A woman smiles as she reads a message on her phone under a clear blue sky

Your practice.
Built to grow.

Your own website, a team of representatives sending you clients, and a portal that collects every document. One platform for tax practices, under your name.

  • A website that turns visitors into bookings
  • A landing page for every representative
  • Every referral credited, every commission clear
  • Staff and representatives managed in one place
  • Intake and documents collected for you
Get started See what it does

Every lead lands in one place.

From your website, a representative or your practice’s PWA: every enquiry, booking and document goes to one list your whole team sees. Nothing gets lost. Nobody asks twice.

Clients act

You see it

New enquiry — individual tax return.

Consultation booked: Tuesday at ten.

W-2 uploaded and waiting for review.

Stop chasing paperwork.

Each client gets one private portal to answer your questions, upload what you asked for and track their return. You see what is missing at a glance.

Get started

  • A private portal for every client

    Intake, documents, messages and status behind one sign-in.

  • Your name on everything

    Your address, your logo, your colours. Clients see your practice, never ours.

  • Documents without the email

    Clients upload against the checklist you set. Nothing sensitive travels as an attachment.

  • Ask once

    Request a missing form with a note. The client sees exactly what to send and where.

  • Records that stay yours

    Your own database, logins and file storage. No other practice shares them.

Your practice

Client portal · signed in

yourpractice · your own address

  1. Welcome. Your intake is ready when you are.

  2. Here’s my W-2 and last year’s return.

    Uploaded · 2 files

  3. Preparer · reviewing your documents

  4. Thanks. One more: your 1099-INT, please.

  5. Just uploaded it. Anything else?

Kept in your practice’s own storage

A demo practice siteScroll inside to explore

The full home page of a demo tax practice’s website: a hero with a booking button, services, how it works, the client portal, security, questions and a footer

A website that sells your practice.

Launch with a professional site and booking built in. Change the words, look and layout yourself, with a live preview. No designer needed.

  • Text size

    Scale headings and body text across the whole site.

  • Heading weight

    Lighter or bolder headlines to match your brand.

  • Section backgrounds

    Light, tinted, brand-coloured or dark, section by section.

  • Brand colours

    Set four colours and the whole site follows.

  • Saves as you work

    Changes are saved automatically; nothing goes live until you publish.

  • Ready-made sections

    Heroes, services, booking, questions and more to drop in.

  • Hide without deleting

    Take a section or a page off the site and keep its content.

  • Booking built in

    Visitors pick an open time with your team, on any page.

From first hello to filed return.

Enquiry, consultation, intake, documents, return. Every step lives in one system and hands the next what it needs.

One client · five steps

A man in glasses talks on a mobile phone
The enquiry

Do you do self-employed returns?

We do. Pick a time to talk.

Two men discuss documents over coffee
The consultation

So what do you need from me?

A short intake, then documents.

A woman sits on a window sill using a laptop
The intake

Can I finish this later tonight?

Yes. It saves where you stop.

Two women sit side by side going through paperwork
The documents

Did my 1099 come through?

Got it. That’s everything.

Two women sit at a table with drinks, talking
The return

Is my return filed yet?

Filed today. Details in your portal.

Everything a growing practice runs on.

A group of people sit around a table working together

One login replaces the scheduler, the form tool, the shared drive and the commission spreadsheet. Your data sits in its own database, never shared with another practice.

Separate by design
How every practice is set up

  • Every enquiry in one list, from first contact to signed client.

    Leads

  • Clients pick an open time. You confirm, move or decline.

    Booking

  • Your questions, in your order. Answers are encrypted and saved as the client goes.

    Intake

  • Request, receive and review files in a built-in viewer.

    Documents

  • There is more: 40 features in all, on one plan.

    See all features

  • A landing page and link for each one. Every client they send is credited to them.

    Representatives

  • Write commission terms once. Representatives sign on screen.

    Agreements

  • See what each representative earned, approve it, record the payment.

    Earnings

  • See where clients come from and what turns into paid work.

    Analytics

Sign up clients wherever you meet them.

Your practice gets its own PWA. It installs on any phone straight from the browser. Representatives add leads on the spot and get the credit. Clients upload documents from their phone.

A representative’s home screen showing earnings, referrals and link visitsThe empty new lead formThe new lead form with a name, email and phone filled inThe rest of the form with the Save lead buttonConfirmation that the lead is saved, with a private link to sendThe lead’s page with call, text and email buttons and progress stepsThe list of the representative’s leadsThe earnings screen with totals by stage

Real screens from the PWA, shown with demo data.

Three steps, then you’re open.

Nothing to install. Nothing to host. Our team sets it up with you.

  1. Register

    Tell us about your practice, pick your web address and pay the setup fee. It takes a few minutes.

  2. We set it up with you

    We collect your branding, services and contact details, then build your practice its own site and workspace.

  3. Brand it. Invite. Open.

    Invite your team and representatives, publish your site and start taking bookings.

One plan. Everything included.

No tiers. No add-ons. The whole platform, set up for your practice alone.

  1. Pay $1,048 when you registerThe setup fee plus your first month.
  2. We set it up with youOur team collects your details and builds your site.
  3. $49 a month after thatAn initial 12-month commitment, then month to month.

Practice plan

Everything included

Setup

$999

One time

Subscription

$49 / month

Initial 12-month commitment

  • Your own practice website, with an editor
  • Client portal with secure sign-in
  • Online booking and availability
  • Intake questionnaire you control
  • Document requests and a built-in viewer
  • Leads, clients and engagement tracking
  • Representatives, landing pages and agreements
  • Campaigns, marketing library and your own PWA
  • Analytics for traffic, growth and sales
  • Your own database, logins, storage and keys

Prices are in US dollars and do not include any taxes that may apply. The full agreement is shown before you pay.

Get started

Questions, answered plainly.

Still wondering about something? Ask a person.

Who is Tax Growth for?

Tax preparation practices of any size that want one system for their website, clients, documents, appointments and referral partners. Each practice gets its own copy.

Is my practice’s data kept apart from other practices?

Yes. Every practice has its own database, its own login service, its own file storage and its own encryption keys. They are not shared tables with a label on each row: another practice’s system cannot reach yours.

Can I use my own name, logo and colours?

Yes. Your site and client portal carry your practice’s name, logo and colours, and you edit your website yourself with a live preview.

How do clients send me documents?

They upload them inside their own portal, against the list of documents you asked for. You open and review them in a built-in viewer. Nothing needs to be emailed.

Can clients book appointments online?

Yes. You set the hours each team member is available, clients choose an open time, and you confirm it, propose another time or decline. Meetings can be by phone, by video link or in person.

What can referral partners do?

Each representative gets a landing page, a referral link and a workspace showing who they introduced and what they have earned. They never see a client’s tax answers, documents or return.

How is sign-in protected?

Owners and staff sign in with a password and a second step from an authenticator app. Clients and representatives have their own separate accounts. Intake answers are encrypted before they are stored.

How do I get started, and what does it cost?

Register online. There is one plan: a one-time setup fee of $999, then $49 a month, with an initial 12-month commitment. You pay $1,048 when you register. Nothing is built automatically: once your payment is confirmed, our team contacts you, collects what your site needs and sets it up with you.

A young woman smiles as she talks on the phone in a leafy garden

Make this the season you grow.

Register in minutes. Our team sets up your site and workspace with you.

Get started Talk to our team

Talk to a person about your practice.

Not sure if it fits how you work? Send a note and tell us about your practice. Please don’t include any client or taxpayer information.

A smiling support specialist wearing a headset at her desk

Send us a note