AiroTax gives every accounting firm a unified portal — manage clients, assign tasks, share documents, and communicate directly. No more email chains. One place. Everything.
AiroTax is a dedicated collaboration portal built for accounting firms and their clients. We eliminate the friction of scattered emails and disconnected tools — replacing them with one streamlined platform where client management, task tracking, QuickBooks connections, and compliance forms all live together.
Each firm gets its own workspace. Clients get a clean, simple interface. Accountants get complete visibility and control — including centralized management of every QuickBooks company profile.
Three core capabilities available today — built around how accounting firms and clients actually work together.
View and manage all your client profiles in one unified dashboard. Add, edit, and organize clients — no third-party database required. Your firm's directory, always in sync.
Create, assign, and track tasks with your clients — each with a built-in chat thread for direct, contextual communication. Keep conversations organized and never lose track of what was discussed.
The most powerful feature in AiroTax. Connect and manage all your QuickBooks Online and QuickBooks Desktop companies from one place. Control access per client — giving each one visibility into their own books without mixing firm data.
Send W9 form requests directly to clients through the portal. Clients complete and submit forms in one place — no email attachments, no chasing PDFs. Track submission status at a glance.
Build reusable workflow templates — Canopy-style — for recurring engagements like tax season, onboarding, and quarterly reviews. Assign a template and all tasks are created automatically.
Clients will be able to upload documents, and accountants will have organized folder structures to keep everything accessible. Secure, structured document sharing — no more email attachments.
From onboarding to daily collaboration — AiroTax is designed to feel instant.
Create your firm's workspace, add your clients, and configure your QuickBooks connections in minutes.
Send clients a secure portal link. They register and land in their own clean, private dashboard.
Create tasks with built-in chat, send W9 requests, and grant clients access to their QuickBooks data — all from one view.
Link QBO and QBD companies, assign and track tasks, and grow your practice without adding complexity.
Stop losing time to email threads and scattered spreadsheets. AiroTax gives you a structured, integrated, scalable workflow.
Eliminate the back-and-forth of emails. Manage every client interaction in one organized place.
Enhance client-accountant communication with per-task chat that keeps conversations in context.
Keep all clients, tasks, forms, and QuickBooks connections organized in one structured workspace — no more juggling multiple tools.
Grow your practice with a platform ready to integrate with new tools and features as your needs evolve.
Reach out and our team will walk you through AiroTax — no commitment required. We typically respond within one business day.