & Secure
PIN protection for added security. Hardware-encrypted storage for sensitive data. Multi-language support (English & Spanish).
Dashboard 
Document Scanner 
Checklist Messaging Status Tracking 
Documents 
Onboarding For Your Staff
Complete visibility and control over your practice
Manage Clients
Centralized client list with detailed profiles. Assign preparers and reviewers to each client.
Organize Documents
Complete document library with status tracking. AI-powered document analysis for faster processing.
Streamline Workflows
Task management for your team. Internal notes for collaboration.
Real-time Chat
Communicate with clients instantly. Message history for reference and compliance.
Custom Branding
Your logo, your colors. Customize the experience for your clients.
Dashboard 
Client View 
Documents 
Messages 
Tasks 
AI Analysis 
Settings How It Works
Clients Download
Your clients download the Jaxmo mobile app and connect with your office using a unique code.
Documents Flow In
Clients scan or upload tax documents directly from their phones. Everything is organized automatically.
Staff Prepares
View all client documents in the web dashboard. Track progress and request missing items.
Stay Connected
Communicate through secure in-app messaging. Clients receive push notifications instantly.
Finish Strong
Keep clients informed every step of the way until completion.
Your Data, Protected
Tax data demands the highest level of protection. Jaxmo encrypts sensitive information on your device before it ever reaches our servers.
Transform your
tax practice
Deliver the modern, secure, and seamless experience your clients expect.