Stop Chasing Clients for Documents.Start Closing Tax Returns.
Automate your document collection. Your clients upload, your team reviews, and everything is tracked. Fast, secure, and professional.
No credit card required · 7-day free trial · Cancel anytime
Documents lost in WhatsApp threads
A Document Center organized by client and tax year — nothing gets lost again.
How It Works
Get started in three simple steps
Create Your Firm
Sign up in 60 seconds. No credit card required.
Invite Your Clients
They get a branded portal instantly.
Collect & Organize
Documents flow in automatically. Your team reviews.
See Promax TaxStreamLine in Action
Everything Your Firm Needs
Purpose-built tools to manage the entire tax document lifecycle — from solo practitioners to multi-office firms.
Document Management
Securely collect, organize, and deliver tax documents with yearly archives and category tracking.
Smart Checklists
Automate document collection with smart checklists and real-time notifications, so your team stops chasing clients during tax season.
Secure Messaging
Built-in encrypted messaging between your team and clients. No more lost emails or unsecured attachments.
Client Portal
White-labeled portal with your firm's branding. Unlimited clients upload documents and track progress as your practice grows.
Works With Your Tax Stack
Bulk import and export in the formats your tax software already reads, so documents flow between Promax TaxStreamLine and your existing tools.
Firm Analytics
Track team performance, document completion rates, and client engagement from a single dashboard.
Trusted & Compliant
See exactly how we protect your clients' data.
GLBA-Aligned Security Controls
GLBA-aligned security controls: AES-256 encryption in transit and at rest, immutable audit trails, and strict per-firm data isolation.
SOC 2 Type II Infrastructure (Inherited)
Hosted on AWS data centers covered by independent SOC 2 Type II audits. Application-level certification is on our roadmap.
AES-256 Encryption
Your documents are protected with the same encryption standard used by banks and financial institutions.
Stripe Verified
Payments processed by Stripe, a global leader in online transaction security, with no card data stored.
Long-Term Secure Document Archival
Built to support your firm's compliance workflows and record-retention policies.
Daily Automated Backups
Your data is backed up automatically every day, ensuring nothing is lost even in case of a technical failure.
Peace of Mind, Built Into Every Layer
Your clients trust you with their most sensitive financial data. Promax TaxStreamLine safeguards it with the same standards used by leading financial institutions — so you can focus on what matters most: your practice.
Individual Privacy Architecture
Every firm operates within an exclusive, encrypted digital environment. Your information is protected by restricted access layers, ensuring only authorized users can manage your data.
24/7 Monitoring & Auditing
Every action is tracked in our sequential Audit Log system. You will always know exactly who accessed what and when, for total peace of mind.
Total Control over Files
You decide how long your data is kept. We offer total transparency and permanent deletion whenever you request it.
Accounting Standards Ready
Our architecture is built to meet the privacy and security requirements expected by accounting and finance professionals (GLBA & IRS).
What running Promax TaxStreamLine looks like
Anonymized, illustrative scenarios based on how firms typically use the portal — not verified customer quotes.
“Instead of ten email threads per client, everything lives in one checklist. My team stopped losing attachments in inboxes.”
Managing Partner, small CPA firm
Miami, FL
Illustrative example, not an actual customer quote.
“Clients upload documents in their own language and I get a notification the moment a checklist item is done.”
Enrolled Agent
Newark, NJ
Illustrative example, not an actual customer quote.
“The audit log alone made our internal review process faster — we can see exactly who touched a file and when.”
Office Manager, tax preparation office
Houston, TX
Illustrative example, not an actual customer quote.
Trilingual client portal (EN/ES/PT)
Full audit log on every document
AES-256 encrypted storage
5 plan tiers, from free trial to enterprise
Simple, Transparent Pricing
Start with a 7-day free trial. No credit card required.
Free Trial
All features unlocked. No credit card required.
What's included
- Document checklists
- Document upload & download
- Secure messaging
- Multi-language (EN/PT/ES)
- 6 default departments
- Custom departments
- Tax Organizer
- Custom checklist templates
- White Label (Your Brand)
- Custom login URL
- Electronic Signature
- Email notifications
- Financial records & invoicing
- Full audit logs
- Priority support (SLA)
- AI Pre-Audit
Starter
For solo practitioners running a lean book of clients.
What's included
- Document checklists
- Document upload & download
- Secure messaging
- Multi-language (EN/PT/ES)
- 6 default departments
- Custom departments
- Tax Organizer
- Custom checklist templates
- White Label (Your Brand)
- Custom login URL
- Electronic Signature
- Email notifications
- Financial records & invoicing
- Full audit logs
- Priority support (SLA)
- AI Pre-Audit
Growth
For growing firms that need white-label and automation.
What's included
- Document checklists
- Document upload & download
- Secure messaging
- Multi-language (EN/PT/ES)
- 6 default departments
- Custom departments
- Tax Organizer
- Custom checklist templates
- White Label (Your Brand)
- Custom login URL
- Electronic Signature
- Email notifications
- Financial records & invoicing
- Full audit logs
- Priority support (SLA)
- AI Pre-Audit
Scale
For established firms with a full portfolio and audit needs.
What's included
- Document checklists
- Document upload & download
- Secure messaging
- Multi-language (EN/PT/ES)
- 6 default departments
- Custom departments
- Tax Organizer
- Custom checklist templates
- White Label (Your Brand)
- Custom login URL
- Electronic Signature
- Email notifications
- Financial records & invoicing
- Full audit logs
- Priority support (SLA)
- AI Pre-Audit
Enterprise
Dedicated infrastructure, onboarding and SLA support.
What's included
- Document checklists
- Document upload & download
- Secure messaging
- Multi-language (EN/PT/ES)
- 6 default departments
- Custom departments
- Tax Organizer
- Custom checklist templates
- White Label (Your Brand)
- Custom login URL
- Electronic Signature
- Email notifications
- Financial records & invoicing
- Full audit logs
- Priority support (SLA)
- AI Pre-Audit
All prices in USD. Save 20% with annual billing.
Typical data transfer usage included. Atypical volumes may be reviewed with our team.