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Frequently asked questions
Is TaxFlow Pro tax advice?
No. TaxFlow Pro provides tax organization tools and estimated calculations only. It is not legal, tax, or financial advice, and all filings should be reviewed by a qualified tax professional.
What documents can I upload?
You can securely upload W-2s, 1099s, receipts, and other supporting documents. Everything is encrypted at rest and in transit, with role-based access control.
How are estimated taxes calculated?
As you log income sources and deductible expenses throughout the year, the platform calculates an estimated tax liability so there are no surprises at filing time. These are estimates only.
Can tax preparers manage multiple clients?
Yes. Preparers can manage unlimited client portfolios from a single dashboard with review workflows, status tracking, and secure messaging.
How do I cancel my subscription or get a refund?
You can manage your subscription from your account settings. For cancellations, refund questions, or billing issues, email us and we'll help you out.
How is my financial data protected?
Your data is encrypted in transit and at rest where applicable, protected by role-based access controls and audit logging. We never sell your data or use it to train AI models. See our Privacy Policy for details.
Legal Disclaimer: This software provides tax organization tools and estimated calculations only. It does not provide legal, tax, or financial advice. All tax filings should be reviewed by a qualified tax professional.
Read our Privacy Policy.