Streamline your clients onboarding

Save time and make for incredible first impressions by collecting everything you need from clients online. Collect information, tax documents, receipts and even payments in an online experience both you and your new client will love.

Save hours of work per employee each week

Automate and eliminate tedious administration so you and your team can spend time on more productive work.

Look and act big

With Nextax, you can create a custom onboarding page and client submissions—no development required. The best part? Clients get funneled directly into the platform.

Increase your bottom line

Nextax's communication and automation features increase your capacity to take on new clients and increase your firm's revenue.

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