TaxAssembly Professional

A workspace for organizingTax work

📁 Client Portal
🔍 Document Instant Preview
💬 Client Internal Memo

All in one place

Designed by a tax professional

Try DemoTaxAssembly Education

Firm workspace

Client Portal

See client status, documents, and communication in one place.

  • Track

    Workflow, checklist, memos, and documents—all in one place.

  • Record

    Keep client details, notes, and updates organized.

  • Discuss

    The client's tax return with your team—on the same page.

TaxAssembly client portal

Document preview

Document Instant Preview

Upload, browse tax years, and copy values from the same inline preview—without leaving the client workspace.

  • Upload

    Any file—JPG, PNG, HEIC, PDF—all in one place

  • Access

    Current and prior-year client files

  • Work

    Directly from the preview—copy and paste effortlessly

Teaching tax in the classroom?

TaxAssembly Education helps students practice on realistic client cases, real forms, and firm-style workflow.

TaxAssembly Education