inbox.tax
Sign inFor solo & small CPA firms
Stop chasing W-2s.
Clients email tax docs to your firm address. It classifies them, flags what's missing per return, and sends reminders in your firm's name.
Free for your first 10 clients. Works alongside Drake, Lacerte, ProConnect. The AI reads form type and tax year only. Never SSNs. Never dollar amounts.
Create your firm inboxFree for 10 clients. No credit card. Your firm address arrives in minutes.
How it works
What your client sees. What you see.
You give your clients one new instruction: send your tax documents to smithcpa@inbox.tax. That is the entire change to their behavior. No account to create, no portal to log in to, no app to install. They email a PDF the same way they'd email anything else.
When the email arrives, inbox.tax stores the sender address, the subject line, and the attachment. The message body is deleted immediately and never written to disk. The attachment goes to your firm's isolated storage in Cloudflare R2, US West.
The AI classifier reads the document to identify what it is: a W-2, a 1099-NEC, a K-1, and which tax year it covers. That is the only thing it reads. The classified document is matched against the right return in your dashboard.
Your dashboard shows one green checkbox for that document. If you're expecting a 1099-DIV from the same client and it hasn't arrived, the dashboard flags it as missing. You see which returns are complete, which are blocked on specific forms, and which clients haven't sent anything at all.
If a document is still missing past a threshold you set, inbox.tax sends a branded reminder from your firm's name. The client sees “Smith CPA” in the from line. You don't write the reminder. You don't schedule it. It goes.
Built for your stack
It sits next to Drake. It doesn't replace it.
inbox.tax handles intake and missing-doc tracking. It runs alongside the tax software you already use: Drake Tax, Intuit ProConnect, Intuit Lacerte, UltraTax CS, ATX, TaxAct Pro, CCH ProSystem fx. Your prep workflow doesn't change.
The chase
It's not tax prep that burns you out. It's the chase.
You open your laptop at 7am. Before you can touch a return, you spend forty minutes checking which clients still haven't sent their 1099-DIV. By March you're running a second full-time job that's just document logistics. The cognitive overhead of tracking 200 clients' document status across a spreadsheet, a folder system, and your memory is the job nobody accounts for when they quote tax season hours.
Privacy
What happens to your clients' documents.
CPAs carry professional liability for client data. Before you route anything through a new tool, you need straight answers. Here is exactly what inbox.tax does and does not do with your clients' files.
What does the AI actually read in my clients' documents?
Form type and tax year. It identifies “this is a W-2 for 2024” or “this is a 1099-NEC for 2023.” SSNs, dollar amounts, account numbers, employer names are never read, never stored, never transmitted.
What happens to the emails my clients send?
We store three things: sender address, subject line, and the attached files. The email body is discarded immediately on receipt and never written to disk. If your client types “hope you're well,” that sentence is gone within seconds.
Where is the data stored?
US-only. Cloudflare R2, US West North America region. No data is routed through or stored outside the United States. Your firm's data is isolated. It does not share infrastructure with any other firm's data.
What if inbox.tax gets hacked or shuts down?+
Every document access is logged with a timestamp. You'd get a full audit trail of what was accessed and when. If inbox.tax ever shuts down, you can export all your documents before any wind-down. We will not trap your data.
Can you use my client data for anything?+
No. Your client list, your documents, your firm's data: none of it is used for training, analytics, aggregation, or sale. Not now, not if we raise funding, not ever. That constraint is structural, not a policy we could quietly update.
Who can see my clients' files?+
You and the people on your firm's account. No inbox.tax employee reads document content. The AI classifier runs as an automated process. It identifies form type and discards everything else. There is no human review of your clients' tax documents.
Pricing
Free until it's saving you real hours.
Free for the first 10 clients. $39/mo above that. No card to start.
Free includes 1 preparer, unlimited inbound documents, branded reminders, and a 24-month archive. Pro lifts the client cap and adds up to 5 preparers.
Get started
Create your firm inbox.
Two fields. Your yourfirm@inbox.tax address arrives in your inbox within minutes.
Want to talk to Nikita first? hi@inbox.tax
Why this exists
My friend has run a solo CPA practice for eleven years. In April 2023 I watched her send reminder emails at midnight. Not to one client. To fourteen. W-2s, 1099-Bs, K-1s, brokerage statements. All missing. All blocking returns she could have filed a week earlier.
She wasn't behind because she was disorganized. She was behind because her clients are humans and humans forget.
I looked at the tools built for this problem: TaxDome, Canopy, Drake organizers. They're built for firms with IT staff and $400/month software budgets. They ask your clients to create accounts and learn a portal. That is not a solution for a two-person firm billing 200 returns a season.
inbox.tax is for firms like hers. One email address. No client friction. No workflow overhaul. I'm a software engineer, not a CPA. If you want to compare notes on what you're tracking in spreadsheets right now, email me.
Nikita · hi@inbox.tax