# TaxFile Docs

- **Website:** <https://taxfiledocs.com>
- **Primary alias:** `taxfiledocs.com`

## Description

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.

## Industries

- 💰 Finance
- 💰 Accounting and Auditing _(under Finance)_
- 🖥 Computers Electronics and Technology
- 🖥 File Sharing and Hosting _(under Computers Electronics and Technology)_

## Logos & icons

- logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/id2_ESwPyN/w/186/h/225/theme/dark/logo.png?c=1bxid64Mup7aczewSAYMX&t=1791418873779)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Denim | #0f6cb2 | accent |
| Cornflower Blue | #6ba3ec | light |

## Fonts

- var(--font-default) — asset _(custom)_

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_Source: <https://brandfetch.com/taxfiledocs.com>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._