Your Tax, CPA or Bookkeeping Firm.On Autopilot.
Meet Altiro, the AI-powered workspace for modern accounting firms. Automate client onboarding, document collection, follow-ups, and everyday workflows so you can focus on the work that actually matters.
No credit card required · Setup in minutes
Collect documents
Request exactly what you need, in one place
Automate follow-ups
Reminders go out without anyone writing them
Keep clients on track
Clients see a checklist of what's missing
Get full visibility
See what's done and what needs attention
Everything your firm needs, in one place.
From client intake to document collection to follow-ups, Altiro brings the busy work together and handles it in the background.
Client onboarding
Send intake forms and document requests, and get a new client set up in minutes.
Document collection
Request exactly what a return needs. Approve, send back, or waive each item.
Automatic follow-ups
Reminders go out on their own, at a sensible hour, and stop the moment documents arrive.
AI upload check
Flags a wrong-year or wrong document before your client leaves the page.
Secure, branded portal
Your logo and colors. Clients upload, message and sign in one place.
E-signature
Send engagement letters and get them signed without printing anything.
Get your firm on autopilot in 3 simple steps.
Live in an afternoon. No sales call, no setup fee, no annual contract.
- 1
Set up your firm
Sign up, add your logo and colors, and invite your team. No sales call, no setup fee.
- 2
Bring in your clients
Import your client list from a spreadsheet, or invite clients one by one.
- 3
Let Altiro handle the rest
Send requests from templates. Reminders and tracking run while you do the tax work.
Request
Pick what you need from a template
Remind
Automatic nudges for anything missing
Receive
Clients upload from any phone or laptop
Track
Every client's status on one screen
Stop chasing documents.Let Altiro do it for you.
Altiro sends each client a request for exactly what you need, tracks what’s come in, and follows up with anyone who’s missing items.
- Automatic reminder emails, capped so clients aren't spammed
- A checklist your client can actually follow
- Real-time view of every client's progress
- Reusable request templates
Why a portal
Over 15,000 accounting firms already run their practice on a client portal.*
Altiro gives small firms the same power, priced per firm instead of per user.
* TaxDome’s own published figure for firms using its platform (2026). TaxDome is not affiliated with Altiro.
Simple, transparent pricing
Choose the plan that fits your firm.
Priced per firm, not per seat, so adding a teammate doesn’t add to your bill. Start free; upgrade or cancel anytime from your settings.
Free
Try it with real clients. No card, no time limit.
$0forever
- Up to 10 clients
- Every feature included
Solo
For a solo preparer running a full season.
$49/month
- Up to 100 clients
- 1 user
- Every feature included
Firm
For a small team sharing one client list.
$99/month
- Unlimited clients
- Up to 10 users
- Every feature included
Included on every plan
- Document requests with automatic reminders
- Intake forms and secure messaging
- Your logo and colors on the client portal
- E-signature for engagement letters
- AI upload check
- Client import from a spreadsheet
No contract. No setup fee.
Built for tax documents from day one.
Your clients send you W-2s, bank statements and Social Security numbers. Here’s how Altiro looks after them.
Encrypted everywhere
Documents are encrypted in transit and at rest.
Your firm's data, isolated
Every firm's data is kept separate. Client files are never in a shared pool.
Roles and client logins
Each client signs in to see only their own requests. Staff see only what their role allows.
Full audit trail
Every upload, approval and signature is recorded.
Common questions
What does it cost?
Free for your first 10 clients, with no credit card and no time limit. After that, Solo is $49/month (up to 100 clients) and Firm is $99/month (unlimited clients, up to 10 users). Every plan has every feature, and there's no contract.
How long does setup take?
Most firms are set up in an afternoon. You sign up, add your logo and colors, import your clients, and send your first request yourself. No sales call or setup fee.
Can I import my existing clients?
Yes. Upload your client list from a spreadsheet (CSV) and Altiro creates them for you. If you'd rather not, send us the file and we'll do the import with you.
How do my clients use it?
They get a secure link in an email from your firm, see exactly which documents you need, and upload them from a phone or laptop. Nothing to install, and setting up their login takes about a minute.
Is my clients' data secure?
Documents are encrypted in transit and at rest, and every firm's data is isolated from every other firm's. Each client sees only their own requests, staff see only what their role allows, and every action is recorded.
Can I cancel anytime?
Yes. There's no contract; downgrade or cancel from your settings whenever you like.
What does support look like?
You get a direct line to the people building Altiro. Email info@altiro.io and you'll hear back from a founder, not a ticket queue.
Is this replacing my TaxDome or SuiteDash?
It can, if what you mainly use them for is collecting documents from clients and sending finished work back. Engagement letters can be e-signed today; Form 8879 signing and invoicing aren't there yet. Ask and we'll tell you honestly whether we fit.
More answers on our FAQ page.
Ready to automate your firm?
Get started with Altiro today.
Try it free with your first 10 clients. Upgrade only when you outgrow it.
No credit card required · Setup in minutes