OfficeFlow Tax Book a demo

Run your entire tax office.

Client portal, e-signature, printing from your tax software, preparer pay from your bank fee reports, bookkeeping and payroll compliance. One sign-in for your whole team, one price for your whole office.

Book a demoSee what’s in it

Built by Trinity Tax Group, a working tax office in West Monroe, Louisiana, and run there every season.

What you’d pay this yearMove line 1 to match your office
1
People in your office who sign inPreparers, partners, front desk
5
2
TaxDome Pro$1,000 per person, per year
$5,000
3
OfficeFlow TaxWhole office, any number of people
$500
4
You keep (line 2 minus line 3)
$4,500
Line 2 uses TaxDome’s published Pro price, billed yearly, as of October 2026. Check their site for current pricing.
youroffice.com
The office side of OfficeFlow Tax: every client’s return with its status, preparer and due date

Every return, its status and who’s on it. Your office’s name and logo, at your own web address. The office shown is made up.

Your whole season in one place.

Made for offices that sell bank products and run a team. Everything below is included in the one price.

Client portal
Clients upload documents from their phone, fill in the organizer, message you and book appointments. A checklist shows what you still need.
E-signature included
Clients review and sign their 8879 and other forms on their phone. Signed copies go straight to their documents. No per-signature fees.
Print from your software
Print a return from your tax software and it lands in the client’s folder, ready to deliver and sign. Custom setup for your software.
Pay your team in a few clicks
Upload your weekly bank product fee report. Each team member’s pay is calculated automatically, with detailed statements emailed to them, keeping tax season simple.
Your team’s own portals
Staff, partners and trainees each sign in to their own portal and see only their clients. Trainees get lessons. Ambassadors see their referrals and payouts.
Texting
Two-way texts with clients, appointment reminders and “your return is ready” updates. We set it up for you.
Bookkeeping
Upload a client’s bank statements as PDF or CSV, sort with rules, reconcile, and send monthly reports to their portal.
Payroll compliance
Each payroll client gets a filing calendar that fills itself in: quarterly 941s, the 940, W-2s, 1099s and state returns, with due dates. Clients upload their payroll company’s reports, and filed copies land in their portal. Paychecks stay with the payroll company they already use.
Move over from TaxDome
We bring your clients and their files over, so you don’t start the season from scratch.
Works like an app
Clients and your team add it to their iPhone or Android home screen and get notifications. Nothing to download from an app store.

How a return moves through your office.

  1. The client sends their documentsFrom their phone, checked off against their list.
  2. You prepare it in your tax software and printThe return lands in their folder in the portal.
  3. The client reviews and signs on their phoneThey get a text and an email that something is waiting. Nothing private is in the message, just a link to sign in.
  4. They follow it to “Refund funded”Status updates show on their home screen, so fewer “where’s my refund?” calls.
A client’s home screen on a phone, showing their return in progress, their preparer and their bookkeeping

Keep your clients’ books after April.

Year-round bookkeeping for your self-employed clients, built into the same portal.

  • Upload bank statements as PDF or CSV; transactions are read for you
  • Rules sort the same charges for you every month
  • Reconcile to the statement, then lock the month
  • Profit & loss, balance sheet and Schedule C, sent to the client
  • Clients snap receipts and make invoices from their phone
youroffice.com
The Books window: a client’s bank transactions, some sorted by rules and some marked to sort

Your clients’ data stays yours.

Your own private copy

Each office runs on its own copy with its own database. No other office can see your clients.

Two-step sign-in

A code from your phone each time you sign in, for you and everyone on your team.

Nothing private in email or text

Messages only say something is waiting, with a link to sign in. Documents, amounts and tax details stay in the portal.

$500 a year per office

Or $70 a month.

  • No per-user fees: add your whole team
  • E-signature included
  • Bookkeeping and payroll compliance tools included
  • We set it up with you, including your data import and printer
  • Your office’s name, logo and web address

Book a demo.

Tell us about your office and we’ll set up a time to walk you through it, about 30 minutes on a call or video.

Demo requested.We’ll call or email you within one business day to set a time.

Rather talk now? Call Charles Hall at (318) 789-1374 or email admin@trinitytax1040.com.