Tax Profiler
Irish income tax client checklists for accountants. Send a branded link, collect the information your clients provide and receive an organised PDF by email — without asking clients to sign in.
€20/month · No free trial · Cancel anytime
Tax Profiler
Welcome back, Sarah
- Personal details
- Income
- Upload documents
- Review & submit
Everything you need
Client information, ready for your review.
Branded client portal
Your logo, colours and firm name on every step — clients know it's from you.
Secure document uploads
Clients select supporting documents on their device and email them with their completed checklist.
Instant PDF report
An organised summary of the client's answers is generated in their browser and emailed to your firm.
Share one link
Send a link or QR code. Progress saves locally so clients can finish later.
From client checklist to accountant review
The checklist covers personal circumstances, income, reliefs and disposals where relevant. Clients review their answers before sending. Tax Profiler gathers information; it does not calculate tax or file a return with Revenue. Your firm decides what further evidence is needed.
Answers stay on the client's device until submission. Your firm receives and is responsible for the emailed PDF and documents.