Jaxmo Tax Client Portal
Tax Preparer Portal
Only for iPhone
Free
iPhone
Securely share tax documents and communicate with your tax preparer.
Jaxmo Tax Client Portal is a secure mobile app designed for clients of tax preparation offices that use Jaxmo's web platform. If your tax preparer has invited you to use this app, you can upload documents, track your filing progress, and communicate with your preparer — all protected with end-to-end encryption.
Securely scan and upload tax documents using your phone's camera. Track exactly where your return stands through every stage, from received to filed. Chat with your assigned preparer in real time with encrypted messaging.
Manage your personal information, dependents, and filing details in one place. A guided onboarding process walks you through everything your preparer needs to get started. Available in English and Spanish.
Only you and your preparer can access your information.
Note: This app requires an invitation from a participating tax preparation office. It is not a standalone tax filing service.
Ratings & Reviews
What's New:
- Improved new account verification: enter a code instead of clicking a link
- Improved password reset verification: enter a code instead of clicking a link
The developer, Jaxmo Solutions LLC, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Linked to You
The following data may be collected and linked to your identity:
- Contact Info
- User Content
- Identifiers
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- Jaxmo Solutions LLC
- Size
- 38.1 MB
- Category
- Finance
- Compatibility
Requires iOS 15.1 or later.
- iPhone
Requires iOS 15.1 or later. - iPod touch
Requires iOS 15.1 or later.
- iPhone
- Languages
- English
- Age Rating
4+
- 4+
- Contains
Messaging and Chat
- Copyright
- © 2026 Jaxmo Solutions LLC