Extension WordPress par Happisoft
Tax Desk
Client portal for tax professionals: documents, e-signatures, invoices and payments, all on your own website.
Pro à partir de 299 $/an pour 1, 3 ou 25 sites Web
Choisissez votre forfait
Prix annuels. Chaque forfait comprend toutes les fonctions Pro, les mises à jour et le soutien par courriel pendant 12 mois.
Paiement sécurisé par Stripe. Votre clé de licence vous est envoyée immédiatement par courriel et affichée dans votre compte.
Voyez-le en action
Built for Canadian tax practices
Tax Desk turns your own WordPress website into a secure client portal for tax season. Your clients get one personal link: they answer a few questions, send their slips from their phone, sign and pay, in English or in French. You follow every file from one board, and automatic reminders chase what is missing so you don't have to.
No new app for your clients to install, no per-client fees, and your files stay on your own website (or in your own Google Drive).
Comment ça fonctionne
- Create the filing. Pick the client and what you are preparing: T1, T2, T3, T5, HST/GST, payroll, Québec TP-1 and CO-17. Tax Desk builds the document checklist.
- Your client gets one link. They answer a short questionnaire, upload slips (photos are fine), sign the engagement letter and pay the invoice, in their language.
- You follow everything on one board. See new uploads, files waiting 7+ days, unpaid invoices and returns waiting for a signature, then deliver the return for approval.
Pro features in detail
Smart questionnaire
Clients answer yes/no and multiple-choice questions ("Did you sell a property?", "Do you have children in daycare?"), and Tax Desk adds exactly the documents that apply to them. You can edit every question, show follow-up questions only when relevant, and build rules with one or several conditions. Next season, clients are reminded of what they sent last year.
E-signatures
Have the engagement letter, the T183 and the TP-1000 signed right on the client page. Clients confirm with a one-time code sent by email, and you get a signature certificate PDF with the date, IP address and document fingerprint.
Quotes, invoices and online payments
Bill any service, not only tax returns. Send a quote, let the client accept it online, convert it to an invoice in one click. Invoices include GST/HST/QST, your logo and a PDF copy. Clients pay by card, Apple Pay or Google Pay with Stripe, with PayPal, or by Interac e-Transfer. Unpaid invoices are reminded automatically, and you can hold the return until the invoice is paid.
Return delivery and approval
Upload the finished return and supporting documents. Your client reviews them, approves online, and downloads their copies whenever they need them.
Team workspace
Give each preparer and assistant their own login and their own clients, in a clean office app on your website, outside wp-admin. Talk with clients through secure messages attached to each filing.
Security and privacy
Two-step sign-in for everyone who can see client files, an activity log of who viewed or downloaded what (with CSV export), and retention rules that clean up old files automatically. Designed with PIPEDA and Québec's Law 25 in mind.
Free or Pro?
| Feature | Free | Pro |
|---|---|---|
| Client page with document checklist and secure uploads | ✓ | ✓ |
| Board, filing types, tax seasons, automatic reminders | ✓ | ✓ |
| English and French, your logo and colours | ✓ | ✓ |
| Smart questionnaire and "last year you sent us…" | — | ✓ |
| E-signatures (engagement letter, T183, TP-1000) | — | ✓ |
| Quotes, invoices, online payments and payment reminders | — | ✓ |
| Return delivery with client approval | — | ✓ |
| Client import, team accounts, messages, Google Drive | — | ✓ |
| Two-step sign-in, activity log, retention rules | — | ✓ |
| Updates and email support | Community | 12 mois |
Requirements
- WordPress 6.5 or later, PHP 7.4 or later
- The free Tax Desk plugin (Pro is an add-on)
- For online payments: a Stripe and/or PayPal account
- Works with any theme. The client page can also run as a clean standalone page with your logo.
Ce que Pro ajoute
- Smart questionnaire that builds each client's document checklist
- "Last year you sent us..." reminders
- E-signatures for the engagement letter, T183 and TP-1000
- Quotes and invoices with GST/HST/QST, paid online by card or PayPal
- Return delivery with client approval
- Import your clients from a spreadsheet
- Team workspace with staff accounts and secure messages
- Google Drive storage
- Two-step sign-in, activity log and retention rules
Questions
Comment fonctionne la licence?
Vous recevez une clé de licence unique, valide un an à compter de votre achat. Collez-la dans l'extension pour débloquer les fonctions Pro sur votre ou vos sites.
Que se passe-t-il après un an?
Avec le renouvellement automatique, votre licence est prolongée chaque année et rien ne change. Sinon, nous vous envoyons un rappel avant l'expiration; si la licence expire, les fonctions Pro sont verrouillées jusqu'au renouvellement. Vos données ne sont jamais supprimées.
Puis-je déplacer ma licence vers un autre site?
Oui. Désactivez-la sur l'ancien site (ou depuis votre compte) et activez-la sur le nouveau. Les sites locaux et de préproduction ne comptent pas dans votre limite.