VYAXYour tax returns are complicated enough. Your client process shouldn’t be.
VYAX is a secure client portal and practice management platform for tax preparers, accountants, and small firms. It gives you one simple place to manage client intake, documents, messages, e-signatures, invoices, and the workflow around every return.
Free forever for up to 3 clients · No credit card required
¡Hablamos español!Portal y soporte en español · Ver esta página en español →
Everything your clients need. In one place.
- Send intake
- Collect documents
- Get signature
- Get paid
One clear process for you. One simple experience for your clients.
Not a feature tour. One client, start to finish.
Follow a sample client — Daniela Reyes — from first invite to filed-and-paid.
Sample client · W-2 + freelance income · prefers Spanish
She joins your book.
Add Daniela and she gets an invite to set her password and open your branded portal.
Invite → portal in minutesdaniela@example.com
Tax year 2026
Tax year 2026
She answers the intake herself.
One toggle flips the whole portal between English, Spanish and French, so Daniela answers the intake on her own time.
EN · ES · FR, one toggleHer documents land in one organized place.
Uploads are filed under her name, with a checklist showing exactly what’s still missing.
Checklist + missing-document trackingQuestions get answered in the portal, not in your inbox.
Secure messaging keeps every question attached to her file instead of buried in your inbox.
Messaging tied to the client fileYou send the 8879 and the engagement letter. She signs.
Place the signature and date fields once, send, and she signs right from her phone.
Draw or type a signature · saved signaturesShe pays the invoice in the portal.
She pays by card, and the funds land straight in your connected Stripe account.
Invoices & card payments via StripeYour whole book stays on one dashboard.
Every client, what’s waiting on them, and what you’ve collected — one screen instead of five tabs.
What needs attention todayAbout this example
The client and figures above are a sample for illustration, not a real customer.
Start free. Upgrade when your practice grows.
Every price is public. Paid plans are billed once a year; the monthly figure is shown for reference.
Free
- 3 active clients
- 2 GB storage
- 5 e-signature requests / month
- Client intake, engagement letter, documents & messaging
- Basic reminders & analytics
- Learning Center + Trivyax
- Invoices & payments
Starter
- 50 active clients
- 7 GB storage
- 75 e-signature requests / month
- 75 invoices & 75 client payments / month
- Automated reminders
- Everything in Free
- Booking system
Premium
- 250 active clients
- 15 GB storage
- Unlimited e-signatures, invoices & payments
- Advanced reminders & analytics
- Booking system
- Custom branding
- Priority support
Enterprise
- Unlimited clients & storage (for 251+ clients)
- Everything in Premium
- Team supervision
- Firm website included
- Dedicated support
See pricing terms
Card payments run on Stripe. VYAX keeps a 5% platform fee per paid invoice and covers Stripe’s processing fees out of it — you don’t pay a separate per-transaction fee. Firm website is an optional add-on on Starter and Premium.
See what you’d save.
Tick the tools you pay for today. Prices are each vendor’s published list price, checked on September 20, 2026.
Preparers in your firm
VYAX plan
Each preparer has their own VYAX account. Shared team workspaces (roles, shared clients) are on Enterprise.
Tools you pay for today
With these tools VYAX wouldn’t save you money — tick the ones you actually pay for.
Start freeSee pricing terms
Prices are each vendor’s public list price when we checked (September 20, 2026); they change often and some require multi-year commitments or a demo for the full quote. TaxDome’s figure is $700 per seat per year on a 3-year commitment. Features and limits differ by vendor — compare what you actually need before switching. VYAX is billed annually; the monthly figure is the annual price divided by 12.
Everything you’d want to ask first.
Do my clients need to install anything?
No. The client portal runs in whatever browser they already have, on a phone or a computer.
What languages does it support?
English, Spanish and French, for both the preparer dashboard and the client portal, with a one-tap toggle.
See more questions
How do payments work?
Clients pay invoices by card in the portal through Stripe. The money goes to your own connected Stripe account, less a 5% platform fee that also covers Stripe’s processing fees. VYAX never holds client funds.
Is my clients’ data secure?
Data is encrypted in transit and at rest, access is protected with optional two-factor authentication, and every action on a client account is recorded in an activity log. See our Trust Center for details.
Do you send text messages to clients?
Text alerts (new message, return ready to sign, appointment reminders) are being rolled out on paid plans. Clients opt in with a verified phone number and can reply STOP at any time. Email notifications work today.
Can I try it before paying?
Yes — the Free plan covers up to 3 clients with no credit card and no time limit, so you can run real clients through the whole workflow first.