Tax Professionals
The Ultimate Tax Documents & Client Management Portal for Accountants
Transform the way you manage clients with Stora Tax. Our platform combines a powerful client portal with secure tax document storage, sharing, and organization, tailored for tax professionals, accountants, and accounting firms to streamline workflows.
Integrated Tax Document Management and Client Portal for Tax Professionals and Accounting Firms
Tax professionals, accountants, and accounting firms face unique challenges in managing sensitive documents, collaborating with clients, and ensuring compliance. Stora Tax offers a comprehensive, all-in-one, secure tax portal featuring an integrated client management system and advanced tax document management tools, including rental property tax management and Uber GST/QST reporting - designed to simplify workflows and boost productivity.
Effortless & Secure Document Sharing
Easily share tax documents with multiple clients through our in-app sharing tool, backed by end-to-end encryption for maximum security.
Comprehensive Tax Document Storage
Store client tax documents securely for up to 7 years and maintain an organized archive of tax returns, making document retrieval fast and simple.
Prepare and Manage Rental Property Taxes
Simplify rental property tax management with tools to create and prepare tax forms for clients in both the USA and Canada.
Boost Visibility with Our Tax Professionals Directory
Get listed in the Stora Tax professional directory, connecting you with direct clients who are seeking trusted tax experts. For as low as $199 per year, enjoy a full year of marketing and exposure to potential clients.
Cloud-Based Tax Vault
Access, manage, and share documents from anywhere with our secure, cloud-powered storage system, ensuring flexibility for remote work.
Simplified Document Collection
Request and gather documents from clients effortlessly using our intuitive tools designed to streamline the process.
Branded Client Portal for Collaboration
Offer clients a secure, professional portal for uploading, downloading, and managing documents, enhancing collaboration and satisfaction.
Password-Protected File Transfers
Share sensitive information with confidence using secure, password-protected file sharing for peace of mind.
Paperless Tax Management
Reduce paper handling and streamline workflows with fully digital solutions for managing client tax documents.
Enhance Client Experience
Deliver an exceptional experience by combining professional tools, secure systems, and efficient workflows tailored to accountants, accounting firms, and tax professionals.```
Tax Management Tool
Comprehensive Documents Management Solution for Tax Professionals and Accounting Firms
Stora Tax delivers a powerful tax document management tool that combines secure storage, efficient document sharing, and seamless collaboration, all in one platform. Our cloud-based digital system is designed for tax professionals, accountants, and accounting firms, helping you manage your clients' sensitive tax documents with ease. Whether you're storing documents, sharing files, or staying compliant, Stora Tax ensures that your workflow is streamlined and secure.
- 01 Cloud-Based Tax Document Storage Solution
- 02 Effortless Document Sharing
- 03 Manage and Organize Documents Efficiently
- 04 Secure Collaboration with Clients
- 05 Archive Past Tax Data
- 06 Simple, User-Friendly Dashboard
- 07 Multi-Device Access
- 08 Flexible Plans for Accountants and Firms
- 09 Always Compliant and Secure
Cloud-Based Tax Document Storage Solution
Keep your clients' tax documents secure with Stora Tax’s Digital Tax Vault. Store and access documents for up to 7 years with advanced encryption and 24/7 availability.
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Effortless Document Sharing
Share tax documents with clients and professionals securely within the platform, featuring end-to-end encryption for maximum security.
Manage and Organize Documents Efficiently
Organize multiple tax documents in one place, ensuring quick access, smooth management, and simple retrieval when needed.
Secure Collaboration with Clients
Collaborate seamlessly with clients and tax professionals, sharing documents, receiving feedback, and making adjustments in real-time, all within the secure platform.
Archive Past Tax Data
Safely archive previous tax data for easy access during audits or future reference, ensuring you’re always prepared for tax season.
Simple, User-Friendly Dashboard
Easily navigate through your tax documents and tasks, ensuring your focus stays on providing excellent service to your clients.
Multi-Device Access
Manage tax documents anytime, anywhere. Stora Tax’s platform is accessible on desktop or mobile devices, so you can stay connected on the go.
Flexible Plans for Accountants and Firms
Choose from a range of plans to best suit your personal or business tax management needs, ensuring the platform is tailored to your unique requirements.
Always Compliant and Secure
Stay compliant and ensure the security of sensitive tax information with Stora Tax’s end-to-end encrypted storage practices and secure tax portal.
Client Management Portal
Seamless Client Management Portal for Accountants, Tax Professionals and Accounting Firms
Stora Tax provides a powerful Client Management Portal that allows accountants, tax professionals, and accounting firms to manage their client relationships effortlessly. With the ability to add, organize, and track multiple clients, all within a secure and intuitive interface, you can streamline client interactions, manage documents, and ensure smooth workflows with our digital client portal.
Live Client Management Tracking
Keep track of your allowed, added, and remaining clients with real-time tracking.
Add Clients Easily with Password Protection
Add multiple clients securely by simply entering their first name, last name, email, and password.
Search Clients Instantly
Quickly find any client by searching their name or email address using the intuitive search bar.
View Client Details Effortlessly
Access detailed client information easily, with all relevant data at your fingertips.
Manage Document Sharing and Storage
Share, store, and request documents from clients directly through the portal.
Complete Tax and Workflow Tracking
Manage the full tax and document workflow for each client with complete visibility.
Secure Client Access
Provide clients with a secure portal to collaborate and stay current on their tax status.
User-Friendly Interface
The portal is designed to be easy to navigate for both tax professionals and clients.
Multi-Device Access
Manage clients and documents from any device, keeping you productive anywhere.
Track Client History and Progress
Monitor all client activities and documents in real-time for complete transparency.
Paperless Workflow
Eliminate the need for paper processes, streamlining every interaction.
Bank-Level Security
Keep client data safe with bank-level security across every interaction.
Effortless Rental Property Tax Management and Uber GST/QST Reporting for Tax Professionals
Stora Tax not only simplifies rental property tax management and Uber GST/QST reporting for accountants, tax professionals, and accounting firms, but also enhances your visibility and marketing reach. By showcasing your expertise through our platform, you connect with direct clients seeking trusted tax professionals, helping you grow your business while ensuring compliance and efficiency.
Organized Property Details
Manage property addresses, suites, and income types in a structured view.
Income and Expense Tracking
Record rents and expenses with uploads for receipts and supporting docs.
Automatic Tax Forms
Generate Form 1040 Schedule E and T776 deliverables instantly.
Export and Print Entries
Export clean summaries ready for filing or branded client packets.
Tax Tool Integration
Keep reports synced within Stora Tax for seamless team workflows.
Accurate Earnings Data
Maintain crystal-clear audit trails for every deductible expense.
Secure Document Vault
Store every rental and Uber report inside an encrypted portal.
Real-Time Data Sync
Changes to income or expenses update every report automatically.
Paperless and Compliant
Deliver bank-level security across US, Canadian, and Quebec filings.
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The Trusted Client Portal & Document Management Solution for Tax Professionals and Accounting Firms
Stora Tax is the go-to platform, providing a secure document management system and client portal for accountants, tax professionals, and accounting firms to streamline their tax workflows. With over 5+ years of industry expertise, we help professionals manage, share, and store tax documents effortlessly.
Frequently Asked Questions (FAQs)
Stora Tax is a cloud-based platform designed to help individuals and businesses securely share tax documents with tax preparers and financial professionals. The platform is built with end-to-end encryption to ensure that sensitive tax data is protected from unauthorized access.
We do not offer tax filing or advisory services; instead, we provide a safe, easy-to-use platform to store and share your tax documents.
Unlike traditional methods such as email or messaging apps, Stora Tax ensures that your documents are shared through a secure, encrypted platform. Emails and messaging apps can often be vulnerable to hacks, putting your sensitive financial information at risk.
With end-to-end encryption, Stora Tax protects your data from start to finish, guaranteeing only authorized parties can access your documents.
Security is our top priority. Stora Tax uses end-to-end encryption, meaning your documents are encrypted before they are uploaded and remain encrypted during storage and sharing. Only you and the people you authorize (such as your tax preparer) can access the files.
Our platform also includes two-factor authentication (2FA) to provide an additional layer of security for your account. We use secure cloud-based storage to ensure your documents are always safe from unauthorized access.
Yes, your tax preparer or financial professional can request missing or additional documents directly through the Stora Tax platform. You’ll receive a notification and can upload the requested documents with just a few clicks, making it easy to stay organized and avoid any delays during tax season.
Stora Tax supports a wide variety of common document formats, including PDF, Word, Excel, and image files (e.g., JPEG, PNG). This flexibility ensures you can upload and share all types of tax-related documents securely.
Our platform offers flexible storage options, allowing you to securely upload and manage your tax documents without any hassle. Depending on your subscription plan, storage limits may vary. Please refer to our pricing page for detailed information on storage options.
Sharing documents with your tax preparer is simple. Once your documents are uploaded, you can share them securely by selecting your tax preparer from your contact list. They will receive a notification and access to the specific files you've chosen to share. You have full control over who can view and download your documents.
Yes! Stora Tax is a cloud-based platform, which means you can access and manage your documents from anywhere with an internet connection. Whether you're at home, in the office, or on the go, your documents are always available.
Additionally, we offer two-factor authentication (2FA) for enhanced security, ensuring only you can access your account and documents, no matter where you log in from.
Yes, you can store your tax documents as you go throughout the year. This means no more last-minute stress trying to find documents during tax season—your records will be safely stored and organized for when you need them.
We are actively developing tools to address additional tax needs, such as managing rental income and other specialized tax requirements. These tools will make it even easier to organize your tax data for different income streams.
Yes, Stora Tax allows you to securely store and archive copies of your tax returns, including data from previous years. This ensures that you always have easy access to your past filings, helping you stay organized and be ready for any income tax audits from the government.
No, Stora Tax does not provide tax filing or advisory services. Our platform focuses solely on helping you securely store and share tax documents with your tax preparer or financial professionals. We aim to make the document management process as seamless as possible.
- If you wish to cancel your account, you can do so by navigating to the account settings section in your dashboard and selecting the option to delete your account. Please note that once your account is deleted, all stored documents will be permanently removed from our platform.
If you have any concerns or need assistance with cancellation, feel free to contact our support team.
You can easily sign up by visiting our registration page. After signing up, you can begin uploading, managing, and sharing your tax documents with tax preparers and financial professionals. It’s quick and easy to get started.
Our support team is always here to help. If you have any questions or encounter any issues while using Stora Tax, feel free to contact us through our support page, and we’ll be happy to assist you.
Yes, we offer a free trial so you can experience the features and benefits of Stora Tax before committing to a paid subscription. During the trial, you’ll have access to the full suite of features, including secure document sharing, storage, and collaboration with tax preparers.
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