01
Branded client portal
Give clients a consistent place for documents, updates, messages, and tax information.
THE MODERN TAX OFFICE PLATFORM
Your office. Your brand. One workspace.
A unified workspace designed to help independent tax offices organize client tax work, team operations, documents, communication, and workflow under their own brand.
CLIENT OPERATIONSOne organized place for every engagement
TEAM WORKFLOWClear ownership from intake through completion
YOUR BRANDA professional client experience that feels like you
ONE CONNECTED EXPERIENCE
Built around the way a real tax office works
Bring core operations together without forcing your clients or staff to navigate a patchwork of disconnected tools.
02
Office workflow
Help teams understand what is ready, what needs attention, and who owns the next step.
03
Flexible data connections
A connector-ready foundation for the spreadsheet and office tools firms already use.
INDEPENDENT, NOT ALONE
Your business stays at the center
My Tax Workspace is built for offices that want enterprise-quality organization while preserving their own relationships, identity, processes, and growth.
Your office identity
Configure logos, colors, office information, and the customer-facing experience from one setup area.
Permission-based access
A role foundation for owners, administrators, professionals, operations staff, and clients.
Designed to grow
A product foundation for subscriptions, connectors, and isolated office workspaces.
SIMPLE ANNUAL PLANS
Choose the workspace that fits your office
Compare every capability directly and choose the annual plan that fits your team.
Basic Office Suite
$899.99/year
For solo preparers and small offices building an organized client experience.
- Office Workspace
- Client Engagements
- Client Portal
- Core Workflow
- Document Requests
- Messages
- Office Branding
- Secure Document Vault
- Tax Intake Center
- Correspondence & PDF
- E-Sign & Signature Center
- Automated Notifications
- Tax Summary
- Office Analytics
- Sheets & Workbook Connectors
- Advanced Automation
Most Popular
ADVANCEDAdvanced Office Suite
$1,499.99/year
For growing offices that need more team capacity and guided configuration.
- Office Workspace
- Client Engagements
- Client Portal
- Core Workflow
- Document Requests
- Messages
- Office Branding
- Secure Document Vault
- Tax Intake Center
- Correspondence & PDF
- E-Sign & Signature Center
- Automated Notifications
- Tax Summary
- Office Analytics
- Sheets & Workbook Connectors
- Advanced Automation
Pro Office Suite
$1,999.99/year
For established firms that want maximum capacity and hands-on launch support.
- Office Workspace
- Client Engagements
- Client Portal
- Core Workflow
- Document Requests
- Messages
- Office Branding
- Secure Document Vault
- Tax Intake Center
- Correspondence & PDF
- E-Sign & Signature Center
- Automated Notifications
- Tax Summary
- Office Analytics
- Sheets & Workbook Connectors
- Advanced Automation
All plans are billed per tax office. Taxpayer document uploads activate only after the office’s secure-vault and production safety checks are complete.
MEET THE FOUNDER
Built by a tax professional who understands the work
Cameron E. White built My Tax Workspace after experiencing the same everyday pressures independent tax preparers know well: following up for documents, keeping a team aligned, answering clients quickly, and trying to grow without losing the personal tax support that earned their trust.
He believes smaller offices deserve technology shaped around real tax-office work—not another complicated system that makes the day harder. His goal is simple: give preparers one professional workspace that helps them feel organized, serve clients confidently, and build a business they are proud of.
“I built this for everyday tax professionals like me—people who care deeply about their clients and deserve tools that respect how hard they work.”
Cameron E. WhiteFounder & CEO
info@mytaxworkspace.comReady to organize your tax office?
Start your office signup and tell us how your team works.
