Skip to main content

WordPress plugin by Happisoft

Tax Desk

Client portal for tax professionals: documents, e-signatures, invoices and payments, all on your own website.

Pro from $299/year for 1, 3 or 25 websites

Choose a plan →Download the free version

Choose your plan

Prices are per year. Every plan includes all Pro features, updates and email support for 12 months.

Solo

1 website

$299/ year

Most popular

Practice

3 websites

$499/ year

Agency

25 websites

$999/ year

Secure payment by Stripe. Your licence key is emailed right away and shown in your account.

See it in action

One board for the whole season: new uploads, files waiting too long, unpaid invoices and signatures at a glance.
Clients answer a short questionnaire (here in French) and get only the documents that apply to them.
The engagement letter, T183 and TP-1000 are signed on the client page with a one-time code.
Invoices with HST/GST/QST, paid by card, PayPal or Interac e-Transfer.
Quotes and invoices for any service, with outstanding, overdue and received amounts.
Each filing gathers status, messages, signatures, billing, the questionnaire and the checklist.
Edit the questions and the documents each answer adds to the checklist.

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).

How it works

  1. 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.
  2. 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.
  3. 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 months

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.

What Pro adds

  • 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

How does the licence work?

You receive a unique licence key, valid for one year from your purchase. Paste it in the plugin to unlock the Pro features on your site(s).

What happens after one year?

With automatic renewal, your licence is extended every year and nothing changes. Without it, we remind you before the expiry date; if the licence expires, Pro features are locked until you renew. Your data is never deleted.

Can I move my licence to another site?

Yes. Deactivate it on the old site (or from your account) and activate it on the new one. Local and staging sites do not count towards your limit.