Secure tax work for
your whole firm
Encrypted intake, binding e-signatures and 7-year retention — in one quiet workspace.
Clients upload once into a branded portal — no email attachments, no chasing forms.
client documents
Three jobs, handled
end to end
Collect, sign, archive. Everything a filing season needs, with nothing in the way.
Collect
Branded client portals with end-to-end encryption. Requests, reminders and status in one list.
Sign
Legally binding, eIDAS-compliant signatures routed without leaving the file.
Archive
Immutable 7-year retention of returns, working papers and communications.
Signals from a
season on Axos
Aggregate numbers from firms filing on the platform last season.
per firm, peak week
within two days
in immutable storage
Bank-grade by default
AES-256 at rest, TLS 1.3 in transit, zero-trust access and SOC 2 Type II certified data centers. Built by former CPAs and security engineers.
“Axos transformed our tax season. Secure portals cut document collection by 40%, and the compliance features let me sleep at night.”
Jane Doe, CPA · Managing Partner, Doe & AssociatesTalk to someone
who has filed
Tell us about your firm and we will map your current intake process onto Axos — usually a 20-minute call.
Ready to secure your practice?
Free 14-day trial, no credit card. Join 500+ firms filing with Axos.