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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.

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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/HST/QST reporting - designed to simplify workflows and boost productivity.

Easily share tax documents with multiple clients through our in-app sharing tool, backed by end-to-end encryption for maximum security.

Store client tax documents securely for up to 7 years and maintain an organized archive of tax returns, making document retrieval fast and simple.

Simplify rental property tax management with tools to create and prepare tax forms for clients in both the USA and Canada.

Efficiently create and manage GST/HST/QST reporting, ensuring compliance with ease.

Handle sharing, storage, and generation of taxation documents, including rental property taxes and Uber GST/HST/QST reporting, all in one place.

Get listed in the Stora Tax professional directory, connecting you with direct clients who are seeking trusted tax experts.

Access, manage, and share documents from anywhere with our secure, cloud-powered storage system, ensuring flexibility for remote work.

Request and gather documents from clients effortlessly using our intuitive tools designed to streamline the process.

Offer clients a secure, professional portal for uploading, downloading, and managing documents, enhancing collaboration and satisfaction.

Share sensitive information with confidence using secure, password-protected file sharing for peace of mind.

Reduce paper handling and streamline workflows with fully digital solutions for managing client tax documents.

Deliver an exceptional experience by combining professional tools, secure systems, and efficient workflows tailored to accountants, accounting firms, and tax professionals.
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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.

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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.

Keep track of your allowed, added, and remaining clients with real-time tracking.

Add multiple clients securely by simply entering their first name, last name, email, and password. All data is protected to maintain client confidentiality.

Quickly find any client by searching their name or email address using the intuitive search bar, saving time and improving workflow efficiency.

Access detailed client information easily, with all relevant data at your fingertips for better management and faster response times.

Share, store, and request documents from clients directly through the portal, keeping all communications and files in one place.

Manage the full tax and document workflow for each client, ensuring you have a complete track record of interactions and progress.

Provide clients with a secure tax portal to access their documents, collaborate with you, and stay up-to-date on their tax status.

The portal is designed to be easy to navigate, offering a seamless experience for tax professionals and clients alike.

Manage clients and their documents from any device, ensuring you stay connected and productive whether you're at the office or on the go.

Monitor all client activities and documents in real-time, ensuring transparency and efficient management of client data.

Eliminate the need for paper documents and processes, streamlining client interactions and increasing efficiency.

Keep client data safe with bank-level security, ensuring sensitive tax information remains protected at all times.
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Buy Now! All-in-One Client Portal & Document Management Solution

Take advantage of exclusive, limited-time deals on our secure client portal and document management solutions, designed for accountants, tax professionals, and accounting firms. Don’t miss this opportunity - Buy Now!

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Rental Property Management & Uber GST/HST/QST Reporting

Effortless Rental Property Tax Management and Uber GST/HST/QST Reporting for Tax Professionals

Stora Tax simplifies rental property tax management and Uber GST/HST/QST reporting for accountants, tax professionals, and accounting firms. Whether managing rental income taxes for clients in the USA and Canada or handling GST/HST/QST reporting for Quebec Uber drivers, our platform automates the process, ensuring compliance and efficiency.

Manage rental property details, including addresses, apartment numbers, and income types, in a structured and accessible format.

Record rental income and expenses effortlessly, with options to upload proof of expenses for accurate reporting and compliance.

Generate Form 1040 Schedule E for the USA and T776 for Canada automatically, ensuring tax professionals can easily prepare accurate reports for clients.

Quickly export and print rental tax reports for seamless integration into tax filing and client documentation.

Store, share, and manage rental tax reports directly within Stora Tax’s tax management tool, ensuring smooth client workflows.

Track Uber driver earnings, expenses, and tax calculations automatically, simplifying GST/HST/QST reporting for Quebec-based clients.

Keep a clear record of Uber driver income and business expenses to ensure accurate GST/HST/QST filing and maximize tax deductions.

Store all rental property and Uber GST/HST/QST reports in a secure cloud-based tax portal, ensuring documents are easily accessible when needed.

Updates to rental income, expenses, or Uber driver earnings instantly reflect in tax reports, keeping client records up to date.

Reduce paperwork and streamline workflows with bank-level security, ensuring compliance with US, Canadian, and Quebec tax regulations.
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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 an all-in-one tax client portal software designed for tax professionals, accountants, and accounting firms. It provides a secure tax portal to manage, share, and store tax documents while streamlining client communication and tax workflows.

Stora Tax offers bank-level security with end-to-end encrypted file sharing for accountants, ensuring that all tax documents remain confidential and protected against unauthorized access. It’s a secure file-sharing solution for accountants and tax professionals.

Yes! Stora Tax serves as a client portal for accountants and accounting firms, offering a dedicated accountant-client portal software that simplifies document sharing, tax preparation, and client collaboration in one centralized platform.

Stora Tax includes a tax agent portal with client management software for accounting firms, allowing professionals to add, manage, and track multiple clients, securely store their tax records, and facilitate smooth document exchanges.

Stora Tax is one of the best client portals for accountants, offering an intuitive client portal software for accountants that combines secure document storage, client collaboration, and tax workflow automation in one powerful tool.

Absolutely! Stora Tax provides secure file sharing for accountants, enabling firms to share tax returns, financial statements, and other sensitive documents with clients and team members safely.

Stora Tax offers a secure tax client portal and advanced document management system designed for accountants and tax professionals. Key features include secure file sharing, client management, paperless workflow automation, rental property tax management, Uber GST/QST reporting, customizable document requests, and cloud-based tax document storage. With seamless integration into existing accounting software, Stora Tax helps firms streamline tax workflows and enhance client collaboration.
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