TaxAssembly Professional
Organize tax work the way your firm actually works
Client files, document preview, and internal memos in one workspace — built by a tax professional for day-to-day prep.
- Client Portal
- Status & files
- Preview
- Inline documents
- Memos
- Team notes
Client portal
One place for every client file
Track status, keep notes, and discuss the return with your team — without switching tools.
Track
Workflow, checklist, memos, and documents in one view.
Record
Client details and updates stay organized with the file.
Discuss
Review the return with your team on the same page.
Document preview
Work from the document itself
Upload files, open current or prior-year docs, and copy values without leaving the client workspace.
Upload
JPG, PNG, HEIC, PDF — keep source docs with the client.
Access
Current and prior-year files, ready when you need them.
Work
Copy and paste directly from the inline preview.
Also available
Teaching in the classroom?
TaxAssembly Education uses the same client-file approach for students — realistic cases, documents, and firm-style workflow.