Mount every client's tax safe directly to your PC as a Z: drive. Access data at hard-drive speed via Virtual Drive.
SOC2 Type II • HIPAA • AES-256
Global Vault View
Michael Johnson
5 Docs Added (AI Sorted)
12.4 GB
Sarah Davis Corp
K-1 Extraction Active
84.2 GB
Clients hate uploading. You hate downloading. Portals are bottlenecks for data. TaxFort Firm OS creates a direct encrypted local-to-cloud path.
Direct intake of information returns (1099s) instantly from the IRS to client safeboxes.
Secure infrastructure sharded across S3 and B2, but behaves like a high-performance local disk for your staff.
Granular IAM policies. Accountants only see assigned client Safes—metadata is separated from data.
Start free as a solo practitioner and scale your infrastructure as your client safe volume grows.
Perfect for independent CPAs starting their digital journey.
Complete infrastructure for growing professional practices.
High-compliance backbone for national-scale tax firms.
We handle the SOC2 auditing, the cloud mounting, and the AI sorting. You handle the tax strategy. Join 500+ top-tier firms.