Last verified: October 3, 2026
We keep building, and we would rather tell you about it than hope you notice. Here is what has landed on the platform recently, said plainly — including who it is included for and who it is not.
Clients can now ask to be texted when something needs them: you sent a new message, a return is ready to sign, an appointment is 24 hours away, or a reminder has gone unanswered by email. They opt in themselves from their own portal — they enter their mobile number, we text a six-digit code to prove it is theirs, and only then are alerts switched on. A text never contains tax details, every message includes how to stop, and replying STOP turns it off immediately.
Text alerts are part of the paid plans (Starter and up) and are not available on Free. You can pause them for all your clients with one switch in Settings → Automation, and the same card shows how many texts went out this month and how many clients opted in. The details are in our SMS messaging policy.
Open any client's Overview and you will find a Tax Organizer for each tax year. It is built from the same form preparers already know, but it starts pre-filled from the answers the client gave in their intake that year, so you are confirming instead of retyping. It opens as sections that ask "does this apply?" first, so a client with no rental income never sees the rental questions. You can edit anything, and download a branded PDF in English, Spanish or French. Only the last four digits of an SSN or account number are ever stored in it.
Why a structured organizer matters in the first place is covered in this article.
The assistant inside the preparer dashboard is built on VYAX's own product knowledge, and it can answer questions about your own account — your plan, your client count — directly instead of sending you to a help article. For anything it cannot settle, a tracked support ticket is one click away.
The Support Center now starts with VYAX Docs, the Academy and a short FAQ, so most answers are one click away. When you do need us, "Contact us" opens a ticket with its own history. Response time depends on your plan: within 72 hours on Free, 48 hours on Starter and 24 hours on Premium. Every ticket you have opened stays visible in your ticket history.
Free, Starter, Premium and Enterprise all include the client portal. Your clients upload documents, answer their intake, sign and message you from the same place, whatever plan you are on. What changes between plans is volume and extras, not whether your clients get a real portal.
Software for a tax practice should not feel like a faceless vendor. You can find us on Facebook, LinkedIn and Instagram, and a real person answers when you write to us.
It also shows up in small things. We remember the dates that matter: a note on your birthday, a thank-you on the anniversary of the day you joined, and a greeting at New Year, Thanksgiving and Christmas. And when we ship something new, we tell you about it, rather than leaving you to discover it. If a message ever feels like too much, every one of them has an unsubscribe link.