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8 AI-powered modules. Real-time client communication. White-label branding. Modules from $20/user/month.
Our AI engine extracts data from W-2s, 1099s, and bank statements in seconds — eliminating manual data entry and reducing errors by 90%.
Clients upload documents, track their return status, chat with their preparer, sign documents, and make payments — all from one login.
AI-prioritized pipeline that tells your staff exactly what to work on next. Urgent items surface automatically, deadlines are tracked, and nothing falls through the cracks.
Chat, SMS, email, voice, and video — all threaded into a single conversation per client. No more switching between apps or losing context.
Replace every instance of SaintCoreTax with your firm's name, logo, and colors. Clients never know they're using a platform — it looks like yours.
SaintCoreTax
Hi Marcus
Estimated Refund
$2,847
Tax Preparation
In Preparation — Step 4 of 8
Your clients see this
What your clients see
Logo, colors, favicon, and email templates — all configurable from your admin panel.
Use your own domain (e.g., portal.yourfirm.com) at no additional cost.
Your branding carries through to the mobile app — consistent experience across all devices.
Serve walk-in clients professionally without extra software. iPad kiosk check-in, TV display board, and real-time queue updates keep your lobby running smoothly.
Pull official IRS transcripts in minutes, not days. Five transcript types supported with Form 8821 consent workflow and AI-powered analysis.
Notarize documents from anywhere, legally and securely. Full RON workflow with video, identity verification, and tamper-evident certificates.
Move beyond reactive tax prep. Give every client a personalized strategy backed by AI-driven recommendations, quarterly touchpoints, and client-ready branded reports.
Not just software — a growth engine for your practice. Bundle discounts, automation, and built-in tools designed to help you serve more clients and earn more revenue.
Admin & Analytics
Revenue dashboards, pipeline analytics, staff performance, pricing engine, bulk operations, and more — everything your back office needs in one place.
Mobile App
Clients upload documents, track progress, and chat with their preparer. Staff manage pipelines and respond on the go.
Client app
Staff app
Security & Compliance
Your clients trust you with their most sensitive data. We built every layer to honor that trust.
All documents encrypted at rest and in transit. Pre-signed URLs ensure time-limited, user-scoped access.
Built to meet IRS data security requirements, FTC Safeguards Rule, and state breach notification laws.
Six granular roles with API-level enforcement. Staff see only their assignments. Clients see only their data.
Every login, document access, payment, and configuration change logged with user, timestamp, and IP.
Integrations
Payments, communications, storage, e-signatures — we integrate with the tools you already use.
Modules
Each module is priced per user per month. Bundle 3+ for 10% off, 5+ for 15%, or 7+ for 20%.
Start your 14-day free trial. No credit card required. Pick your modules and go live in minutes.
Everything you need to know about SaintCoreTax.