TaxFile is a document storage and sharing platform designed for solo tax preparers and small tax offices, with tools also available to individuals and self-preparers. Founded by tax preparer Eric McKenney, the service focuses on helping users manage sensitive tax records securely and meet document-retention and data-safeguarding requirements. Clients can upload documents through a free portal, while preparers organize files by tax year and document type, share them securely, and access an audit trail.

The platform supports tax returns, W-2s, and other supporting documents, and includes encrypted cloud storage, e-signatures, payment links, and an AI Tax Assistant for tax-related questions. TaxFile offers plans for practices of different sizes, from a no-cost, 12-month trial to paid subscriptions with unlimited client portals and varying numbers of preparer accounts and document-retention periods. The company positions its service as a focused, lower-cost alternative to broader practice-management platforms, with straightforward setup and no need for an IT department